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إجراءات المعيار + إجراءات الصفحة

date 23 September 2019
user Team Beinex

إجراءات المعايير + إجراءات الصفحة: القدرة التفاعلية الممتدة لـ تابلو

فى أحدث إصدارات تابلو 2019.2 Tableau تضمن الكثير من الخصائص المطلوبة مسبقا من قبل المستخدمين. إذا كنت تتطلع إلى تجربة الإصدار الأحدث من تابلو بالإضافة إلى إجراءات المعيار بخصائصها الجديدة فإن وقت الإنتظار قد مضى!

فى المدونة السابقة استعرضنا بعض من الخصائص الأساسية للإصدار الجديد من تابلو و فى هذه المدونة سوف نتعمق أكثر فى إجراءات المعايير و الإندماج العملى بين إجراء المعيار و إجراء الصفحة عن طريق مثال بسيط بإستخدام الـ Sample-Superstore dataset.

ماهى إجراءات المعيار ؟

هى قيمة ثابتة يحددها المستخدم للقيام بعمليات محددة فى تابلو يمكن استخدامها فى العمليات الحسابية أو خطوط المراجعة أو المواقف التحليلية يمكن أن يكون المعيار هو مجموعة من الأحرف أو الكلمات أو الأرقام .. إلخ. عن طريق المعيار يستطيع المستخدم تحديد قيمة واحدة فقط فى الوقت الحالى.

عن طريق استخدام إجراءات المعيار يمكن للمستخدم تحديد قيمة المعيار عن طريق الضغط أو أن يحوم فوق عناصر محددة كما يمكن أن يتم استخدام المعيار فى اوراق العمل أو لوحات المعلومات مما يزيد القدرة التفاعلية لـ تابلو

و يتيح ذلك للمستخدمين تغيير قيمة المعيار بصريًا من خلال عدد قليل من التفاعلات، وهو أمر رائع. إجراء المعيار يمكن أن يطلق العنان لإمكانيات المصممين للوصول إلى مستويات جديدة من التفاعل مع لوحات المعلومات.

خطوات تحقيق إجراءات المعيار + إجراءات الصفحة

١. أولا قم بإنشاء الملفات المطلوبة
;لقد قمنا بإنشاء أربع ملفات
  • المبيعات المتداولة
  • عدد العملاء
  • المبيعات ( حسب الفئة )
  • الكمية مقابل المبيعات

المبيعات المتداولة
عدد العملاء
المبيعات ( حسب الفئة )
الكمية مقابل المبيعات

٢. قم بإنشاء حساب للسنة من خانة “تاريخ الطلب”.

٣. قم بإنشاء معيار بإستخدام المحسوب لخانة السنة (يستخدم هذا المعيار فى تطبيق إجراءات المعيار )

٤. قم بإنشاء المعيار CALC’ والذى يستخدم لتغيير لون/تظليل السنة التى ترغب بإختيارها

٥. قم بسحب المعيار لإختيار اللون و الحجم من رف العلامات

٦. فى حال تطبيق المعيار للصفحة التى تم إنشاءها سيقوم المعيار

بتحديد السنة المختارة باللون و الحجم المختارين

٧. الأن نحتاج إلى زر للتنقل بين السنين لذلك يجب أن نقوم بإنشاء صفحة مماثلة ( كما هو موضح أدناه )

كما فى السابق قم بسحب المعيار CALC’

لإختيار اللون و الحجم من رف العلامات

٨. قم بترتيب الصفحات فى لوحة معلومات. قم بإدخال عنوان للصفحة و إختيار تنسيق للنصوص و الخطوط و الألوان إذا لزم الأمر.

٩. كيفية إنشاء إجراء المعيار
  • إختر لوحة المعلومات > الإجراءات
  • من خلال صندوق محادثة الإجراءات إضغط ( إجراء ) ثم قم بتغيير المعيار.

