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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