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extension-filter-bookmarks's Introduction

As-Is

Filter Bookmarks

This extension enables you to add a button directly into your dashboard that resets to certain filter settings. Great for embedded dashboards that do not have the toolbar showing or for a more intuitive interface.

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 Filter Bookmarks to find and install this one.

Using the Extension

  1. Set your dashboard filters they way you want to be able to revert to.
  2. Open the configuration window and click "Save Settings".
  3. Optional: Customize your buttons label and colors.

Note: You can add as many instances of this extension as you like!

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-filter-bookmarks-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 /#/bookmarks at the end. For example: http://localhost:8080/#/bookmarks.

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-filter-bookmarks's People

Contributors

bcantoni avatar benlower avatar dependabot[bot] avatar jacalata avatar keshiarose avatar

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extension-filter-bookmarks's Issues

Feature request: Ability to use image instead of text for button?

This is a great extension - we use it often. However, we need to deploy in multiple languages so localization of our workbooks requires an extra step of editing this extension for every language we support.

If we could use an image for the button, that would allow us to take the language-specific element out of this extension.

Another workaround we've tried is using a character-based symbol, like this:
image

except that there is no way to change the font size of the label to make it more readable.

Any ideas?

Thanks.

Compile Error : TypeError: Cannot read property 'unprefixed' of undefined

Hello, im trying to build this app and it fails with the following error running yarn build :

my system
Fresh AWS AMI of RH 8.5
node
yarn

ostcss-selector-not: postcss.plugin was deprecated. Migration guide:
https://evilmartians.com/chronicles/postcss-8-plugin-migration
postcss-system-ui-font: postcss.plugin was deprecated. Migration guide:
https://evilmartians.com/chronicles/postcss-8-plugin-migration
postcss-preset-env: postcss.plugin was deprecated. Migration guide:
https://evilmartians.com/chronicles/postcss-8-plugin-migration
Failed to compile.

./src/home.css
TypeError: Cannot read property 'unprefixed' of undefined

error Command failed with exit code 1.
info Visit https://yarnpkg.com/en/docs/cli/run for documentation about this command.

Other pkgs or env settings not documented ?

The name of the build output folder

Hi,
I'd just like to know if that's a convention here or an issue.
Once I've downloaded the extension and planned to build it locally my steps were:

  1. setup recent LTS version of nodejs
  2. npm install
  3. modification of the 'homepage' entry
  4. npm run build

The readme.md mentions that output of this operation should be found in the /build folder, but actually it is a /docs folder.
Same goes for the original folders structure and in package.json the "build" script moves the /build directory to /docs, is this intentional?

Thanks

Manual sort order cannot be remembered by different filter extension

Background:
I have 2 filters in my worksheet: [step id] & [data id].
For different [step id] filtered, the contents of [data id] is different.

Issue:
The specific values are set for the filters [step id] & [data id] and saved to the extension instances, but when I click the extensions to switch between the [step id], the sort I configured is not saved and restored.
eg:
[step id]: 1,2
[data id] of [step id]/1: a, b, d, g, h, x
[data id] of [step id]/2: a, b, c, d, f, g, h, y, z

Extension 1 to record the filter of [step id]/1, the sort order of [data id] can be manually adjusted to a, d, b, x, g, h
Extension 2 to record the filter of [step id]/2, the sort order of [data id ] is manually adjusted to a, y, b, c, z, g, h

When I click extension 1, all things working good. but when I click extension 2, the sort is changed(not like what I manually adjusted) to a, b, g, h, c, y, z

Conclusion:
The extension is good, but not support the sort method very well, that makes me upset~

Does this extension work on stories?

I have used the button on several dashboards that are embedded in an story, and while they work just fine locally, as soon as I publish to Tableau Public, none of them work.

Error Code: 4AC8135F on Reverting filters

Hello!
I have a trouble with the extension. When I press a button "Revert Filters" after I saved current filters I see the following error:
Unable to complete action
/Volumes/build/tc/t203/g_pc/modules/platform/tabcore/main/parser/DataValueParser.cpp|ParseInt|486 value - 'NaN-NaN-NaN NaN:NaN:NaN' must have at least one digit

  • Error parsing date '#NaN-NaN-NaN NaN:NaN:NaN#'.
    Error Code: 4AC8135F

Conflict with floating containers with non-standard icon in show/hide button

Hi Keshia,

The extension has been working great for a while now, but suddenly had problems yesterday I think I've narrowed it down to using floating containers that I show/hide using a button. It appears to be OK until I change from the standard burger button / X button combination.

Once I have configured the buttons with alternatives (image or unicode symbols), clicking on the extension results in a short pause, then Tableau shuts down. I'd be happy to send you log files if you think it would help.

I'm running desktop 2019.3

Thank you!
Tim

Action Filters also reverted

Hi

Opened the configuration window and clicked on "Save Settings".

When we click on revert filter, dashboard worksheets filters are reverted, but the Action Filters between worksheets are changing to 'Show all values' filter.

image

What about context or viz filters, and top n sets?

Hey guys,

I was really looking forward to using your filter bookmarks extension. However, I can't use it as it works only for 'standard' filters. Like, if you have a couple of drop-down filters it works well. However, I want to create bookmarks in a more advanced dashboard that uses bar charts and a top n table. If I'm applying your extension here it creates a mess. Sorry!

Am I missing anything here?

Thanks for a quick reply,

Thomas

Multiple values filter

I have a filter set as "Multiple Values (custom list)" and the extension always restores it to "Multiple Values (list)." Seems to be a bug, as it does not remember the setting.

Screen Shot 2022-01-20 at 2 45 39 PM

Noticing upwards of 30 second delays

Not sure if this is a bug , but we are noticing upwards of 30 second delays when using this extension via Tableau Server. We tried locally and it worked without issue. Is there perhaps a way to serve this from the Tableau server?

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