In PushMetrics, you can easily apply filters from a Tableau View or Dashboard to both reports and Slack ad-hoc requests.
In this article, we explain how you can work with filters in scheduled reports:
Adding a Filter to a View
In the Reports form, add the view you want to distribute and click on "Add Filter":
Filtering in the live view
This will open an embedded live view that you can interact with by adjusting the filters.
If you apply a filter, you can see that the filter string in the top updates itself (in most cases).
Hit "Save" and the filters will be applied in your scheduled report.
Filtering via Text string
If you don't have a Tableau session open and can't see the embedded live view or selecting from the live view does not update the filter string, you can manually enter the filter names and values and test the setting by clicking on "Apply filter string to live view" before saving.
Iterating through multiple filters
You can easily add multiple filter variations of a single view to a report.
As a result, you will get multiple files.
Simply click on "Add Filter" again after you have saved the first one.
Troubleshooting in Tableau
Filtering is sometimes a little tricky as Tableau requires the filter string to be very accurate, in the correct syntax and not everything is possible.
The best way to troubleshoot is directly in Tableau: Open the view you want to filter in your browser (in Tableau Server or Tableau Online) and look at the URL bar. Remove everything right of the
? and type your filter in the syntax
Filtername=Filtervalue , hit enter and see if you get the desired result. If you can get it right there, it will work in PushMetrics.
Unfortunately, filtering comes with some limitations and shortcomings at this time. We're always working on improving this and we list all known issues and workarounds here.