Tableau Good to Great; Free Text Search!

19 November 2015
Another guest post from me on Chris Love's excellent Good to Great series..This is a really useful feature which I employed recently with a client. Have you ever needed to search for a value in a field which is in the underlying data but not appearing in the viz, or rather than using a quick filter type part of a dimension member name and have your inputted text filter a dashboard? If so look no further and watch the video below!The theory behind this is remarkably straightforward – create a text input Parameter and link it to a calculated field by using the below formula. The LOWER function negates the need for capitalisation and removes any limitations which might be encountered through Tableau’s usual case sensitivity.CONTAINS(LOWER([Dimension 1]), LOWER([Parameter Name]))ORCONTAINS(LOWER([Dimension 2]), LOWER([Parameter Name]))ORCONTAINS(LOWER([Dimension 3]), LOWER([Parameter Name]))ORCONTAINS(LOWER([Dimension 4]), LOWER([Parameter Name]))You can stack as many fields from the underlying datasource as you like into the calculation, whether they are represented in the viz or not.Enjoy!https://www.youtube.com/watch?v=2LGk2WqjOUA
Author:
Luke Stoughton
1st Floor, 25 Watling Street, London, EC4M 9BR
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