Monday 31 October 2016

convert [year] column to date


convert [year] column from excel to date

DATEADD('year', INT([Year])-1900, #1900-01-01#)

https://community.tableau.com/message/235385

Friday 30 September 2016

Georeferrence vector in QGIS

1. get maps EPSG Projection 2953 - NAD83(CSRS) / New Brunswick Stereographic
2. clip vetor - https://www.youtube.com/watch?v=b3c_XRY7oQs
3. create control points - https://www.youtube.com/watch?v=gU05Zh_0d7A
4. captura coordenadas e cria txt:

# linear transformation from xy local to latlong
# 4 maps corners defined
# UL NW
# UR NE
# LR SW
# LL SE
x1 y1sem referencia x1 y1real                                   1    2
x2 y2sem referencia x2 y2real                                   4    3
x3 y3sem referencia x3 y3real
x4 y4sem referencia x4 y4real   

6. Processing>toolbox>advance interface>grass commands>vetor>v.transform.pointsfile

https://www.youtube.com/watch?v=XEaDKUajB5c

Thursday 29 September 2016

Create Tableau Maps from Shapefiles

https://onlinehelp.tableau.com/current/pro/desktop/en-us/maps_shapefiles.html

Create Tableau polygons from shapefiles using QGIS

Before you follow the steps in this section, the coordinates in your shapefile should already be in the form of decimal latitude and longitude units, specifically using EPSG: 4326, WGS 84.
Additionally, this procedure requires you to use QGIS Desktop, an open source GIS that supports many different shapefile formats.

Step 1: Download shapefile data

Step 2: Use QGIS Desktop to convert shapefiles to CSV file format

  1. Open QGIS Desktop.
  2. Select Plugins > Manage and Install Plugins.
  3. In the Plugins dialog box, do the following:
    • In the search bar at the top, search for mmqgis.
    • Select the mmqgis plugin that appears, and click Install plugin.
    • Click Close.
  4. On the left side of the workspace, click the Add Vector Layer icon.
  5. In the Add vector layer dialog box, do the following:
    • Under Source type, click Directory.
    • Under Source, click Browse, and then navigate to and select the US Counties folder.
    • Click Open.
  6. If the Select vector layers to add dialog box appears, select cb_2015_us_county_500k, and then click OK.
  7. The polygons in the shapefile are plotted on the canvas and a layer is added to the Layers Panel.

  8. Select Vector > Geometry Tools > Multipart to Singleparts.
    This breaks any multiple polygons in the shapefile into single polygons so that Tableau can read and plot them properly on a map view. If you skip this step, certain locations in your map view might not plot correctly because Tableau does not recognize that they might be separate polygons. For example, in the image below, some of the Wisconsin counties along Lake Superior are not plotted properly.
  9. In the Multipart to singleparts dialog box, do the following:
    • For Input line or polygon vector layer, make sure US Counties cb_2015_us_county_500k any is selected.
    • For Output shapefile, click Browse.
      In the new dialog box that opens, name the file Single Polygons and save it on your computer.
    • Click OK, and then click Close to return to the QGIS workspace.
    The Single Polygons layer is added to the Layers Panel.

  10. Select MMGIS > Import/Export > Geometry Export to CSV File.
  11. In the Export Geometry to CSV dialog box, do the following:
    • For Source Layer, make sure that Single Polygons is selected.
    • For Output Nodes CSV File, click Browse.
      In the subsequent dialog box that opens, name the file nodes.csv and save it to a location on your computer.
    • For Output Attributes CSV File, click Browse.
      In the subsequent dialog box that opens, name the file attributes.csv and save it in the same location that you saved the nodes.csv file.
    • For Line Terminator, select LF. This ensures that any spaces are removed from cells in the CSV file.
    • Click OK.
The two CSV files, nodes.csv and attributes.csv, are saved to the location you chose.

Step 3: Prepare the Nodes CSV file for Tableau

  1. Open the nodes.csv file you saved.
    Note: The CSV file used in this example contains approximately 1,037,335 rows of data. Due to worksheet size limits, you might not be able to open this file in older versions of Microsoft Excel.
  2. Add a new column called Path, which lists a sequence of numbers from 1 to however many records are in the file.
    For this example, there are 1048575 records. For shortcuts on adding a sequence of numbers in Microsoft Excel, see the Microsoft Office Support website.
  3. Save and close the file.

