How to use one report to simulate many different reports in Tableau Software Using URL based report filters
Have you ever had a Regional Director who wanted their own Tableau report for just their region? Rather than build multiple reports, you can use URL filters to simulate the look of a custom report for each Region or Regional Director. For this exercise, we will use an existing Tableau report sample.
To view the Superstore Tableau Workbook Sample:
1. Open Tableau and go to File > New
3. Click on the “Shipping” Dashboard from the Tableau tabs at the bottom of the workbook.
4. Notice the “Region” filter in the workbook.
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To publish the report and get it ready to customize:
1. Publish the existing Tableau Report by going to Server > Publish Workbook
2 2. Under “Sheet Name”, uncheck every Sheet Name except, “Shipping”
and select “Publish”.
3. Once directed to the server, click on “Shipping” and notice that “All” Regions
are selected.
4 4. Click the “Share” button” and copy the “Link” text
To create the customize reports for each region including South, East, Central and West:
1. Take the link you copied and paste it into your URL browser window:
2. Add in the Region filter by typing “&Region=South” after “?:embed=y” and press enter.
Notice that the report now filters to only the South Region! This same process can be followed for all other Regions.
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