Last Modified Date: 15 Jul 2019
- Tableau Server
- Relational data sources
ResolutionRevise the workbook to filter based on a parameter. The example below filters a workbook by Category across all worksheets.
- Right-click in the Data window and then select Create Parameter.
- In the Create Parameter dialog box, do the following, and then click OK:
- Name the parameter. In the example workbook, the parameter is named CategorySelect.
- For Data Type, select String.
- For Allowable values, select List.
- For List of Values, enter All, Technology, Furniture, Office Supplies.
- Select Analysis > Create Calculated Field.
- In the Calculated Field dialog box that opens, do the following and then click OK:
- Name the calculated field. In the example workbook, the calculated field is named Matches Parameter.
- In the formula field, create a calculated field similar to the following:
[CategorySelect]="All" OR [CategorySelect]=[Category]
- Drag the newly created calculated field from the Dimensions pane to the Filter shelf.
- In the Filter dialog box that opens, select True, and then click OK.
- On Filters, right-click Matches Parameter, and then select Apply to Worksheets > All Using This Data Source.
- Publish the workbook to Tableau Server.
- The published view can now be filtered with the parameter as a URL parameter as follows: http://<servername>/#/views/<workbook>/<sheet>?param1=value1,value2¶m2=value
- <workbook> = Superstore
- <sheet> = Performance
- ?param1 = Category
- value1 = Furniture
CauseSwitching tabs triggers an AJAX request rather than a full page load, URL filters are not loaded. For more information about URL parameters, including screenshots demonstrating the URL patterns; see How View URLs Are Structured.
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