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Filter cards, highlighters, tooltips and parameter controls
The four controls a viewer uses without any action set up: Show Filter cards that remove data, highlighters that dim non-matching marks while keeping context, tooltip behavior (Responsive or On Hover) and command buttons, and Show Parameter controls that change a value on the dashboard.
Create and modify a dashboard: Add worksheets to a dashboard; Add interactive elements for consumers (for example, show filters, data highlighter, tooltips); Add dashboard actions (for example, filter action, highlight action, parameter control, URL action); Configure a dashboard layout and create device-specific dashboards; Create a story and a story point.
~7 min read · 5 practice questions ·
What the exam expects
- Show a filter card for consumers with Show Filter, including for a field that is not yet used in the view.
- Turn on a data highlighter for a discrete field, and predict how it behaves on a dashboard with several sheets.
- Configure tooltips in the Edit Tooltip dialog: Responsive versus On Hover behavior, command buttons, Allow selection by category and All Fields.
- Show a parameter control so viewers can type, pick or slide a new parameter value on a worksheet or dashboard.
- Tell these consumer controls apart from dashboard actions (filter, highlight, URL), which need marks to be clicked or hovered.
Key terms:
- Filter card: an interactive card in the view that includes or excludes data for a field on the Filters shelf.
- Highlighter: a search card for a discrete field that highlights matching marks and dims the rest.
- Command buttons: the Keep Only, Exclude, Group Members, Create Set and View Data buttons at the top of a tooltip.
- Parameter control: a worksheet card that lets the viewer change a parameter's value.
Key facts
Show Filter on a field not in the view
- Detail
- Tableau Desktop allows it from the field's drop-down in the Data pane
Highlighter field requirement
- Detail
- Discrete, included in the view, affects the level of detail
Highlighter value sets
- Detail
- One value set at a time; with several highlighters, the last used is active
Highlighter on a sheet without the field
- Detail
- No match is found and that sheet's values are dimmed
Highlighter after a data update
- Detail
- Its values update automatically
Default tooltip behavior
- Detail
- Responsive: instant, command buttons only after a click
On Hover tooltip
- Detail
- Shows after the cursor rests; command buttons appear without a click
Open a parameter control
- Detail
- Right-click the parameter in the Data pane, Show Parameter
Parameter control display
- Detail
- Radio buttons, compact list, slider or type-in field, by data type and allowable values
Sources for this section (5)
- Filter Data from Your Viewshelp.tableau.com (opens in a new tab)
- Highlight Data Points in Contexthelp.tableau.com (opens in a new tab)
- Highlight Actionshelp.tableau.com (opens in a new tab)
- Control the Appearance of Marks in the Viewhelp.tableau.com (opens in a new tab)
- Create Parametershelp.tableau.com (opens in a new tab)
- Why does Hide Card not undo a filter?
- Why can't a string parameter use the Range option?
- When would you use Format > Highlighter?
- How do you label only the highlighted marks?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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