Wednesday, December 30, 2020

How to design Tableau interactive reports

How to design Tableau interactive reports 01 - Make columns flexible

1.    Create a parameter  [Select a Dimension]

a.    Make string

b.    Make a list

c.    YYYYMM, PRODUCT_DOMAIN,REGION …

2.    Create a calculated Field  [Dimension Selected]

a.    CASE [Select a Dimension]

WHEN ‘YYYYMM’ THEN [YEARMONTH]

WHEN ‘PRODUCT_DOMAIN’ THEN [PRODUCT_DOMAIN]

WHEN ‘REGION’ THEN [REGION]

END

3.    Drag [Dimension Selected] into the view, and show parameter control

 

How to design Tableau interactive reports 02 - Make measure flexible

1.    Create a parameter  [Select a Measure]

a.    Make string

b.    Make a list

c.    OUTSTANDING_BALANCE, ORIG_BURSCORE, CURR_BURSCORE …

2.    Create a calculated Field  [Measure Selected]

a.    CASE [Select a Measure]

WHEN ‘OUTSTANDING_BALANCE’ THEN [OUTSTANDING_BALANCE]

WHEN ‘ORIG_BURSCORE’ THEN [ORIG_BURSCORE]

WHEN ‘CURR_BURSCORE’ THEN [CURR_BURSCORE]

END

3.    Drag [Measure Selected] into the view, and show parameter control

 

How to design Tableau interactive reports 03 - Make filters flexible

1.    Create a parameter  [Select a Filter]

a.    Make string

b.    Make a list

c.    YYYYMM, PRODUCT_DOMAIN,REGION …

2.    Create a calculated Field  [Filter Selected]

a.    CASE [Select a Dimension]

WHEN ‘YYYYMM’ THEN [YEARMONTH]

WHEN ‘PRODUCT_DOMAIN’ THEN [PRODUCT_DOMAIN]

WHEN ‘REGION’ THEN [REGION]

END

3.    Show parameter control

4.    Drag [Filter Selected] into Filter, select List and show filter.

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