Tableau Parameter Tutorial – Create Parameter in Tableau
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1. Tableau Parameter – Objective
In this Tableau Parameter tutorial, we are going to study what is a parameter in Tableau, how to create Tableau parameter with example and it stepwise description.
So, let us start with Tableau Parameter.
2. What is Tableau Parameter?
A parameter in Tableau is a place-holder for a single global value, such as a number, date, or string. Tableau Parameter may be shown as controls (such as sliders, drop-down lists, or type-in text boxes) to end users of dashboards or views, giving them the ability to change the current value of the parameter. The value of Tableau parameter is global so that if the value is changed, every view and calculation in the workbook that references the parameter will use the new value. Parameters provide another way to provide rich interactivity to end-users of your dashboards and visualizations.
3. How to Create Parameter in Tableau?
Creating a Tableau Parameter is similar to creating a calculated field.
There are multiple ways to create parameter Tableau:
i. Use the drop-down menu next to Dimensions in the data pane.
ii. Right-click on an empty area in the data pane and select Create Parameter Field.
iii. Use the drop-down menu on a field, set, or parameter in the data pane and select Create | Parameter…
In the last case, Tableau parameter will create a list of potential values based on the domain (distinct values) of the field. For fields in the data pane that are discrete (blue) by default, Tableau will create a parameter with a list of values matching the discrete values of the field. For fields in the data pane that are continuous (green), a parameter in tableau will create with a range set to the minimum and maximum values of the field present in the data.
Tableau Parameter created from fields will only contain the values or range defined by the field at the time they are created. The list or range will not dynamically update to reflect changes in the data.
When you first create a parameter Tableau (or subsequently edit an existing parameter), Tableau will present an interface, as shown:
The interface contains the following features:
i. The Name will show as the default title for parameter controls and will also be the reference in calculations. You can also add a Comment to describe the use of the parameter.
ii. The Datatype defines the type of data that is allowed for the value of the parameter. The options include integer, float (floating point decimal), string, Boolean, date, or date with time.
iii. The Current value defines what the initial default value of the parameter will be. Changing this value on this screen or on a dashboard or visualization where the parameter control show will change the current value.
iv. The Display format defines how the values will display. For example, you might want to show an integer value as a dollar amount, a decimal as a percentage, or display a date in a specific format.
v. The Allowable values option gives us the ability to restrict the scope of values that are permissible. There are three options for Allowable Values:
All allow any input from the user that matches the data type of the parameter.
A list allows us to define a list of values from which the user must select a single option. The list can enter manually, paste from the clipboard, or load from a dimension of the same data type. Adding from a field is a one-time operation. Also, if the data changes and new values add, they will not appear automatically in the parameter list. The range allows us to define a range of possible values, including an optional upper and lower-limit as well as a step size. This can also set a field or another parameter.
vi. In the preceding screenshot, the List of values allows us to enter all possible values. In this example, a list of three items enters. Note that the value must match the data type, but the display value can be any string value. This list is static and must manually update. Even if you base the parameter on the values present in a field, the list will not change, even if new values appear in the data. You can drag and drop values in the list to record the list.
While if you are using a list of options, consider an integer data type with display values that are easily understood by your end users. The values easily refer to calculations to determine what selection was made and you can easily change the display value without breaking your calculations. This can also lead to increased performance, as comparisons of numeric values are more efficient than string comparisons. However, you’ll want to balance the flexibility and performance of integers with readability in calculations.
vii. With allowable values of List or Range, you’ll get a series of buttons that allow you to obtain the list of values or range from various sources. Add from Tableau Parameter copies the list of values or range from an existing parameter; Add from Field copies the list of distinct values or range from a field in the data; Paste from Clipboard creates the list of values from the anything you have copied to the system clipboard. Clear All will clear the list of values.
viii. Click OK to save changes to Tableau parameter or Cancel to revert.
When the Tableau parameter creates, it appears in the data pane under the Parameters section. The drop-down menu for a parameter reveals an option to Show Parameter Control, which adds the parameter control to the view. The little drop-down caret in the upper-right corner of the parameter control reveals a menu for customizing the appearance and behavior of the parameter control. Here is the parameter control, shows a Single Value List, for the Tableau parameter create previously:
So, this was all in Tableau Parameter Tutorial. Hope you like our explanation.
Hence, in this Tableau Parameter tutorial, we learned about the parameter in Tableau, how to create parameter tableau, a stepwise procedure to create them. Furthermore, if you have any query feel free to ask in a comment section.
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