Tag: Dynamic Zone Visibility

Can you use Image Role & Dynamic Zone Visibility?

Donna Coles2 Comments

New year means only one thing – a change to the WorkoutWednesday hashtag! We’re now #WOW2023, and it was Lorna’s turn to kick the next year of challenges off with a focus on the latest Tableau features. This challenge uses the image role function introduced in 2022.4 and the dynamic role visibility feature introduced in 2022.3 (so you need to make sure you’re using at least 2022.4 to complete this).

Setting up the data source

Lorna provided an excel based data sheet which I downloaded. It contains several tabs, but the two you need to relate are Player Stats and Player Positions, relating as Lorna describes on both the Game ID and the Player Name

The data needs to be filtered to just the men’s competition, so I did this by adding a data source filter (right click on the data source -> Edit Data Source Filter) where Comp = Rugby League World Cup. Doing this meant I didn’t have to worry about adding fields to the Filter shelf at all.

Building the scatter plot

For the basic chart, simply add All Run Metres to Columns and Passes to Rows, then add Game ID and Name to the Detail shelf.

We need to identify which player and game is selected when a user clicks, so we need parameters to capture these.

pSelectedGameID

integer parameter defaulted to 0

pSelectedPlayer

string parameter defaulted to nothing/empty string/ ”

Show these parameters on the canvas, and then manually enter Brandon Smith and 21.

We now need calculated fields to reference the parameter values

Is Selected Player

[Name] = [pSelectedPlayer]

Is Selected Game

[Game ID] = [pSelectedGameID]

Both return a boolean True / False value, and we can then determine which combination of player/game each mark represents, which we need in order to colour the marks.

Colour : Scatter

IF [Is Selected Game] AND [Is Selected Player] THEN ‘Both’
ELSEIF [Is Selected Player] THEN ‘Player’
ELSEIF [Is Selected Game] THEN ‘Game’
ELSE ‘Neither’
END

Add this field to the Colour shelf, change the mark type to Circle and adjust the colours accordingly. Manually sort the order of the values so that the light grey ‘Neither’ option is listed last (which means it will always be underneath any other mark).

While not stated in the requirements, the marks for the selected player are larger than the others, so add Is Selected Player to the Size shelf, and adjust the size range to suit.

Adjust the tooltip and name the sheet Scatter.

Building the Bar Chart

On a new sheet, add Player Image and Game ID to Rows and All Run Metres and Passes to Columns. Add Is Selected Player to Filter and set to True. Edit the title of the sheet so it references the pSelectedPlayer parameter, and align centre.

Set the Player Image field to use the actual image of the player stored at the URL, by clicking on the ABC datatype icon to the left of the field in the data pane, and selecting Image Role -> URL

This will change the data type icon and update the view to show the actual player image

Add Is Selected Game to the Colour shelf on the All marks card and adjust accordingly. Remove the tooltips.

We need to show the axis titles at the top, rather than bottom. To do this add another instance of the All Run Metres field to the right of the existing one. Make dual axis and synchronise axis. Repeat with the Passes field by adding another instance to the right of the existing one and making dual axis again.

Set the mark type on the All marks card back to bar.

Right click on the All Run Metres bottom axis, remove the title, and set the tick marks to none. Repeat for the Passes bottom axis.

Right click on the All Run Metres top axis, and just set the tick marks to none. Again repeat for the Passes top axis.

Adjust the font of both axis title (right click axis -> format; I just set to Tableau Book) and then manually decrease the height of the axis.

Finally click the Label button on the All marks card and check the Show mark labels check box.

Then remove all column and row divider lines.

Adding the interactivity

On a dashboard, add a Vertical Layout Container, then add the bar chart into it and then add the scatter plot underneath. Remove the container that contains all the legends and parameters – we don’t need to show any of these. Hide the title of the scatter plot.

