Parameters are Tableau worksheet controls that can be used to limit the data that appears in a worksheet. In this video, learn how to filter data using parameters.
- [Instructor] When you define a filter, Tableau limits the visualization summary to the values you want. You can always edit a filter to change the values it shows, but it's handy to use a visible control to make those changes. If you create a top filter, for example, you can use a parameter control to indicate how many values it displays. I will show you how to create a parameter based filter in this movie. My sample file is 0609 at parameter and you can find it in the chapter six folder of the exercise files collection. My workbook has a tree map that shows sales by region and let's say that I want to be able to control the number of regions that are displayed from anywhere from say two to seven. I can do that by creating a parameter, so I will go over to the data panel and under measures, let's say that I want to use order total as my criteria So I will right click the order total pill, point to create and the bottom item is parameter And the create parameter dialog box, I can give my parameter a name, so I'll call it parameter filter and then the data type in this case will need to be integer. It's currently floating point because those are the values inside of the order total field, but I only want to have whole numbers, so two, three, four, that sort of thing. So I will go to the data type control, click it's down arrow and click integer. The current value is four. I'll leave that for now. And then at the bottom I need to have my range of values. So currently have the range from the minimum of four to the max of 83,885. What I actually want is to be able to show anywhere from two to seven values. So I will edit the minimum fields value to two and the maximum will be seven and I don't need to change the step size. Step size gives you the increment between numbers in the available values on the parameter. For example, with the step size of two I could have the values one, three, five, seven and so on. So there is two between each pair of values. Right, everything looks good for this field. I'll go ahead and click okay and over in the data panel you'll see that there is now a field called parameter filter under the new parameter section. Now that I have my parameter, I can define my filter. I want to filter by sales region. So I'll drag the sales region pill from the dimensions area of the data panel to the filters card. I want to create a top filter. So I will click the top tab and I want to base that on a field. So I will select the by field radio button and I could create a top or bottom filter. In this case I'll stay with top and the number I actually won't edit. Instead I will go to the number controls down arrow and I will click parameter filter. So you can see now that I have created a top filter based on the number or value that is currently provided by the parameter filter control. That's all I need to do. I will click okay. And now I need to display the parameter filter control. So I'll go over to the parameters area and the data panel right click and the second item is show parameter control and you see that it appears over on the right side of the screen and it takes on the initial value of four. If I want to change that number, I can drag the slider. See it just changed it to five. We now have five values of just six after seven, which is the maximum, and then down to two. In the case of a tree map which shows values based on color and area, you can see that regardless of how many values I have displayed in the parameter filter and in the tree map, it always takes up 100% of the visualization. This type of parameter filter is terrific for presentations. It allows you to set the value that you want initially and either illustrate points or answer questions as you go along.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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