Posted by John Strykowski

February 22, 2017

15:35

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Tableau Master Challenge # 2

This is the second in a series of challenges for those that believe they have what it takes to be a Tableau Jedi. The series will call on your understanding of the intricacies of Tableau functionality and their usage.

Let’s jump right into it. Say we’re working in Tableau Desktop, we put together a nice dashboard full of neat features, and the end-users even seem to like it. One last thing left to do, add quick-filters to our viz. As it turns out, one of the requirements for this dashboard involves a dozen or so quick-filters but unfortunately, we’re out of real-estate (no more space) on our primary dashboard, and we can’t sacrifice any of the existing features already present. What to do, what to do? Well, how about we create a second dashboard, and we place all our filters there? Great, let’s do it! And here’s what it looks like:

Figure 1

Figure 1

Figure 2

Figure 2

Figure 1 is our primary dashboard and Figure 2 is the secondary dashboard with all the quick-filters.

The Challenge

Create a secondary dashboard containing quick-filters that affect the main view in the primary dashboard.

These are the categories and quick-filters, as seen in Figure 2, that we’d like to see in the secondary dashboard:

  • Dates
    • Order Date
    • Shipping Date
  • Customer
    • Segment
    • Customer Name
  • Order Characteristics
    • Order ID
    • Ship Mode
  • Geography
    • Region
    • State
    • City
    • Postal Code
  • Product Characteristics
    • Manufacturer
    • Category
    • Sub-Category
    • Product Name

 

And here’s the catch.

How are we going to import those quick-filters into the second dashboard when the view they relate to is on the first dashboard?

Challenge Constraints

  • The quick-filters in the secondary dashboard need to affect the main view in the primary dashboard
  • No view present in the primary dashboard should be seen in the secondary dashboard
  • To achieve the desired result, no “trick” involving Actions, should be used

 

That’s it. Now you go make it so: create a second view that contains only filters, but applies to the main dashboard.
And here‘s our solution to the challenge.

 

Ask one of our Tableau Pros if you need help solving this Tableau challenge or any other assistance with Tableau. We also offer Tableau Training services if you want to rapidly improve your Tableau skills.

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