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Create Parameters in Tableau 98

This document discusses how to create and use parameters in Tableau. It provides a step-by-step process for creating parameters, including selecting a data type and allowable values. Parameters allow users to dynamically filter dashboards by entering values not present in the original dataset. The document also describes how to add parameters to sheets to build interactive filters, and how to edit existing parameters.

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Giri Raj
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35 views10 pages

Create Parameters in Tableau 98

This document discusses how to create and use parameters in Tableau. It provides a step-by-step process for creating parameters, including selecting a data type and allowable values. Parameters allow users to dynamically filter dashboards by entering values not present in the original dataset. The document also describes how to add parameters to sheets to build interactive filters, and how to edit existing parameters.

Uploaded by

Giri Raj
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Create Parameters in Tableau – An

Easy-to-follow Process
In this tutorial, we will learn about another interesting and useful feature of
Tableau that is Tableau parameters. Here, we will try and gain a good
understanding of the parameters in Tableau and their use in Tableau. We will
start by discussing the definition of parameters followed by learning how to
create parameters and use them in Tableau.

Parameters in Tableau
Parameters are like containers of values in Tableau. We can use parameters
dynamically to enter values that are not fixed or present in our data set
originally. For instance, we can enter a more than/less than condition into a
parameter, set a range for values that we wish to focus on in our analysis,
select top values, etc.

We can program the Tableau parameters in such a way that at the user end,
the control of the dashboard shifts entirely to the user from the author. A user
can easily interact with the dashboard elements through parameter values. A
parameter can be a string value, a numeric value, a range of numbers, a
currency and a lot more. Thus, in this way parameters offer a lot of flexibility
and freedom to the Tableau users to think of new scenarios and play with data
in a manner that gives them maximum output in the form of useful insights
from data.
Steps to Create a Parameter in Tableau
Follow the steps given in this section to create a parameter in Tableau.

Step 1: To create a parameter, click on the drop-down arrow present on the
top right corner of the Data pane. Select Create Parameter option from the
drop-down menu.
Step 2: A Create Parameter window will open. From this window, you can give
a name to the parameter, select its data type, set current value, allowable
values, etc.

We can add a data type we prefer from the list of available data types as shown
in the screenshot below.
Step 3: You can also select a display format for the parameter that you are
creating. The formats available are Number, Currency, Scientific, Percentage,
Automatic, Custom, etc.

Step 4: From the next option of Allowable values, you will find three
options; All, List and Range. This means that we can either select all the values
within a field and create a parameter. Or we can have a list of values of our
choice from the field or we can set a range within which we would like to have
values in the parameter.

For instance, let us add field values for our parameter from the Add from
field option. We select the field Sub-category from our list of fields.
A list of all the values within a field appears in the List of values section. You
can remove selected field values from the cross (⨯) icon given next to them.
Once you are done with selecting or removing values from the field, click
on OK.
Step 5: In this way, the newly created parameter “Top 10 brands” starts showing
in the Parameters section given at the bottom left.

Using a Parameter
Once a Tableau parameter gets created we can add it to a sheet by right-
clicking on the parameter’s name and selecting Add to Sheet option. From this
drop-down menu, you can use a lot of other options on the parameter such
as edit, copy, duplicate, rename, hide, delete, create, describe, etc.

If you select the Show Parameter Control option, a new parameter control box


appears on the right from where you can enter values manually to view
selected parameter values.

To hide this card or box, right-click on it and select the Hide Card option. Also,
from this drop-down menu, you can edit the parameter, edit title, format the
parameter and select the type of parameter card such as Type In, Single Value
List, Slider, and Compact List.

Edit a Parameter
If you wish to edit an already existing parameter, right-click on the name of
the parameter and then select Edit.. option from the drop-down menu.

Parameters in Filter
We can also use the parameters while applying filters. Also, we can instantly
create new parameters from the Filter window. To do this, open the drop-
down menu and select Create a New Parameter.. option.

In the next window, you are given the options to create a new parameter from
scratch.

Here, we create a range of 10 values. Click on OK once you are done with
creating the parameter.
As you can see in the screenshot below, a Tableau parameter filter of the top
10 brands or sub-category values is applied to our bar graph. This graph only
shows region-wise sales for the top 10 electronic brands.

We can also manually enter values in this type-in filter. For instance, we only
want to see the sales for the top 6 brands instead of 10. This can be achieved
by entering number 6 in the filter. By doing this, Tableau will show the sales
value for the top six brands.

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