TABLEAU：从辅助数据源到仪表板上的多个数据源创建全局过滤器 [英] TABLEAU: Create global filter from a secondary data source to multiple data sources on dashboard

问题描述

我有一个Tableau仪表板，其中包含由3个数据源（即A，B，C）创建的各种可视化数据。

每个数据源都有一个关系相同的辅助数据源（即D），辅助数据源提供了为每个数据源创建过滤器的信息。换句话说，我的数据源有以下关系：
A - D
B - D
C - D b
$ b

我想在我创建的仪表板上创建一个全局过滤器。我想要一个从D的过滤器卡片出现并一次性应用到A，B和C，而不是为每个数据源显示单独的过滤器卡片。 b
$ b

我试图通过参数和计算字段创建一个全局过滤器，但该参数需要连接层，因为数据源A，B和C只有D的共同点。

想法？

解决方案

但听起来您正在工作表上使用Tableau数据混合来包含来自多个数据源的数据，而不是基于多个表创建数据源的联接。如果所有的表都在同一个数据库服务器或电子表格上，那么传统的联接通常比数据混合更有效。

以下方法通常效果不错。

不是使用Tableau的快速筛选功能，而是仅基于D创建一个工作表，显示您希望用于筛选的值。它可以是一个简单的名单列表，或者是一个气泡图或任何你喜欢的东西。将该工作表用作过滤器，方法是在源代码中创建操作，并将仪表板上的所有其他工作表作为目标。通常情况下，您需要明确指定字段名称。

数据混合是有用的，但可能很复杂。根据具体情况，您可能需要将D作为其他工作表的主要数据源。实验。

您提到的参数和计算字段可能比使用操作更简单快捷，但用户被限制为为参数选择单个值，而不像过滤器操作做法。 （当然，一个参数值可以在目标数据源字段中表示多个值，完全取决于计算字段如何解释参数）。

我不明白为什么这不适合你或你的意思是连接层。你可能会考虑澄清你的问题的一部分。

I have a Tableau dashboard with various visualizations created from 3 data sources (i.e. A,B, C).

Each data source has a relationship (join) with the same secondary data source (i.e. D), and the secondary data sources provides information to create a filter for each data source. In other words, there is the following relationship for my data sources: A - D B - D C - D

I would like to create a global filter on a dashboard I have created. I would like one filter card from "D" to show up and be applied to "A," "B," and "C" at once rather than having a separate filter card show up for each data source.

I tried to create a global filter via a parameter and calculated field, but the parameter requires layers of connections because data sources "A,B, and C" only have "D" in common.

Thoughts?

解决方案

Its not completely clear from your question, but it sounds like you are using Tableau data blending on your worksheets to include data from multiple data sources, rather than a join to create a data source based on multiple tables. If all your tables are on the same database server or spreadsheet, then traditional joins are usually more efficient than data blending.

The following approach often works well.

Instead of using Tableau's quick filter feature, create a worksheet based solely on D that shows the values you wish to use for filtering. It can be a simple list of names, or a bubble chart or anything you like. Use that worksheet as your filter by creating actions where it is the source and all the other worksheets on your dashboard are the target. Typically, you would want to specify the field names explicitly.

Data blending is useful but can be complex. Depending on details, you may need to make D the primary data source on your other worksheets. Experiment.

The parameter and calculated field you mentioned can be even simpler and faster than using actions, but users are restricted to selecting a single value for a parameter unlike the filter action approach. (Of course, one parameter value can represent multiple values in your target data source field depending entirely on how your calculated field interprets the parameter).

I can't tell why that didn't work for you or what you mean by "layers of connections". You might consider clarifying that part of your question.

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