Step 4: Connect to CSV files in Tableau and prepare your fields for creating map views

  1. Open Tableau Desktop.
  2. On the Connect section of the start page, click Text File.
  3. Select the nodes.csv file that you created with QGIS.
  4. The nodes.csv file is added to the top of the canvas on the data source page. If you saved the nodes.csv and attributes.csv files in the same place, they both appear in the left pane.

  5. From the left pane, drag attributes.csv to the top of the canvas, to the right of the nodes.csv file.
    Tableau creates an inner join between the two data sources because they have a field in common: Shapeid.
  6. In the grid on the bottom half of the workspace, click Update Now to view your data.
  7. In the grid, for the Shapeid (Attributes) and Shapeid columns, click the data type icon and select String.

    Important: If you do not change both Shapeid columns to be string data types, the join between the two data sources breaks.
  8. In the grid, for the X column, click the data type icon and select Geographic role > Longitude.
  9. For the Y column, click the data type icon and select Geographic role > Latitude.
  10. Click Sheet 1.

Step 5: Build the map view

  1. From the Measures pane, under nodes#csv, drag Shapeid(Count) and Path up to the Dimensions part of the Data pane.
    This converts the two fields from measures to dimensions and ensures that Tableau treats these fields as discrete locations.
  2. From Measures, under nodes#csv, drag the X field to the Columns shelf, and the Y field to the Rows shelf.
    Tableau adds an aggregation to each field on the Columns and Rows shelves and creates a map view with one mark.
  3. On the Marks card, click the Mark Type drop-down arrow and select Polygon.
    This ensures that you can create a polygon map, instead of a point data map.
  4. From Dimensions, drag Shapeid to Detail on the Marks card.
    The view temporarily updates to look like the following. Next, you tell Tableau where and in which order to plot each of the polygons.
  5. From Dimensions, drag the Path field to Path on the Marks card.
    Note: If you do not see the Path option on the Marks card, check that the mark-type is set to Polygon, not Automatic or Filled Map. See step 3.
    The view updates to a legible map of the United States, with a separate polygon for every county. By adding the field Path, which is the column you manually created in the nodes.csv file, you tell Tableau which order to draw the polygons on the map.

    You can zoom in and out of the map view, adjust the color of the marks, and even customize the background map. You can also blend additional data, such as sales data, to one of the CSV files to perform additional analyses on your location data. For more information about blending geographic data, see Data Blending vs. Custom Geocoding.

Add point data from shapefiles using QGIS

You can also use QGIS Desktop to convert point data from shapefile to CSV file format, and then add that point data on a map in Tableau.
Follow the steps below to learn how to use QGIS Desktop to convert shapefile data to text files and then use that data to create a point data map in Tableau. For information on how to download QGIS Desktop, see the Before you start section.

Step 1: Download shapefile data

  1. Go to the Natural Earth website and download the Airports data.
  2. Extract the shapefiles to a folder on your computer. In this example, the folder is named Airports and is saved on the Desktop.

Step 2: Use QGIS Desktop to convert shapefiles to CSV file format

  1. Open QGIS Desktop.
  2. On the left side of the workspace, click the Add Vector Layer icon.
  3. In the Add vector layer dialog box, do the following:
    • Under Source type, click Directory.
    • Under Source, click Browse, and then navigate to and select the airports folder.
    • Click Open.
    The points in the shapefile are plotted on the canvas and a layer is added to the Layers Panel (highlighted in blue).
  4. In the Layers Panel, right-click the airports layer, then click Save As.
  5. In the Save vector layer as dialog box, do the following:
    • For Format: Select Comma Separated Value.
    • Click Browse to select the location where you want to save the file, and then click OK.

Step 3: Connect to the CSV file in Tableau and build the map view

  1. Open Tableau Desktop.
  2. On the Connect section of the start page, click Text File.
  3. Select the airports CSV file that you created with QGIS.
    The airports.csv file is added to the top of the canvas on the Data Source page.
  4. In the grid, for the X column, click the data type icon and select Geographic role > Longitude.
  5. For the Y column, click the data type icon and select Geographic role > Latitude.
  6. Click Sheet 1.
  7. On Measures, double-click the X (Longitude) and Y (Longitude) fields to add them to the Columns and Rows shelves.
    A map with a single point appears.
  8. From Dimensions, drag Name to Detail on the Marks card.
    Every airport listed in the Name field is displayed as a point on the map because each airport corresponds to a latitudinal and longitudinal value.

