Hierarchy Navigator

This extension allows you to visualize your flat/dimensional or recursive data in a Tree/Hierarchy Extension an a Tableau Dashboard.

What does it do?

• Creates a tree menu for selection from either flat or hierarchical data
• Enables searching the tree
• Allows for bi-directional parameter sync
• Enables filtering of the original sheet without impacting the extension
• Enables mark selection on the original sheet
• With combinations of any of the above, you dashboard expansion possibilities are limitless!

How to use an Extension

This extension is available as a sandboxed extension: sandboxed manifest file.

The landing page is hosted on Github.io Pages

Instructions for use

1. Download the sample workbook with examples and directions (2018.3+ with Set Actions).
2. Directions for setup are in the workbook on pages 10 and 11 of the story.

Customization

1. General Tab
   • Show Search Box - show or disable the search box
   • Show Title - Show or hide the title inside the extension
   • Parameters should listen for dashboard changes - Check this box if you want other sheets to drive the selection of the hierarchy
   • Enable debug - show debug information in the extension and add console.log statements to the Developer Console (in debug mode)
2. Colors/Fonts
   • Background Color* - Change the background color for the extension.
   • Font Color* - Change the color of the text
   • Highhlight Color* - Change the color of the currently selected element * Accepts any valid CSS color (#ffffff, rgb(x,y,z), or string literal like 'green')
   • Font Size - Accepts any valid CSS font size (12px, 2rem, etc)
   • Font Family - Valid fonts that are installed on your Tableau server
   • CSS for Items - Any valid React css (see Styling React Using CSS). This will be applied to each entry in the tree and may override other properties on this page. Property names are in camelCase, eg, min-width in a traditional file would be written as minWidth in React CSS.
3. Icons
   • Both the open icon and closed icon can be any of:
     • Default - left facing and down angle brackets. (will respect the font color property)
     • Base64 Image - Convert an image with a Base64 image converter and past the resulting string in the box. Valid strings start with data:image/xyz;base64,.... Images should be 12px tall if you are using the 12px font size.
     • Ascii - any valid single/multiple ascii characters (will respect the font color property)

Known Bugs/Limitations

• There is a known issues in Tableau 2018.2 running on Mac computers where the native dropdown cannot be chosen with the mouse. Please use the keyboard to select the parameter.

Dev build notes

For anyone that wants to build/modify/re-use this code here are some useful notes.

• Build Scripts
  1. npm start - Run the local development environment (not sandboxed) with hot reload. Use the hierarchynavigator-1.0.local.trex manifest.
  2. npm run build - Compile build files in the docs directory.
  3. npm run sandbox - Run the build files in the tabextsandbox environment. Use the hierarchynavigator-1.0.local.sandboxed.trex manifest.