Add a dashboard parameter action to set the pSelectedPlayer parameter on select of a circle on the scatter plot. Set this parameter to pass the Name field into the parameter, and when clearing the selection, set the value to empty string/ nothing / ”

Select Player

Add another similar dashboard parameter action, which sets the pSelectedGame parameter in a similar way. This time, the Game ID field is passed into the parameter which is then set to 0 when the selection is cleared.

Select Game

If you test clicking on the scatter plot, you should now see the bar chart data disappear (although some white space about the height of the title remains) and you’ll also see that the circle selected is ‘highlighted’ compared to all the others.

To resolve the highlighting issue, navigate back to the scatter plot sheet, create a new calculated field called Dummy which just contains the string ‘Dummy’. Add this field to the Detail shelf.

Navigate back to the dashboard, and add a dashboard highlight action, that on select on the scatter plot, targets the same sheet on the same dashboard, but only focus on the Dummy field.

Deselect Marks

To make the whole section where the player bar chart is displayed, completely collapse, we need another parameter

pShowPlayerDetail

boolean parameter defaulted to false

We also need a boolean calculated field called

Show Player Detail

TRUE

Add this to the Detail shelf of the Scatter plot sheet.

Then navigate back to the dashboard, and create another parameter dashboard action, which on select of a circle on the scatter plot, sets the pShowPlayerDetail parameter based on the value from the Show Player Detail field. When the selection is cleared, reset the parameter to False.

Show Player Detail

Finally select the bar chart on the dashboard, then click the Layout tab on the left and side, and tick the Control visibility using value check box, and in the drop down select Parameters – > pShowPlayerDetail.

Now when a circle is clicked on, the bar chart section will completely disappear and the scatter plot will fill up the whole space.

Finalise the dashboard by adding the title and legend. My published viz is here.

Happy vizzin’!

Donna

Can you do this in one dashboard?

Donna ColesLeave a comment

For this week’s #WorkoutWednesday challenge, Lorna revisited a challenge set by Ann Jackson in 2019 which I completed and blogged about here. In that challenge we were using new navigational features introduced in v2018.3. In this recreation, we’re making use of the dynamic zone visibility feature introduced in v2022.3 (so you’ll need at least that version of Tableau to progress).

I used 5 worksheets to build this viz and, as required, just 1 dashboard. 4 of the worksheets relate to the KPI blocks, and the other for the bar chart.

Building the KPI blocks

I started by creating new measures

Count Customers

CountD([Customer Name])

Count Orders

COUNTD([Order ID])

Count Cities

COUNTD([City])

Count Products

COUNTD([Product Name])

On a new sheet, add Count Customers to Text. Then add Measure Names to Filter and filter to just show the Count Customers measure. Then add Measure Values to Text and Measure Names to Text. Remove the original Count Customers from Text. Set the view to Entire View and then centre align and format the text. Set the mark type to Square and increase the Size as large as possible. Set the Colour to the relevant colour and adjust the font to match mark colour. Remove any tooltips from showing by unchecking show tooltips on the Tooltip shelf. Name the sheet Customers.

Repeat the process for creating sheets for City, Products and Orders. You may find you need to format some of the measures to have no decimal places.

Finally add Aliases to Measure Names to change the display of the measure from being Count XXXX to just XXXX (right click on Measure Names in the left hand data pane – > Aliases

Note you could possibly have named the measures just Orders, Cities etc to start with, though I think a measure called Orders already existed, so I chose this way to be consistent.

Building the bar chart

We’re going to use Dimension swapping for this chart – that is build a single chart but use a parameter to determine which dimension needs to be displayed.

pDimension

String parameter which is hardcoded initially to the word Customers.

Create a new field which will determine which dimension to show

Dimension to Display

CASE [pDimension]
WHEN ‘Orders’ THEN [Order ID]
WHEN ‘Customers’ THEN [Customer Name]
WHEN ‘Products’ THEN [Product Name]
WHEN ‘Cities’ THEN [City]
END

Note the names in the CASE statement to be stored in the parameter need to match the aliases we defined above.

