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.