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A Tableau extension that allows you to update parameter values from worksheet selections.

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Parameter Actions

With this extension you can simply click on a mark or multiple marks on a worksheet and update a parameter with those values. This allows you to update reference lines, calculations, filters and more with just one click of your mouse.

How to use an Extension

Download the Parameter Actions manifest file. Open Tableau Desktop 2018.2 or higher, drag in the "Extension" object to a dashboard. Click "My Extensions" and find the manifest file (.trex) you downloaded above.

Using the Extension

  1. Select a pre-existing parameter for the extension to manipulate.
  2. Choose a field to populate the parameter on selection.
  3. Choose which worksheet(s) to listen to for selections.
  4. Optional: Choose if you want keep the last selected values after deselection.
  5. Optional: Choose if you want to allow multi-select mode and if so, your delimiter.

How to install for local use

  1. Make sure you have Node.js and Yarn installed.
  2. Clone or download and unzip this repository. Open the command line to the extension-parameter-actions-master folder and run yarn to install the node modules.
  3. Edit the homepage in the package.json file to the server where you are going to host the extension. For example:
"homepage": "http://localhost:8080",
  1. In the command line run yarn build to build the extension with the new homepage. Note, you can update the package.json file to just run react-scripts build, the rest is just to move the folders around. If you do this, look for the build folder in the next step.
  2. Copy the files in docs to your web server at the path you specified in Step 3.
  3. Update the existing or create a new manifest file (.trex) to point to the URL where you are hosting the extension with /#/paramact at the end. For example: http://localhost:8080/#/paramact.

Support

If you have questions about the extension or found a bug please open a new issue.

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A Tableau extension that allows you to update parameter values from worksheet selections.

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