On a new sheet, add Dimension to Display to Rows and Sales to Columns and sort by Sales descending. Add both Dimension to Display and Sales to Label. Format the label as required and align left. You may need to widen the rows to see the text.

Add pDimension to Colour and set the colour for the Customers dimension. Set the font to match mark colour.

Remove all axis and header columns (uncheck show header), all gridlines and row/column dividers. Add a title to the chart which references the pDimension field.

Now update the pDimension parameter to the word Orders, and set the colour. Repeat for Cities and Products.

Building the dashboard

Add the objects on to the dashaboard in such a way that you have a Vertical container that contains a Horizontal container with Customers and Orders side by side, then another Horizontal container underneath (still within the Vertical container), with City and Products side by side, and then finally add the Bar chart underneath. Set the 4 KPI block sheets to fit entire view and the bar chart to fit width. Try not to be tempted to adjust and heights of widths of objects manually on the dashboard, as that can affect things when we try to collapse later. You’ve probably got something like this:

Add a parameter action to drive the setting of the pDimension parameter

Select KPI

On select of any of the KPI block sheets, update the pDiemsion parameter passing through Measure Names. When selection is cleared, set the value to <empty string>/nothing

If you manually set the pDimension parameter to empty, your display should look like

Remove the titles from displaying from the KPI block sheets.

Hiding and showing the relevant sheets

To achieve this, we’re making use of Dynamic zone visibility functionality. For this we need some boolean fields to be created.

Crate a new calculated field

Dimension Selected

[pDimension]<>””

Similarly, create a new calculated field

Dimension Not Selected

[pDimension]=””

Back on the dashboard, select the Customers KPI block sheet (easiest way is to click on the object in the Item hierarchy pane at the bottom of the layout tab on the left hand side, as you may have trouble selecting on the dashboard itself due to the interactivity added). Once the sheet is selected it will have a grey border around it. On the layout tab on the left, select the Control visibility using value checkbox and select the Dimension Not Selected field.

Repeat this against the other 3 KPI block sheets.

Then for the bar sheet, do the same, except this time, select the Dimension Selected field instead. As soon as you do this, the bar should disappear, but reappear once you click on a KPI.

And that should be it. My published viz is here

Happy vizzin’!

Donna

Selected Sub-Category Influence

Donna Coles1 Comment

Ann Jackson made a special guest appearance this week, setting this challenge to introduce the newly released 2022.3 feature of dynamic zone visibility. As a consequence, a pre-requisite to completing this challenge is to install v2022.3 🙂

I used 6 sheets to build my solution, and I’ll step through each one, and then what’s required to put it all together.

  • Building the Sub-Category Picker
  • Building the Sub-Category Counter
  • Building the Bar Chart
  • Building the Line Chart
  • Building the Viz in Tooltip
  • Building the Dot Plot
  • Hiding & Showing the Charts
  • Adding & Removing Sub-Categories

Building the Sub-Category Picker

On a new sheet, add Sub-Category to Rows and change the mark type to circle. Right click on the Sub-Category field in the Data pane, and Create -> Set. Select the entries from Accessories down to Copiers. This will create a new field in the data pane called Sub-Category Set. Add this field to the Colour shelf, and adjust colours according to whether the values are In or Out of the set.

Add a grey border around the circles (via the Colour shelf) and increase the size a bit. Format the text of the sub-categories so its larger and right aligned. Remove all row/column dividers and hide field labels for rows to remove the Sub-Category column title (right-click on the column title). Adjust the Tooltip. Add a title to the sheet and then name the sheet Sub Cat Picker or similar.

Building the Sub-Category Counter

Create a new calculated field

Count Sub Cats Selected

COUNTD(IF [Sub-Category Set] THEN [Sub-Category] END)

If the Sub-Category is in the set, the return the Sub-Category and count the number of distinct entries.

Then create

Count Total Sub Cats

COUNTD([Sub-Category])

This just counts them all.

On a new sheet, add both fields to the Text shelf, and adjust the text accordingly.

