Last Modified Date: 20 Jul 2023
Environment
Tableau DesktopAnswer
Step 1: Remove the parameters
1. Go to the Data menu and select the data source to be changed, then Edit Data Source.
2. Right click the custom SQL in the join window to edit it.
3. Delete the WHERE clause in the custom SQL and click OK.
4. Go to each worksheet that uses that particular data source and:
2. Right click the custom SQL in the join window to edit it.
3. Delete the WHERE clause in the custom SQL and click OK.
4. Go to each worksheet that uses that particular data source and:
a. Right click the Start Date parameter and Hide Card
b. Right click the End Date parameter and Hide Card
b. Right click the End Date parameter and Hide Card
Step 2: Create an Extract
1. Go to one of the worksheets that uses the data source.
2. Go to the Data menu and select the data source then Extract.
3. Click OK on the dialog that opens up.
4. If prompted to save the extract, save it to a local drive and not a network drive.
2. Go to the Data menu and select the data source then Extract.
3. Click OK on the dialog that opens up.
4. If prompted to save the extract, save it to a local drive and not a network drive.
Step 3: Add a date filter
1. Go to one of the worksheets that uses the data source.
2. Right click the date field in the Dimensions list.
3. Select Change Data Type > Date
4. Drag the date field to the Filters shelf
5. Select Range of Dates in the dialog that opens up and click OK then OK again.
6. On the Filters shelf, right-click the date filter.
a. Select Apply to Worksheets > All Using This Data Source
b. Select Show Filter
2. Right click the date field in the Dimensions list.
3. Select Change Data Type > Date
4. Drag the date field to the Filters shelf
5. Select Range of Dates in the dialog that opens up and click OK then OK again.
6. On the Filters shelf, right-click the date filter.
a. Select Apply to Worksheets > All Using This Data Source
b. Select Show Filter
Step 4: Update the dashboards
1. Go to each dashboard that uses this data source.
2. Right click each parameter box and select Remove From Dashboard
3. Right click one of the worksheets on that dashboard that uses the data source
4. Select Filter > date filter
5. Adjust the dashboard as desired
2. Right click each parameter box and select Remove From Dashboard
3. Right click one of the worksheets on that dashboard that uses the data source
4. Select Filter > date filter
5. Adjust the dashboard as desired
Additional Information
The steps above force the data source from using parameter filtering with custom SQL to using a direct filter against the full data set, which in turn can be included in an extract.Thank you for providing your feedback on the effectiveness of the article.
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