Skip to main content

Creating parameters in Tableau Public

Let's start today's blog with some questions. Are you greatly indulge in creating data visualization? Do you want to come up with scenarios that aren't available in the data? If yes then this is the blog you really want to read. Parameters allow you to create features or scenarios which help the user to control the data in a much better way.

You must be wondering how the users get a better control so mainly parameters allow the user to test different what-if scenarios that aren't available in the dataset. It is like some value that helps you to tailor your visualization according to the dataset. Options where you can use parameters in tableau- use it with calculated field or you can use it by combining with sets. We will look at both aspects in this blog. We can make the parameters more interactive and intuitive in nature by using parameter actions that allow users to change the value just by a click

As mentioned, we are considering two basic aspects for creating parameters. We are taking global sample superstore data into account for this blog. The idea is to get the top 10 product subcategories in terms of sales. It is quite basic to drag subcategories and sales into columns and rows respectively. Along with this apply a filter to subcategories where you can select the top 10 products with respect to sales.



This is the most common method but suppose you need to change the top n number such as top 5 products. For that, you will start from scratch and do the same thing if I say you can do this with help of one-click or toggle. It is possible with help of creating parameters. The same process continues taking the sub-category in the filter and then select the value in the top n tab to create a new parameter. It will take you to the next pop-up where you can enter the values such as the name of the parameter, minimum and maximum values.





After putting all the values click ok and add the parameters in your visualization. It will provide a slicer that you can adjust. Also, you will get the option to enter the number manually. Let's do the same thing in a much more intuitive way with the help of sets. Click on the subcategory and select create sets.


Start by naming your set. Select by field and in values, you can see your parameter is appearing to select the parameter "Top" which is created previously. After clicking ok drag the created set into colors and you will see a much more dynamic visualization. 


This is what parameter can bring to your visualization. In the end, a warning note does not confuse parameters with the filter. If you are using the same dataset for your visualization then you should select parameters instead of filters while if you are taking multiple datasets into account for your visualization then go for filter because you can not use the same filter in different worksheet but you can use the same parameter for the whole workbook. Parameters can be created in other data visualization tools too and I will do that in Power BI incoming blog.



Thanks for Reading  Let's connect on  LinkedIn.

 




Comments

Post a Comment

Popular posts from this blog

Copying Bookmarks from one Power BI report to another

Let's think of a scenario, where you want to copy the bookmarks from one report to another. Most obvious approach is to just do a copy paste of the bookmarks. What's wrong with this approach? This approach only works for all visuals but not for bookmarks and field parameters.  If you are not familiar with basics of bookmarks and field parameters do refer to the beginners guide for bookmarks  and introduction to field parameters . Then how do you copy the bookmarks? Power BI enhanced report format (PBIR) for Power BI Project files (PBIP) will help you in achieving this. Let's check it out, I have 2 reports one contains the bookmark called Bookmarks PBIR Test (origin) and other one is Rolling Average PBIR Test (destination) .  Before we get started, you have to enable Power BI Project save option under preview features. Once enabled, restart Power BI desktop. There is a TMDL icon appearing on the left pane. What is TMDL and what's in it for me? There's a lot of possi...

Playing with Totals in Power BI

Are you a fan of matrix visual in Power BI? If you are as I am, I always struggle to get the correct totals and get something else instead of the totals it can be average. After a lot of research and going over different community posts, finally we have found 3 common scenarios that can elevate your matrix to the next level. To start with, I am using Sample Superstore data. Let's first explain the 3 different scenarios that we will tackle - We  would like  to show both Total Sales and Average Monthly Sales across different categories and different periods. We  would like  to show the Average Sales in the row subtotals and Total Sales in the column subtotals. Last and the  most interesting scenario is to show the Total sales excluding the furniture sales in the row subtotals and total sales in the column subtotals. Let's start by getting the correct totals in a matrix. Generally, if  use  basic Sum, Average... functions in your measures then most likely...

Introduction to Power Ops

Power BI, combined with all external tools, at least the basic ones, can be a perfect BI tool to meet all your needs. Today's blog will focus on another external tool. What?? Not another one!! In my regular practice, I always rely on basic external tools such as DAX Studio, Tabular Editor, and Measure Killer. But what if I say this new tool is a transformer, combining all the basic tools in one place? If you are looking for an introductory guide for the basic external tools, we got you covered.  Beginner's Guide to DAX Studio Advanced Guide to DAX Studio Guide to Measure Killer Yes, you read it right and we will give you an introductory guide to all the functionalities that can be achieved with  Power Ops . Okay, first things first to download Power Ops you can visit their  website  and I would recommend exploring it with one of your reports. You can download the free version. It will be available under the external tools section in Power BI Desktop. Before we move f...