Tuesday, July 1, 2014

Dynamic Formatting

Directions:

  • Connect to Sample-Superstore-English (Extract) from your saved data sources, all licenses of Tableau Desktop 8.2 come with this sample data.
  • Create a Parameter to drive measure selection:
  • Data type should be string
  • Use list for values
  • The values should relate to Profit Ratio (sum(Profit)/sum(Sales)), SUM(Sales), SUM(Profit), and AVG([Shipping Cost])

  •  Create a calculated field that is only the "Dynamic Format" Parameter
  • Create four worksheets, all with category on columns and one of the 4 measures on rows
  • Format each work sheet with the appropriate number format
  • Place "Dynamic Format" calculated field on the filters shelf
    • From General select Custom Value List
    • Enter the text that references the measure on the worksheet
    • Repeat this step for all four worksheets

  • Create a new blank dashboard
  • Place a vertical layout container in the dashboard
  • Bring all four worksheets into the layout container and remove all worksheet titles
  • Show Parameter Control 
  • You can now select between measures and have the default number formats of each measure display on label as you select between worksheets.







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