Tableau provides many different filter types you can integrate into views and
dashboards in order to provide interactive charts. We try to support as many of them as possible. Read on to learn where and how to use filters in Kiwi and its current limitations.
Filters in Kiwi can be used at the following places:
- During Scheduled Report Bursting to distribute a filtered chart
- In Slack BI Self-Services to filter charts directly in Slack
- Ad-hoc Slack distribution
Filters are create in an embedded Tableau live screen. You need to be logged in your Tableau system first. (Your browser stores the login session between Tableau and Kiwi - that is not an security issue!!). Otherwise you see the following screen and first need to login with your Tableau credential.
If everything works fine you can see the live screen of the Tableau view, just like that:
Now, just go ahead and filter the screen as you like. Whenever a supported filter is applied to the chart it is added to the filter box on the top, as shown here:
Depending on the use-case you can then save the current filter with a name, directly send it filtered to a slack channel or use the filter in the scheduled report.
If you save the filter with a name it can be used directly within Slack the next time you request a Tableau view.
When you create a Scheduled Report the filter parameter will be displayed as a URL encoded string (as shown below). If you don't know what that is do not worry , it should be fine ;) If you know what it is, feel free to adjust the string just as you like. This string will be used to apply the filter(s) when the Tableau views is requested.
Due to technical limitations should be aware of the following, known limitations.
Filter types that are not supported:
- Relative Date Filters
- Quantitative Filters
- Hierarchical Filters
Also, you should be aware that we cannot import custom filters directly from Tableau. Filters need to be created within Kiwi so they can be used in Slack BI Self-Services and Scheduled Report Bursting.