Tableau Parameters and Dynamic Views Plan
Let users choose measures, periods or thresholds.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Plan parameters for a Tableau workbook. What users should be able to choose (measure, time period, top N, target): [USER_CHOICES]. Fields and sheets: [FIELDS_AND_SHEETS]. Risks of confusion: [CONFUSION_RISKS]. Keep controls understandable to a new user. Table with Parameter, Values, Calculation, Control and Test; for each give the name, data type, allowed values, default, how it is used in a calculated field, the formula [VERIFY syntax], and where the control appears. Worked example: a measure selector that switches between sales and profit, and a top N parameter set to 5, with the current selection shown in the title or caption so screenshots remain understandable. Test cases for each parameter: the default, an extreme value and an invalid choice, covering every value. Warn about too many parameters, misleading defaults, and parameters that conflict with filters, and say when a simple filter or a set would be easier for users and which you would pick for my case.
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