Remove the tooltip so it doesn’t display. Name the sheet Set Count Label or similar.

Building the Bar Chart

Create a new field

Profit Ratio

SUM([Profit])/SUM([Sales])

and format to a % with 0 dp.

On a new sheet, add Profit Ratio to Rows and Sub-Category Set to Columns and also to Colour.

Right click on the text ‘In’ either on the colour legend or at the bottom of the bar, and Edit Alias. Change the text to SELECTED. Do the same thing for the text ‘Out’ and change to OTHER.

Add a row grand total (Analysis menu -> Totals -> Show Row Grand Totals). Adjust the colour of the grand total bar. Right click on the text ‘Grand Total’ and select Format. In the pane on the left hand side, change the Grand Total Label to read ALL PRODUCTS.

Create a calculated field

Overall PR

{SUM([Profit])}/{SUM([Sales])}

The { } make this a FIXED Level of Detail (LoD) calculation, so calculates over the complete data set.

Then create

PR Difference from Overall

[Profit Ratio]-SUM([Overall PR])

and format this to a custom number format of +0.0%;-0.0%;

Adding the second semi-colon implies there is a format for +ve numbers, -ve numbers and zero. In this instance we want zero difference to be displayed as blank.

Add both these fields the the Label shelf and adjust the font/layout accordingly, and match mark colour. Adjust the tooltip too.

Remove the profit ratio axis, remove all gridlines and row/column dividers. Add an axis ruler to the columns. Adjust the colour/size of the column labels. Hide the In/Out of Sub-Category Set column label (hide field label for columns). Add a title to the sheet and name the sheet Bar Chart or similar.

Building the Line Chart

On a new sheet, and Order Date to Columns and set to be a continuous (green) pill at the Quarter-Year level. Add Profit Ratio to Rows and Sub-Category Set to Colour.

Create a new calculated field

PR Per Quarter

{FIXED DATETRUNC(‘quarter’, [Order Date]):SUM([Profit])} /
{FIXED DATETRUNC(‘quarter’, [Order Date]):SUM([Sales])}

and format this to % with 0dp.

Add this to Rows next to Profit Ratio.

Make the chart dual axis and synchronise the axis. Remove Measure Names from the All marks card, and remove the In/Out Sub-Category Set pill from the colour shelf of the PR Per Quarter marks card. Manually adjust the colour of this line to the appropriate shade.

On the All marks card, click the Label shelf, and check the Show mark labels option and select line ends. Adjust the font of the labels to be smaller, bold and to match mark colour.

Right click on the PR Per Quarter axis on the right hand side and select move marks to back, the right click again and uncheck Show Header to hide that axis.

Right click on the bottom axis, and Edit Axis and remove the axis title. Edit the left hand axis and amend the title so its capitalised.

Format the font of both axis, so the text is smaller, and then remove all row/column dividers, and all gridlines and zero lines. Add axis rulers for both the rows and columns.

Then add a sheet title and subtitle and name the sheet Line Chart or similar. I use this site to get the circular symbols used in the subtitle.

Building the Viz in Tooltip

The line chart shows another chart on hover.

On a new sheet, add Order Date as a blue discrete pill set to the Quarter-Year level, to Rows then add Sub-Category Set to Rows too. On the Columns shelf, double click and manually type in MIN(1). Add Sub-Category Set to Colour, then edit the MIN(1) axis to fix it from 0 to 1.

Add subtotals (Analysis menu -> Totals -> Add all subtotals). This will add a Total row to each section. Manually adjust the colour of the Total bar if need be via the colour legend.

Right click on the text ‘Total’ in the chart, and format. Amend the Total label to read ‘ALL PRODUCTS’ instead.

Add Profit Ratio to the Label and ensure the font matches mark colour. You may need to adjust the font size and boldness, and expand the row height a bit to see the text.

Hide the Order Date column, adjust the font of the Sub-Category Set column to be darker/bolder and right aligned, and adjust the column width so all the text is displayed.

