This visualization demonstrates how to use parameters to allow users to create their own visualizations. In most businesses everyone wants to see something different. In some cases this means building multiple dashboards for different audiences. If you use parameters you can save space by allowing users to choose their own graph types, dimensions, and measures. 

Parameters for Dimension and Measure selection:

1. Create a new parameter - right click in the left side data, dimensions, and measures menu (Create Parameter)
2. In the parameter create your options for your users (dimensions or measures)
Ex: Dimensions: 
Now you have your parameter made but it isn't attached to anything.  In order to tie this all together we need to create a calculation.
3. Create a new calculation and follow this format
CASE [Parameter]
WHEN "Parameter Value" THEN [Dimension/Measure]
WHEN "Parameter Value 2" THEN [Dimension/Measure 2]
4. Create a visualization- instead of using a dimension or measure you will use your calculation that you created.
5. Test the parameter to make sure it works.

Parameters for Graph selection:

1. Create different graph types utilizing the dimension and measure parameters.
2. Create a dashboard
3. Drag on a layout container - layout containers allow your visualizations to be sized according to how much room they need.
4. Drag your sheets into the layout container ensuring that the container shows a dark blue outline before dropping the sheet
5. Create a parameter - in this parameter you should have the different graph type descriptions
6. Create a calculation - [Parameter]
7. Add the calculation to filters - this part is a little tricky.  Show your parameter and go to the sheet it's on.  Ex: If your parameter is set to "table" go to the table sheet.  Drag the calculation to filters.  When the filter dialog box comes up you should only see the viz type you are on.  In the table example you should only see "table" as a filter option.  Check it.
8.  Repeat step 7 for all graph types.
9. Go to the dashboard and try it out - you might have some minor tweaking and formatting to do.


Post a Comment