Thursday 7 July 2016

average of the average

WINDOW_AVG(AVG([your field]))

Check if is pane or table (down)

Monday 4 July 2016

Tableau Resources - Mapping, charts, Tips

http://healthintelligence.drupalgardens.com/content/resources/tableau-training

Mapping in Tableau


Mapbox and Tableau

Spatial Functions

Likert Scale Viz - survey data in Tableau

http://www.datarevelations.com/visualizing-survey-data

http://www.datarevelations.com/using-tableau-to-visualize-survey-data-part-2.html

Friday 24 June 2016

Embed google maps on tableau dashboard

Option # 1

Dashboard> Actions> hyperlink > http://maps.google.com/maps/?daddr=<AVG(Latitude)>,+<AVG(Longitude)>


Option #2 (need a HTML to embed the map)

1. get Google Maps APIs Key
https://console.developers.google.com/apis/library  then > https://console.developers.google.com/apis/api/maps_embed_backend/overview
  1. Visit the APIs Console at Google Developers Console and log in with your Google Account.
  2. Click the Services link from the left-hand menu.
  3. Activate the Google Maps Embed API service. (click on the button ENABLE)
  4. Add credentials: Key for browser apps.
  5. create a browser name and the key will be generated
  6. https://community.tableau.com/thread/164784?keywords=Google%20Maps%20Embed%20API%20must%20be%20used%20in%20an%20iframe

http://www.dataplusscience.com/EmbedGoogleMaps.html

Thursday 23 June 2016

Web Page Objects on Tableau Dashboards

http://www.clearlyandsimply.com/clearly_and_simply/2012/09/web-page-objects-on-tableau-dashboards.html

VIZ for GA data

http://talkdatatome.net/2014/05/27/plotting-two-different-time-series-on-the-same-line-graph-in-tableau/

Map controls tip

ControlsOld map control (Tableau 8.3 and prior)New map control (Tableau 9)



default controlselect points using Rectangular Selection toolpan on the map
Shift + Left Click (hold)pan on the mapsame
Control + Shift + Left Click (hold)zoom in with rectangle controlsame
Control + Shift + Alt + Left Click (hold)zoom out with rectangle controlsame



A (press)nothingSets control to Rectangular Selection
S (press)nothingSets control to Radial Selection
D (press)nothingSets control to Lasso Selection
Shift + A (press)nothingLocks control to Rectangular Selection
Shift + S (press)nothingLocks control to Radial Selection
Shift + D (press)nothingLocks control to Lasso Selection




http://www.dataplusscience.com/MapControlTips.html

Wednesday 22 June 2016

QGIS


1.menu de baixo trocar EPSG para WGS 84
2. calcular centroide - Select Polygon Centroids menu item Vector>Geometry Tools>Polygon Centroids e depois Export/Add Geometry (salva como novo shp)
 https://cmapsconnect.com/tutorial/getting-shapefile-centroids-center-point/#gsc.tab=0
3. menu layer >open table attribute p ver coordenadas
4. menu layer > save layer as file (csv)


Wednesday 15 June 2016

Converting Latitude/Longitude from Degrees/Minutes/Seconds to Decimal Degrees

http://kb.tableau.com/articles/knowledgebase/convert-latitude-longitude

Bend custom geocoding in Tableau






I press Ctrl + A to select all the marks on the map (or Area select them) and then right-click a mark and select “View Data”.
Now I have every zip code within a region along with the associated Latitude and Longitude.  Now, simply press Ctrl + A to select all rows, then Copy, then close the dialog box, then Ctrl + V to paste back into Tableau as a new data source!

http://vizpainter.com/poor-mans-custom-geocoding-in-tableau-part-2/

Data blending in Tableau


Tuesday 14 June 2016

Create parameter to change level of geographical level


http://vizpainter.com/another-tableau-mapping-tip-geographic-drill-down-to-lower-levels-of-detail/

Overlap 2 different layers (filled and shape) in tableau


Create a dual-axis map.
  1. Add one level of the hierarchy (for example, states) to the view by double-clicking the field in the Dimension pane. This will add the generated Latitude and Longitude fields onto the Column and Rows shelf.
  2. Add an additional instance of Latitude (generated) to the Rows shelf.
  3. Add the other desired level of the hierarchy (for example, city) to the Marks card for the second Latitude (generated) field.
  4. On the Rows shelf, right-click on the second Latitude (generated) field and select Dual Axis.

