tableau / extension-parameter-actions

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

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.

Using the Extension from Tableau Exchange (Recommended)

See the Tableau Help topic Use Dashboard Extensions for directions. When presented with the list of available Dashboard Extensions, search for Parameter Actions to find and install this one.

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.

Download the Extension Code to Develop Locally

If you want to use a locally-built version of this extension or if you want to make any of your own changes, follow these steps:

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",

4. 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.
5. Copy the files in docs to your web server at the path you specified in Step 3.
6. 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

Tableau customers can contact the Tableau Support team for help.

For any local build or code related questions, please post to the Issues tab here for community support.

extension-parameter-actions's Issues

Download Node.js and Yarn

Hi ,

Thanks for providing Parameter extension.

is it requirement that Node.js and Yarn is installed for extension to work ?

I have downloaded extension and on dashboard trying to use extension but in (Configure Action) Select a Parameter selection is greyed out and unable to select.

Thanks and Regards,
Hiren