Tableau Deep Dive: Parameters – Parameter Properties

Data

Tableau Deep Dive: Parameters – Parameter Properties

Tableau Deep Dives are a loose collection of mini-series designed to give you an in-depth look into various features of Tableau Software.

In this article, we’re going to go into detail on all of the different properties in the Create Parameter window.

Parameter Properties

The Create Parameter window looks like this:

Tableau: Create Parameter window

Let’s explore each of these parameter properties:

Name

The name of your parameter. This is how it will appear throughout the Tableau interface and within your calculated fields (purple). As always, name it something that will make it easy to identify. As parameters can be re-used, try not to make the name too specific to your current use. You might find that you can use the same parameter over and over again.

Comment

Clicking on the button at the end of the Name input field opens up a text area with formatting options where you can add an optional comment. You can add comments to document what your parameter is doing, etc. I recommend this if you have multiple people accessing the same workbooks or if your parameter is being used in multiple worksheets.

Tableau: Edit Parameter > Comment” src=”/sites/default/files/blog-content/TDDParametersProp2.png” /></p>
<h4>Data Type</h4>
<p>There are six different data types: float, integer, string, Boolean, date and date & time. For Boolean, you can change the aliases for these values. For instance, if you’re testing profitability, TRUE might read <strong>Profitable</strong> and FALSE might read <strong>Not Profitable</strong>.</p>
<p align=Tableau: Parameter Properties > Data Type” src=”/sites/default/files/blog-content/TDDParametersProp3.png” /></p>
<h4>Current Value</h4>
<p>This value is what will be used as the default value when the visualization is loaded.</p>
<h4>Display Format</h4>
<p>You can format your parameter to display any of the standard formatting types, i.e. Standard Currency, Scientific, etc. when appropriate for the data type. I recommend mirroring the display format that is present in your view.</p>
<p align=Tableau Display Format

Allowable Values

There are three options here: all, list or range. These options are not available for Boolean naturally. The All radio button is easy. It allows the report consumer to enter any value into the parameter control. The input will ignore anything entered that does not correspond to the selected data type.

The List option is a list that you can define. You can even separately define the aliases for this list. For instance, let’s say I want use three different values of 1, 2 and 3, but I want the user to see a list of breakfast choices. The Value must correlate to the data type, but the Display As can be anything.

Tableau Parameter Allowable Values: List

You can copy values from another source by using the Paste from Clipboard button to the right of your list.

The Range option is available for float, integer, date and date & time. Imagine your parameter control as a number line. Range allows you to define the starting point of your line, the end point and the increment in between each notch on that line.

Tableau Parameter Allowable Values: Range

You can import these values from another parameter using the Set from Parameter button.

Set/Add from Field

The last option is the Add from Field (also known as Set from Field depending on your selected parameter properties). You can use this for either the List or Range option for Allowable Values. For instance, if you wanted to populate your list with all of the values in the Product Category dimension, you can select that field with this button to bring over those values.

Remember, parameters are static. The current values of your field will populate your parameter. Even if the values in that field change inside your data source, your parameter will not.

These options give you a great deal of control in how you build your parameter.

What’s Next?

Now that we’ve got all the foundational knowledge on when and how to use a parameter, let’s put all of this into practice. In the following articles, we’ll use parameters in filters, calculated fields, histograms and reference lines.

For the time being, let me know if you have any thoughts or questions on anything we’ve covered today. Looking forward to hearing from you!

Want more Tableau Deep Dives

  1. Tableau Deep Dive: LOD – Introduction to Detail
  2. Tableau Deep Dive: LOD – The Include Calculation
  3. Tableau Deep Dive: LOD – The Exclude Calculation
  4. Tableau Deep Dive: LOD – The Fixed Calculation
  5. Tableau Deep Dive: LOD – LOD Calculations vs. Table Calculations
  6. Tableau Deep Dive: Parameters – Parameter Overview
  7. Tableau Deep Dive: Parameters – Parameter Properties
  8. Tableau Deep Dive: Parameters – Filtering – Top N
  9. Tableau Deep Dive: Parameters – Calculated Fields
  10. Tableau Deep Dive: Parameters – Filtering Across Data Sources
  11. Tableau Deep Dive: Parameters – Bins
  12. Tableau Deep Dive: Parameters – Reference Lines
  13. Tableau Deep Dive: Parameters – Table Calculations
  14. Tableau Deep Dive: Sets – Introduction to Sets
  15. Tableau Deep Dive: Sets – Constant Sets
  16. Tableau Deep Dive: Sets – Computed Sets
  17. Tableau Deep Dive: Sets – IN/OUT
  18. Tableau Deep Dive: Sets – Combined Sets
  19. Tableau Deep Dive: Sets – Calculated Fields
  20. Tableau Deep Dive: Sets – Hierarchies
  21. Tableau Deep Dive: Dates – Introduction to Dates
  22. Tableau Deep Dive: Dates – Preparing Dates
  23. Tableau Deep Dive: Dates – More Date Functions
  24. Tableau Deep Dive: Dates – Exact Dates
  25. Tableau Deep Dive: Dates – Custom Dates
  26. Tableau Deep Dive: Dates – Rolling Dates
  27. Tableau Deep Dive: Dates – Calendar Filters
  28. Tableau Deep Dive: Dates – Week-by-Week Comparison
  29. Tableau Deep Dive: Dashboard Design – Planning
  30. Tableau Deep Dive: Dashboard Design – Layout & Structure
  31. Tableau Deep Dive: Dashboard Design – Proof of Concept
  32. Tableau Deep Dive: Dashboard Design – Adding Interactivity
  33. Tableau Deep Dive: Dashboard Design – Visual Best Practices
  34. Tableau Deep Dive: Dashboard Design – Optimization & Governance
  35. Tableau Deep Dive: Dashboard Design – Publishing
  36. Tableau Deep Dive: Table Calculations – Custom Sorts, Part One
  37. Tableau Deep Dive: Table Calculations – Custom Sorts, Part Two
  38. Tableau Deep Dive: Table Calculations – Custom Sorts, Part Three

More About the Author

Robert Curtis

Analytics Consultant
An Interactive Guide to Public Toilets in Australia Traveling requires planning. Where do you want to go? How will you get there? Where will you stay? What will you eat? These are the ...
Tableau Desktop Now Available in Dothraki With aims to broaden their global customer base, Tableau Software (NYSE: DATA) announced today a Dothraki language version. The ...

See more from this author →

Subscribe to our newsletter

  • This field is for validation purposes and should be left unchanged.