Hide the MIN(1) axis, remove all row/column dividers and hide the Sub-Category Set column label. Then set the sheet to Entire View, and name the sheet VIT or similar.

Return the Line Chart sheet, and on the Tooltip shelf of the All marks card, adjust the tooltip to display the Order Date and insert a reference to the VIT sheet via the Insert -> Sheets -> VIT option

Adjust the height and width to suit.

Building the Dot Plot

On a new sheet, add Sub-Category Set to Rows and Profit Ratio to Columns. Change the mark type to circle. Then add Product ID to the Detail shelf and Sub-Category Set to Colour. Add column grand totals and adjust the colour of the grand total if need be. Format the ‘Grand Total’ text so it reads ALL PRODUCTS.

To get a clearer idea of how many products there are, we are going to randomly spread the dots across a vertical y-axis. For this we create

Jitter

RANDOM()

This just returns a number between 0 and 1.

Add this field to Rows and change it to be a Dimension. Adjust the opacity of the Colour to 50%.

Hide the Jitter axis. Make the header column wider, so the text doesn’t wrap, and adjust the text to b bigger and bolder and right aligned. Hide the Sub-Category Set column heading. Adjust the size and title of the Profit Ratio axis. Remove all gridlines and column dividers.

Right click on the Profit Ratio axis and add a reference line, which is set per pane to the the Total of the Profit Ratio. Use the Value as label and set the line to be a dotted black line at 100% opacity.

Add Product Name to the Tooltip and adjust accordingly. Add a title and name the sheet Dot Plot or similar.

Hiding & Showing the Charts

We’re going to control which sheet displays by use of a parameter, so I created

pChartSelector

an integer list from 1-3 which are mapped to the 3 display values

Then create a dashboard sheet and using layout containers build out the dashboard. I used a horizontal container in the centre of my dashboard. Within that I used a vertical container to house the Sub-Category Picker and the Sub-Category Counter. Then the 3 charts (bar, line and dot plot) were arranged next to that. I fixed the width of the vertical container with the picker and counter. The pChartSelector parameter is then added at the top right. I made use of both inner and outer padding and background colours of pale grey and white to get the look as reqiured.

To make the hide/show functionality, I created the following fields

Show bar

[pChartSelector]=1

Show line

[pChartSelector]=2

Show dot plot

[pChartSelector]=3

I added Show bar to the Detail shelf of the bar chart sheet, Show line to the Detail shelf of the line chart sheet and Show dot plot to the Detail shelf of the dot plot sheet.

Then back on the dashboard, I selected the bar chart sheet (so it’s surrounded by a dark grey border), and on the Layout tab on the left hand side, I checked the Control visibility using value checkbox and selected the Show bar field

I then repeated this process, this time selecting the line chart sheet, and when I checked the Control visibility checkbox, I selected the show line field instead. this made the line chart disappear, since my parameter was set to ‘Compared to the Total’ which was equivalent to the parameter = 1 and not 2. Changing the parameter to ‘Over Time’ and my line chart showed and the bar disappeared.

Repeat the process again for the dot plot, selecting the show dot plot field instead. Now only 1 chart should display at a time.

Adding & Removing Sub-Categories

The final step is to add the interactivity to allow selection and removal of a sub-category when clicking on the circles of the Sub-Category Picker sheet.

First, you need to add a dashboard action which changes set values

Add Sub-Categories

Uses the Sub Cat Picker sheet as source and on Select targets the Sub-Category Set by Adding values to the set. The values are retained when the selection is cleared.

Then add another dashboard action to change set values. This one is called

REMOVE

Uses the Sub Cat Picker sheet as source and via the Menu targets the Sub-Category Set by Removing values from the set. The values are retained when the selection is cleared.

The title of REMOVE is what is then displayed in the text of the tooltip when a circle that has been added is the clicked again.

Phew!

Quite a lengthy post this week, but there’s a lot going on. My published viz is here.

Happy vizzin’!

Donna