Numeric field in seconds to HH:MM:SS

[field in seconds]/(60*60*24)

format > custom> hh:mm:ss

https://community.tableau.com/message/224840

Google Analytics Measures formulas in Tableau

http://kb.tableau.com/articles/knowledgebase/useful-ga-measures

Group Measures NameTableau FormulaVersion
AdSenseAdSense CTR[AdSense Ads Clicks]/[AdSense Page Impressions]8.2 and later
AdSenseAdSense eCPM[AdSense Revenue]/[AdSense Page Impressions]*0.0018.2 and later
AdWordsCPM[Cost] / ([Impressions] / 1000)8.0 and later
AdWordsCPC [Cost] / [Clicks]8.0 and later
AdWordsCTR[Clicks] / [Impressions]8.0 and later
AdWordsCost per Transaction [Cost] / [Transactions]8.0 and later
AdWordsCost per Goal [Cost] / [Goal Completions]8.0 and later
AdWords Cost per Conversion[Cost] / ([Transactions] + [Goal Completions])8.0 and later
AdWordsRPC ([Revenue] + [Goal Value]) / [Clicks]8.0 and later
AdWordsROI([Revenue] + [Goal Value] - [Cost]) / [Cost]8.0 and later
AdWordsMargin ([Revenue] + [Goal Value] - [Cost]) / ([Revenue] + [Goal Value])8.0 and later
App TrackingScreens / Sessions[Screen Views]/[Visits]8.2
App TrackingScreens / Sessions[Screen Views]/[Sessions]8.2.1 and later
EcommerceEcommerce Conversion Rate[Transactions] / [Visits]8.0 – 8.2
EcommerceEcommerce Conversion Rate[Transactions] / [Sessions]8.2.1 and later
EcommerceAvg. Value [Revenue] / [Transactions]8.0 and later
Ecommerce Per Visit Value [Revenue] / [Visits]8.0 – 8.2
Ecommerce Per Session Value [Revenue] / [Sessions]8.2.1 and later
EcommerceTotal Value[Revenue] + [Goal Value]8.0 and later
EcommerceRevenue per Item[Product Revenue] / [Quantity]8.0 and later
EcommerceItems per Purchase [Quantity] / [Unique Purchases]8.0 and later
Event TrackingAvg. Value [Event Value] / [Total Events]8.0 and later
Event Tracking Events per Visit with Event[Total Events] / [Visits with Event]8.0 – 8.2
Event Tracking Events per Session with Event[Total Events] / [Sessions with Event]8.2.1 and later
ExceptionsExceptions / Screen[Exceptions]/[Screen Views]8.2 and later
ExceptionsCrashes / Screen[Fatal Exceptions]/[Screen Views]8.2 and later
Goal ConversionsPer Visit Goal Value [Goal Value] / [Visits]8.0 – 8.2
Goal ConversionsPer Session Goal Value [Goal Value] / [Sessions]8.2.1 and later
Goal ConversionsGoal Conversion Rate [Goal Completions] / [Visits]8.0 – 8.2
Goal ConversionsGoal Conversion Rate [Goal Completions] / [Sessions]8.2.1 and later
Goal Conversions Abandoned Funnels [Goal Starts] - [Goal Completions]8.0 and later
Goal ConversionsTotal Abandonment Rate ([Goal Starts] - [Goal Completions]) / [Goal Starts]8.0 and later
Internal SearchAvg. Search Results Views [Search Result Views] / [Total Unique Searches]8.0 and later
Internal Search % Visits with Search[Visits with Search] / [Visits]8.0 – 8.2
Internal Search % Sessions with Search[Sessions with Search] / [Sessions]8.2.1 and later
Internal SearchAvg. Search Depth[Search Depth] / [Total Unique Searches]8.0 and later
Internal SearchAvg. Search Duration [Time after Search] / [Total Unique Searches]8.0 and later
Internal Search % Search Exits [Search Exits] / [Total Unique Searches]8.0 and later
Internal Search Search Goal Conversion Rate [Goal Completions] / [Total Unique Searches]8.0 and later
Internal SearchGoal Value per Search [Goal Value] / [Total Unique Searches]8.0 and later
OtherApp Views per Visit [App Views] / [Visits]8.0 – 8.2
OtherApp Views per Session [App Views] / [Sessions]8.2.1 and later
OtherAvg. Visit Duration [Visit Duration] / [Visits]8.0 – 8.2
OtherAvg. Session Duration [Session Duration] / [Sessions]8.2.1 and later
OtherActions per Social Visit [Social Actions / [Unique Social Actions]8.0 – 8.2
OtherActions per Social Session [Social Actions / [Unique Social Actions]8.2.1 and later
OtherAvg. User Timing (sec) [User Timing (ms)] / [User Timing Sample]8.0 and later
Other % New Visits[New Visits] / [Visits]8.0 – 8.2
Other % New Sessions[New Sessions] / [Sessions]8.2.1 and later
Page Tracking Entrances/Pageviews [Entrances] / [Pageviews]8.0 and later
Page Tracking Entrance Bounce Rate [Bounces] / [Entrances]8.0 and later
Page TrackingBounce Rate [Bounces] / [Visits]8.0 – 8.2
Page TrackingBounce Rate [Bounces] / [Sessions]8.2.1 and later
Page Tracking Pages/Visit [Pageviews] / [Visits]8.0 – 8.2
Page Tracking Pages/Session [Pageviews] / [Sessions]8.2.1 and later
Page TrackingAvg. Time on Page [Time on Page] / ([Pageviews] - [Exits])8.0 and later
Page Tracking % Exit [Exits] / [Pageviews]8.0 and later
Page TrackingAvg. Page Load Time ([Page Load Time] / [Page Load Sample]) * 0.0018.0 and later
Site Speed Avg.Avg. Document Content Loaded Time (sec)([Document Content Loaded Time (ms)]/[DOM Latency Metrics Sample])*0.0018.2 and later
Site Speed Avg.Avg. Document Interactive Time (sec)([Document Interactive Time (ms)] / [DOM Latency Metrics Sample])*0.0018.2 and later
Site Speed Avg.Domain Lookup Time ([Domain Lookup Time] / [Speed Metrics Count]) * 0.0018.0 and later
Site Speed Avg.Page Download Time ([Page Download Time] / [Speed Metrics Count]) * 0.0018.0 and later
Site Speed Avg. Redirection Time ([Redirection Time] / [Speed Metrics Count]) * 0.0018.0 and later
Site Speed Avg.Server Connection Time ([Server Connection Time] / [Speed Metrics Count]) * 0.0018.0 and later
Site Speed Avg.Server Response Time ([Server Response Time] / [Speed Metrics Count]) * 0.0018.0 and later

