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.
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.
- Select a pre-existing parameter for the extension to manipulate.
- Choose a field to populate the parameter on selection.
- Choose which worksheet(s) to listen to for selections.
- Optional: Choose if you want keep the last selected values after deselection.
- Optional: Choose if you want to allow multi-select mode and if so, your delimiter.
- Make sure you have Node.js and Yarn installed.
- Clone or download and unzip this repository. Open the command line to the
extension-parameter-actions-masterfolder and runyarnto install the node modules. - Edit the
homepagein thepackage.jsonfile to the server where you are going to host the extension. For example:
"homepage": "http://localhost:8080",
- In the command line run
yarn buildto build the extension with the new homepage. Note, you can update thepackage.jsonfile to just runreact-scripts build, the rest is just to move the folders around. If you do this, look for thebuildfolder in the next step. - Copy the files in
docsto your web server at the path you specified in Step 3. - Update the existing or create a new manifest file (.trex) to point to the URL where you are hosting the extension with
/#/paramactat the end. For example:http://localhost:8080/#/paramact.
If you have questions about the extension or found a bug please open a new issue.