Now when I hover over the state of California, or any other state, the list is filtered to the state first, then the top 10 for that state is displayed in the tooltip. The filter will turn gray to show you it has been added to context: To add a filter to context so that it moves up in the order of operations, click on the filter on the Filters Shelf and choose “Add to Context”. The quickest way to get the result we are looking for is to add the newly added set filter to context so the list filters to each state first, followed by the top 10 filter for that state second. If the product was never sold in a state, we wouldn’t see any list when hovering over that state. We see four products when hovering over California because four of the top 10 overall were sold in the state of California at some point. What’s happening due to the filter order of operations is that the list is being filtered to the top 10 products overall first, then we see the products within the overall top 10 for each state that is hovered over. This is similar to what happens when you create a dashboard action. When you add a sheet to a tooltip as we’ve done, Tableau automatically creates a set filter to the underlying sheet. Understanding Tableau’s Filter Order of Operations I’ll also clean up the tooltip by placing the list under the other fields, adding some text to describe what’s in the list, and increasing the max width and height of the sheet in tooltip to 600 to ensure the list has room to be shown.Īll the components are in place to display the top 10 list when I hover over an individual state, but look what happens when I hover over the state of California: To add this sheet as a tooltip in the map, I must navigate back to the first sheet, click the Tooltip Marks Card, click the Insert button in the top-right corner of the tooltip dialog box that appears, hover over sheet, and choose the List sheet. I’ve placed the Product Name dimension on the Rows Shelf, Profit measure on the Text Marks Card, sorted the values in descending order, and added a dimension filter that keeps the top 10 products by profit: Your first instinct is likely to set up the list as follows: Before I share a trick for getting the top 10 list to work in the tooltips, I’m going to share a pitfall that you may come across – and perhaps the reason you ended up on this post. When a user hovers over the map, we will set up the tooltips to display the top 10 products by profit within that state.įirst, we need to set up a second sheet that contains the list of top 10 products. Premier Tableau eLearning from Playfair Data TVįor this tutorial, we will use this map showing profit by US state. This means that whatever dimension member you are hovering over on a dashboard will display a detailed top 10 list for that specific dimension member. This post will show you two approaches for filtering a list to the top 10 when it’s being used within a Tableau tooltip. The challenge is that due to the order of operations of Tableau filters, it’s tricky to filter the tooltip to the correct details. I’ll set up a sheet containing the detail and add it to the tooltip of an overview or filtered visual. One of my favorite ways to provide details on demand is through Tableau’s viz in tooltip feature. Most notably, the raw data does not provide the benefits of data visualization, and often means exporting the data from Tableau – stopping the flow of thought dead in its tracks. While I generally agree with the idea of a dashboard flowing from overview – to drilldown (or filtering) – to specific details when needed, there can be some negative consequences if your end users are too focused on the raw data. You may have heard the recommendation to provide your dashboard users details on demand. This content is excerpted from my book, Innovative Tableau: 100 More Tips, Tutorials, and Strategies, published by O’Reilly Media Inc., 2020, ISBN: 978-1492075653.
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