Monday 13 June 2016

Custom Mapping (FSA)

http://public.tableau.com/views/CustomGeocoding/SalesDemographicsDashboard?:embed=y&:showVizHome=no&utm_medium=Website&utm_source=Unilytics&utm_campaign=Link+Cust+Dash+wp&utm_content=:&UC.cid=WUCDgeocode&WT.mc_id=WUCDgeocode

Blogs with great VIZ ideas

http://public.tableau.com/profile/ben.jones/#!/

Thursday 9 June 2016

Calculate time intervals (duration) within the same column in tableau


https://community.tableau.com/thread/156582?start=0&tstart=0

hh:mm:ss to seconds in Tableau

The DATEPART() function is used in the # of Seconds calc to extract the hours, minutes, and seconds to turn everything into seconds with the following formula:
 
DATEPART('hour',[Time DateTime]) * 3600 + DATEPART('minute',[Time DateTime])*60 + DATEPART('second',[Time DateTime])
 
Now there's a measure that can be used. To go from # of Seconds back to HH:MM:SS, here's a hh:mm:ss string calc with the following formula:
 
STR(INT(SUM( [# of Seconds] )/3600)) + ":" +
// convert minutes back to a string
IF LEN(STR(INT((SUM([# of Seconds]) % 3600 ) / 60))) = 1 THEN
    "0" + STR(INT((SUM([# of Seconds]) % 3600 ) / 60))
ELSE
    STR(INT((SUM([# of Seconds]) % 3600 ) / 60))
END
+ ":" +
//convert seconds back to a string
IF LEN(STR(INT(SUM([# of Seconds]) % 60))) = 1 THEN
    "0" + STR(INT(SUM([# of Seconds]) % 60))
ELSE
    STR(INT(SUM([# of Seconds]) % 60))
END




https://community.tableau.com/message/224840

Time durations - More/ less 24h

http://drawingwithnumbers.artisart.org/formatting-time-durations/

Transform string date to date format in Tableau


1. Duplicate the date dimesion (string)
2. Right click and "Change date type">>>> Date & Time  >> Ok
3. Right click and "Default Properties">>>> Date Format  >>  Custom >>> add "hh:mm:ss.000"

Wednesday 8 June 2016

Adding dynamic reference line for each separate member in a dimension



Step 1: Create the parameters

  1. Right-click in the Data pane and then select Create Parameter.
  2. In the Create Parameter dialog box, name the parameter "Furniture Goal".
  3. Under Data Type select Integer.
  4. Under Allowable values select All.
  5. Click OK.
  6. Right-click the parameter and then select Show Parameter Control.
  7. Complete Steps 1 through 6 for a parameter named "Office Supplies Goal".
  8. Complete Steps 1 through 6 for a parameter named "Technology Goal".

