![]() To allow the user to add members to the set I will right-click the Sub-Category Set in the Data pane and select Show Set. Because we do not have any dimension members in the set, we only see the SUM of Sales. I will drag the new calculated field to the Rows shelf, right-click it, and select Dual Axis. The formula for that calculation is a Boolean statement that will return Sales if the Sub-Category is in my set and Null if it’s out. Next, I will create a new calculated field that will SUM the Sales of the Sub-Categories in my set. To do that I will drag continuous Month of Order Date to the Columns shelf and then I will drag Sales to the Rows shelf. Now to demonstrate how the members in the set react to a filter in context, I will use the Sample-Superstore dataset and create a line chart that displays Sales by continuous Month of Order Date. I have decided to leave all of the members out of the set to better illustrate how the view will react to the context filters later on. For our example, I have selected Sub-Category. To create a set, right-click on the dimension that you want the set drawn from, hover over Create, and choose Set.Ī new menu will pop up where you can manipulate the members in/out of your set or define conditions for the set. In many ways, sets can act as your filters as they make it possible to designate not only inputs for your calculations but also expand the possibilities of making your analysis more interactive and personalized. This will have a direct impact on what will be displayed on their dashboard. In addition, by using set actions you are giving your audience the ability to add or remove values from a set. ![]() What I like about sets is they can be dynamic or static depending on how you set them up. That means if you are using filters in your worksheet and add them to context, your set control list will only show values within these specified parameters. With the introduction of Tableau 2020.3, Tableau brought in additional functionality to their sets and set controls that allow you to show only values that are within context. Caught your interest by now? Then let’s get started! The techniques covered reach from contextual set actions, to control sheets and an “ALL” reset trick to override a selection. This blog will give you three tricks using filters in Tableau that will make the engineering process much easier. But sometimes, a basic filter doesn’t have the capabilities that we wish for in our dashboards. They help us convey a story, enhance the user experience and stay flexible to adjust to changes. Make sure the following headers are properly set: X-Frame-Options: SAMEORIGINĬontent-Security-Policy: frame-ancestors 'self' *. įor Tableau Server *. should be your domain.Filters are a dashboard engineer’s best friend. Make sure to follow our installation guide to setup the right configuration! Common issues CSP Header error or X-Frame-Options error. They can be identified based on the domain of the url that it warns with. Note: Tableau will show warnings with something like: ‘cannot load source map’ by default, these are not caused by our extensions. Now you can see if there any issue while embedding. ![]() Refresh the page while the developers tools is open. To open the developers tools can be done via: Hamburger menu top right > More Tools > Developer tools. You can find any issues by doing the following: While running on Tableau Online/Server in the browser open the “console” tab in Chrome Developer’s tools. Tableau Online/Server has access to the Extension Server to load the extension.The Extension server/domain has a valid SSL Certificate.Extensions feature is turned on, on Tableau Online/Server. ![]()
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