  • قم بإختيار تبديل السنة كمصدر للصفحة ثم إختار تحديد فى تشغيل الإجراء عن طريق:
  • إختار معيار السنة كهدف للمعيار

  • الآن إذا قمت بإختيار السنة سيتم تمييز الأجزاء المطابقة للسنة بالألوان بينما يتم تظليل الأجزاء الأخرى
١٠. كيفية إنشاء إجراء للصفحة
  • قم بإختيار لوحة المعلومات > إجراءات
  • فى صندوق إعدادات الإجراءات إضغط أضف إجراء ثم قم بإختيار المصفى
  • ثم قم بإختيار تبديل السنة كصفحة المصدر وقم بتحديد كل الصفحات فى لوحة المعلومات كأهداف للمصدر
  • قم بإختيار “اختار” تشغيل الإجراء ثم إختار “إظهار كل القيم”

قم بإختيار “اختار” تشغيل الإجراء ثم إختار “إظهار كل القيم”

بنقرة ذر واحدة نستطيع تمييز إجراء المعيار للسنة بطول لوحة المعلومات و إذا قمنا بنقرتين على السنة سوف تقوم بتحديد إجراء الصفحة لهذه السنة المحددة بطول لوحة المعلومات.

Tableau 2019.2 new map styles

بينيكس هى مؤسسة تحويل رقمي جذورها ممتدة في مجالي الأفكار والابتكار وتشهد صحيفتنا بخدمة عملاء لا مثيل لها. مهمتنا هي تطوير طريقة عمل الأفراد والمنظمات مع البيانات من خلال الابتكار والخبرة.

إذا كنت مهتماً بمعرفة المزيد عن أحدث إجراءات المعايير الخاصة بـ تابلو وحالات الاستخدام، يرجى التواصل معنا على training@beinex.com/ info@beinex.com
و سيسعدنا أن نقوم بترتيب نسخة تجريبية من تابلو وتدريب لك ولطاقم شركتك.

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Credits

Idea and Conceptualization: Mohamed Roshan Execution: Firdous Maqbool, Leo Mathew Voice Over: Darren Edward
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Embedding Tableau Dashboard in Salesforce Having seen the benefits of using Salesforce & Tableau together, let us see the steps to Embed a dashboard in Salesforce as a Custom tab using Visualforce Pages (think as a container to display webpage in Salesforce). In the example below we are publishing a workbook with a user filter to enable row level security and embedding it in Salesforce as a custom tab.
Step 1 : Create and Publish data to Tableau Server / Online. Create and publish the required analysis by connecting to salesforce data using the native connector available in Tableau desktop. Here in the example we are connecting to salesforce data from the Leads Table to create a Leads overview analysis.
After publishing the dashboard to Tableau Server / Online, click the share button on the tool bar at top and copy the link till the first question mark “?”.
Step 2: Create a new visual force page After we have published the dashboard, login to salesforce account and Navigate to Salesforce setup. Search for “Visualforce Pages” in the Quick find search box and select Visualforce Pages. Click New to create a new Visualforce Page enter a name, here in the example we are using the name “Tableau”. Check the box “Available for Lightning Experience, Lightning Communities, and the mobile app”. Replace the placeholder code in the Visualforce Markup pane with the below code.
In the code shared we are using an iframe within Visualforce Page to embed URL of our dashboard. This Visualforce page can be added as a custom tab. Replace [URL OF THE DASHBOARD] with URL copied in step 1. Save the Visualforce page. We can also preview the page and adjust the height and width of the Iframe window.
Step 3: Create Custom Tab to add the dashboard as custom page After we have created the Visualforce page, search for Tabs in the Quick find bar in the Setup page and select Tabs. Find the section Visualforce Tabs and create click on the new button.
Select the visual force page which we have created in Step 3 from the drop down and Enter other details including Tab Label, Name and select any tab style and click on Next
Choose the User profiles for which the Tab will be available and click Next.
Select the Custom apps in which the New tab must be displayed and then save the Visualforce page.
Step 4 : Navigate to the App where the Visualforce Tab & check the dashboard. Search the for the App where we have added the Custom Visualforce tab and select it. Find the name of the tab (here in the example we are using the name “Tableau”) we created in Step 3 and select the Tab.
Enabling Single Sign On can improve the user experience by avoiding the Sign in prompts while accessing the Dashboard in Salesforce. This can be done by using Salesforce itself as an IdP and using a connected app. We can also enable user filters and Row level security. Check out the video below to see the steps in detail:
If you are looking for a Salesforce / Tableau partner that can help you integrate Tableau in Salesforce, please feel free to contact us at info@beinex.com and we will be happy to provide you with our award-winning services.
Credits Idea and Conceptualization: Mohamed Roshan Execution: Leo Mathew Voice Over: Darren Edward Image: Firdous Maqbool
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