PATH Tips/Best Practices- How to Create Custom Filter Popup

Posted on Posted in dicas tableau

In this tip you will learn how to create custom filter pop-ups. For this, we will use the Superstore base available on Tableau.

The main concern for a panel designer is the user experience, which includes many different aspects. One solution to minimize the clutter effect of your dashboard is today’s tip: FILTER POP-UP!

 

 

 

Step 1: Creating the indicators and filters will require the creation of three sets (s.year, s.month, s.segment Filter) as the following settings.

  • Right-click the Year dimension of Order Date in the Create section, select Set.

 

  • Right-click the Order Date Month dimension in the Create section, select Set.

 

 

  • Right-click the Segment dimension in the create section, select set.

     

 

Step 2: Create in new spreadsheets, one for each filter (Year, Months, Segment, Treemap Date and Treemap) that will be shown in poupup, the following indicators, with the following settings: Year: Drag the Aggregate Order Date dimension into Discrete

  • Year for line and label, double-click the line create an empty field with the setting (“”), change the tag card to square and finally drag the year set to color.

  • Month: Drag the aggregate Order Date dimension into Discrete Month for row and label, double-click the row create an empty field with the setting (“”), change the tag card to square and finally drag the month set to color.

  • Segment: Drag the Segment dimension to line and label, double-click the line create an empty field with the setting (“”), change the tag card to square and finally drag the Filter segment set to color.

 

 

  • Treemap Date: For this indicator you will need to create a Date parameter, with the following setting:

 

 

Now, create two calculated fields (6 month filter max and 6 month filter min), which will be used to create the reference range, using the following calculations:

 

 

              

 

Subsequently, drag the Order Date dimension in Continuous Quarter to columns, the Sales measure summed to Sum to Row, and the calculated fields created in the previous step for detail, so we can use them to create the reference range with the following setting:

 

 

         

                             Finally, the indicator view will look like this:

 

 

 

Step 3: Create in new spreadsheets, one for each chart (Bar1, Bar2 and Treemap), the following indicators, with the following settings:

Bar1: Drag the Segment dimension to column, the aggregate Sales measure Sum to row and label, and the year and s.month sets to the filter card, as shown below:

 

  • Bar2: Drag the Order Date dimension to the discrete month aggregate column, the continuous sum aggregate profit measure to row and label, and the filter segment sets to the filter card as shown below:

 

 

  • Treemap: To create this chart, you will need a calculated field with the fields (6 month filter min and 6 month filter max) contained in the logic, as the image below:

 

              After the field has been created, drag it to the filter tag card by selecting true, the Profit measure for color, the Sales measure for size, and Sub-Category for detail, as shown below:

 

 

Step 4: In a new panel, drag the 3 charts to the view side by side and later in the objects section drag button 3 times, arranging them on the top side of each chart, as shown below:

 

 

Step 5: Insert a floating container for each chart at the desired position, then drag the corresponding filter sheets as shown below:

Container Bar1: Drag the filter sheets (Year and Month) to a horizontal floating container

 

  • Container Bar2 : Drag to a Horizontal Floating Container the Filter Sheet (Segment)

 

 

  • Treemap Container: Drag to a vertical floating container the filter sheet (Treemap Date) and a text object with the title (6-month filter)

 

Step 6: Configure the buttons as shown below:

Bar1 Button: Show Floating Container (Year + Month)

 

 

  • Bar2 Button: Show Floating Container (Segments)

 

 

  • Treemap Button: Show Floating Container (6 month filter)

 

 

Step 7: In this panel, create 4 set actions with the setting below:

  • S.month action:

  •  S.segment Filter Action:

  •  S.year Action:

 

  • Treemap date Action:

 

And That’s it!
Ready! You now know how to create custom filter poupups.