#TABLEAU FILTER ACTIONS SERVER SERIES#

In Tableau there are two main ways to have filters in your report: You can edit how these cross filters interact with your report visuals in Format / Edit Interactions. Clicking on this value will filter your report.

Cross Filters– the last way to filter in Power BI is to enable cross-filtering which occurs when you click on a specified field in your report.Drag fields from the Fields Pane that you want to use as filters to the Filter Pane in the correct option location.

This pane will also be visible to viewers when in Power BI Service. Filter Pane– this pane contains options for ‘Filters on this visual’, ‘Filters on this page’, and ‘Filter on all pages’.You can control specifically what visuals on the report it affects by choosing Format / Edit Interactions. Slicers – slicers are visuals that you place on your report that give users the ability to filter the data in the report.In Power BI there are three main ways to have filters on your report: Let’s review how you can use filters in both platforms. TableauĪlthough filtering is fairly similar between Tableau and Power BI, there are some quirks that you should know about. In this post, we will be examining how filters in Power BI function similarly and differently to slicers in Tableau.įiltering Options in Power BI vs. In a recent OKVIZ article, David Eldersveld detailed Power BI’s filter capabilities and some best practices for their use.

#TABLEAU FILTER ACTIONS SERVER SERIES#

Tableau Tip: Passing filters in a URL (to create a.This post is the second in a series of posts meant for Tableau folks that are interested in learning Power BI or for Power BI folks that are wondering how the same functionality is available in Tableau.My top 10 tips for navigating your way through TCC12.Need to waste space with a poor chart design? Go.Wanted: BI Engineer, Visualization & Reporting F.Oh my gosh - it almost looks like workflow. The circle will disappear when this is false and reappear when it is true. Get around this by adding a Boolean filter that the user can checkmark with a title such as 'Fetch Details for export'. The user will have to click in the circle to 'Highlight' it and then do the export.įor more fun: Since you are embedding a live worksheet on your dashboard it will take extra time to process. Go to your dashboard and drag the worksheet on whereever you want.ħ. Put an instruction Title on such as: 'To Export Details, Click on the circle below and then click on Export (icon above) and choose Crosstab'.Ħ. Make the Shape bigger and squish the screen down to show just a few.ĥ. Choose Mark Type 'Shape' and select one you like - I chose a circle.Ĥ. Ensure filters are global or applied to this worksheet from your 'driver' worksheet.ģ. Create a worksheet with the data you want on Details. I think this approach may provide adequate speed although it is sinfully ugly.Īssume you already have a dashboard with some filters (multi-select) etc. So the last thing we want is to tax the vizSQL engine with rendering all that data. In my case we were trying to do this with a 300,000 row download. Since this only covers a small number of use cases, we must get the user to click an embedded worksheet on a dashboard and then use the Tableau standard export. Using any kind of URL will only work if you have single params to pick from (or max/min dates to pass). Opening the workbook will not work since it assumes you are starting a brand new session and so only your default (published) filters and params are available. The ONLY way to get what we want is to have the user click the standard Export - CrossTab built into Tableau server.

Tableau filter actions server