Step 32 Create the calculated field

  1. Select Analysis > Create Calculated Field.
  2. In the Create Calculated Field dialog box, name the field "Reference Line".
  3. In the formula field, enter the following formula:
CASE MIN([Department])
WHEN 'Furniture' THEN MIN([Furniture Goal])
WHEN 'Office Supplies' THEN MIN([Office Supplies Goal])
WHEN 'Technology' THEN MIN([Technology Goal])
END
  1. Click OK.


http://kb.tableau.com/articles/howto/adding-separate-dynamic-reference-lines-for-each-dimension-member

Choose parameter for x and y axis - Correlation in Tableau

https://community.tableau.com/thread/203822

Monday 6 June 2016

Asterisks Display in Tooltips - Tableau Desktop




http://kb.tableau.com/articles/Issue/asterisks-display-in-tooltip?userSource=1

https://community.tableau.com/thread/153244?start=30&tstart=0

Problem:  I was able to display the multiples time in a single row, but as tooltip it is duplicating the values
Feeder (Table across)  used:

IF first()==0 THEN
    STR(min([Start Timestamp]))
ELSE
    PREVIOUS_VALUE("") + ", " + STR(min([Start Timestamp]))
END

Date tooltip (Table across) used:

IF FIRST()==0 THEN
    LOOKUP([Feeder],LAST())
END

 Listed below are articles for reference on Addressing and Partitioning, the Table Calculation Functions used in the solution, and information on Dashboard Action Filters:

 Addressing and Partitioning



Table Calculation Functions


 
Filter Actions

Connecting Active Directory as Tableau data source

The ability to connect with Active Directory as a data source is not currently built into Tableau desktop.
 
 The best practice to get around this issue is to mirror the unsupported data source onto a support data source, so you can place the data you want to analyze in a form that Tableau Desktop can properly connect with. The article below goes into more detail on this issue and using an ODBC connection:
 

'Connections to Unsupported Data Sources'


 
'Ideas'


 

LDAP (OLE DB/ADO) data connector for analytics


 

Friday 3 June 2016

Viz with data from Google Analytics

https://public.tableau.com/profile/nomie#!/vizhome/Q1-GoogleAnalytics-Analysis/Sheet3 https://public.tableau.com/views/DigitalAnalytics/ReferralSourceTypes?%3Aembed=y&%3AshowVizHome=no








 
http://vizwiz.blogspot.ca/2014_12_01_archive.html
http://dataremixed.com/2013/08/how-to-view-your-website-stats-in-tableau/

Chord Diagram in Tableau


http://datablick.com/2015/08/27/diy-chord-diagrams-in-tableau-by-noah-salvaterra/

Calculate difference in value based on two date parameters


https://community.tableau.com/message/326594#326594

Tableau and Cognos Integration


Tableau and Cognos Integration
 
 

Tuesday 31 May 2016

Swapping views by categories (parameters) - Filtering a view according to a category selection (filter)

filtering a view according to a category selection:

 

Option 1- Using Filter Shelf Selection

 

1. Locate the field that the view would be filtered by, in this case it would be Category 2. Drag this field, Category, onto the Filter Shelf 3. Right-click the field in the Filter Shelf and select "Show Filter"

4. Select the number of Categories that will affect the view 5. If desired the selection box can be formatted to show different selection methods by right-clicking the box

 

Option 2- Using a Parameter

 

1. Create a new Parameter

2. Select String for Data type

3. Select List

4. From 'Add from Field'  select the desired field, in this case Category 5. Select Ok 5. Drag the field selected above, Category, onto the Filter Shelf 6. Select Use all on the General Tab 7. Move to the Condition Tab 8. Select 'By formula' and type the following

 

[Category]=[Parameter Created Above]

 

9. Click ok

10. Right-click the parameter from the left hand pane and select 'Show Parameter'

 

Using any of the two options above will allow for the selection of a category to filter the current view. Please see the following articles for further information on filtering a view:

 

Show Filters in the View


 

Changing Views Using Parameters


 

Filters Shelf