Last Modified Date: 10 Dec 2019
AnswerThe below example uses the Superstore and Coffee Chain data sources, and can be seen in the attached packaged workbook.
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Step 1: Create the initial view
- Open Tableau Desktop and connect to the Superstore sample data source.
- (If applicable) On the Data Source page, drag the Orders table to the canvas.
- Select Data > New Data Source, and then connect to the Coffee Chain data source.
- On the Data Source page, drag the CoffeeChain Query table to the canvas, and then click the sheet tab.
- Drag Date to the Columns shelf.
- On the Columns shelf, click the plus icon next to Year (Date) to also show Quarter, and Month. Remove Quarter.
- Drag Profit and Sales to the Rows shelf.
- Right-click Sales, and select Dual Axis.
- Right-click the new axis, and select Synchronize axis.
- Select Worksheet > New Worksheet and then select the Superstore data source in the Data pane.
- Drag Order Date to the Columns shelf.
- On the Columns shelf, click the plus icon next to Year (Order Date) to also show Quarter, and Month. Remove Quarter.
- Drag Sales to the Rows shelf.
- Drag Category to Color, and select Bar from the Marks drop-down list.
- Create a new dashboard, and then drag Sheet 1 and Sheet 2 to the canvas.
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Step 2: Create a custom parameter and use it in a calculated field
- With your workbook open and displaying Sheet 1 (and the Coffee Chain data source), in the Data window, click the drop-down arrow at the top of the Dimensions pane, and then select Create Parameter.
- For Name, type Select State.
- For Data Type, select String.
- For Allowable Values, select List.
- Under List of Values, select Add from Field > Sample - Coffee Chain > State.
- When finished, click OK.
- Create a calculated field by selecting Analysis > Create Calculated Field.
- In the calculated dialog box, complete the following steps:
- In the name box, enter State Filter.
- In the formula box, enter the following, and click OK when finished.
- Note: This calculation checks whether the state selected in the parameter matches the state field in your data source, and then returns true or false.
- Drag State Filter to the Filters card.
- In the Filter dialog box, select True, and then click OK.
- Go to Sheet 2 (that uses the Superstore data source), and repeat steps 3 to 5.
- Note: You do not need to recreate the Select State parameter.
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Step 3: Use the parameter
- Go to the dashboard, click the drop-down arrow for one of the views, and then select Parameters > Select State.
- Select a state from the parameter control.
- Note: Views that use either or both data sources refresh to show data from the selected state.
Additional InformationTo view these steps in action, see the video below:
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