1. Titles and Toolbars

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    6. Data Export

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    9. Custom Views

    10. Pause/Resume Changes

    11. Dashboard Titles

    1. Filters

    2. Parameters

    3. Apply Button

    4. Filter Categories

    5. Hidden Sticky Filters/Parameters

    6. Specify Filter Sheet

    7. Mark Commenting

    8. URL Action Overrides (Link Target)

    9. Hidden Dashboards

    10. Replace Dashboard URLs

    11. Site Switcher

    12. Cache Filter/Parameter Options

    1. Data Manager Basics

    2. Web Data Connector (WDC)

    3. Connecting to Data Manager

    4. User Commenting

    5. Field Calculations

    1. Overview and Enabling

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    2. Backend Users

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    5. Linux: Cron Troubleshooting

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    1. Curator API Overview

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    5. Content

    6. User API

    1. Username Mapping

Documentation: Advanced Dashboard Features

Parameters

Parameters are used for various purposes within a dashboard. The system provides a user-friendly way to enter and change the parameter values for dashboards. Parameters can even be shared with more than one dashboard.

To create a parameter:

  1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
  2. Log in if prompted.
  3. Click on Tableau > Parameters in the left-hand menu.
  4. Click the "New Parameter" button.
  5. Enter the name of the parameter you want to be shown to your users in the "Display Name" field.
  6. Enter the name of the parameter from the dashboard in the "Parameter Name" field. This field text should be edited to match the field name in the data exactly. If there are any trailing whitespaces those will be removed on saving so you will need to remove them from the data name.
  7. Select the parameter type.
  8. Select the filter category if desired. See the Filter Categories Section for more information.
  9. If you want to enter a default value for the parameter to load the dashboard with initially.
  10. If you want the parameter value to be remembered from one dashboard to the next, turn on the sticky parameter feature.
  11. If you want to get the parameter options from the dashboard's allowable values list, turn on that feature.
  12. If you want to get the parameter options from the dashboard's data, turn on the "get parameter options from data" feature. Note that this will be slow if the dashboard contains a lot of data.
  13. Add parameter options if not getting the options directly from the dashboard.
  14. Click the "Save" button.

To add a parameter to a dashboard:

  1. While editing the dashboard, click on the "Misc" tab.
  2. Expand the "Filters & Parameters" section.
  3. Select the parameter(s) that are applicable to the dashboard.
  4. Click the "Save" button.

To apply a parameter:

  1. Navigate to the frontend of the system (e.g. https://www.site.com).
  2. Log in if prompted.
  3. Navigate to the desired dashboard by using the navigation menu.
  4. Open the filter menu on the right side of the screen.
  5. Select or enter the value of the parameter.