Once I choose one customer, there’s now only one mark in the view: This is because Customer Name exists in both data sources and Tableau is automatically linking the two dimensions. Now to add the quick filter on the Customer Name from the secondary source.In both Superstore Sales and the duplicate Superstore Sales, created a Blend Field dimension with a value of 1.Size – 1 – Has the formula SIZE()-1 and a Compute Using of Customer, it is used for the title.Selected Customer – Identifies the Selected Customer from the secondary so we can use that on the Color, Shape, and Size Shelf:.Sales Range Filter – Used to filter the customer list based on the % difference, using a “Sales Range from Selected Customer” parameter.Sales for Selected – This is the sum of sales from the secondary.In Superstore Sales, I built the following calculations in the primary data source:.In practice, I’d probably use a separate data source that just had the names and sales to reduce the size of the secondary source (in other words, use the minimum number of dimensions and measures). For this example, I used Superstore Sales and simply duplicated the data source to make the secondary source of Customer Names.This is how I set this up the data blend for a dynamic “parameter”: Also depends on skills that not all Tableau users have. This is powerful, but complicated and potentially the slowest option. This depends on skills that not all Tableau users have. Putting the basket creation logic into Custom SQL or custom queries.This would have to be updated every time there’s a change in the list of customers. Using a parameter to identify the customer.There are a few other ways we could go about this, such as: Here, we’re picking a particular customer, finding out their sales, then showing every other customer that has sales within X% of the selected customer. This is a totally made-up scenario using Superstore Sales to do a market basket analysis. If you have multiple worksheets for a dashboard, you can set up scoped or global filters.ĭemonstration #1: Choosing a Customer and Showing Profit & Sales for Customers within X% Sales of Selected Customer.Turn on the relationship for the Blend Field, and turn off the relationships on as many fields in the secondary as you need, which is probably all of them except for the Blend Field.Depending on your view, it may change radically here and look totally wrong. On the Quick Filter, edit the Quick Filter settings as necessary, for example to make it a single select filter, and choose one of the options.Click on the pill on the Filters Shelf and choose Quick Filter.Choose the Select from List radio button.Drag the filtered dimension from the secondary onto the Filters Shelf.Add the necessary filter(s) from your secondary data source.This is necessary to stop the “Fields cannot be used from the data source…” error: Create a “Blend Field” with a value of 1 in both your primary and secondary.Build whatever calculated fields from the secondary that need to be used in in the primary.Set up your primary (main) and secondary (parameter) data sources.Here are the 7 major steps for putting this together:

Read on for a description of the technique and demos of all three options! Process for Creating the Dynamic “Parameter” Set the limits and input data to an algorithm that is then used to create other results, for example to get a starting set of data to use to build a projection, such as an executive retirement forecast model.Choose one value to build a comparison to other values, such as finding the distance from a chosen origin city to a set of destination cities, or a market basket-type analysis where we want to compare one against others.Some examples of where this can be useful: Here, I’ll show you a technique for using Tableau data blending to create a dynamic, data-driven “parameter”. We’re going to use a loosely coupled secondary data source to get the information associated with the “parameter” and return that information to the primary data source, where it can be used in further calculations. See Dynamic Parameters: The Results are In for an overview, and Dynamic Parameters Update for continuing updates.Ĭurrently (July 2013), the #1 most-voted-for Idea for Tableau is Dynamic Parameters. As of June 2015, Tableau is actively looking at different aspects of the (complicated) subject of dynamic parameters.

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