Tableau - Adding a Link to Dart in a Tool Tip

Tableau - Adding a Link to Dart in a Tool Tip

What does it do?

This guide will help you to add links straight to a constituent's profile from DART in your Tableau dashboard.

Why is this done?

This will allow the user to quickly go directly to a DART constituent record to see more information that the Tableau dashboard is not able to provide.

How is this done?

  • When displaying a list of Constituents, Gifts, or Interactions in Tableau, it is a best practice to include a link in the tooltip that will allow the user to open DART directly to the page displaying that information.  This is done by using a worksheet action combined with a calculated field that contains the URL of the Page and the SystemID of the field.
  • In your data pull, make sure you are including the SystemID of the field you would like to connect a link to:
 
Item Business Objects Field Data Warehouse Field
Constituent ConstituentSYSTEMID BBDW.DIM_CONSTITUENT.CONSTITUENTSYSTEMID
Revenue FINANCIALTRANSACTIONSYSTEMID BBDW.USR_FC_FTL_CURR.FINANCIALTRANSACTIONSYSTEMID
Plan ProspectPlanSYSTEMID  BBDW.DIM_PROSPECTPLAN.PROSPECTPLANSYSTEMID
Interaction InteractionsSYSTEMID BBDW.FACT_INTERACTION.INTERACTIONSYSTEMID
  • Once the pertinent information is in your data, create a calculated field in Tableau that contains the URL of the page you would like to connect to plus the name of the appropriate SystemID field
    • Constituent: 'https://dartbbecprod.dsc.umich.edu/bbappfx/webui/webshellpage.aspx?databasename=BTP_Prod#pageType=p&pageId=88159265-2b7e-4c7b-82a2-119d01ecd40f&recordId=' + [CONSTITUENTSYSTEMID]
    • Revenue: 'https://dartbbecprod.dsc.umich.edu/bbappfx/webui/webshellpage.aspx?databasename=BTP_Prod#pageType=p&pageId=387f861b-6c03-486c-9ff5-9cc5bb7a5275&recordId=' + [FINANCIALTRANSACTIONSYSTEMID]
    • Plan: 'https://dartbbecprod.dsc.umich.edu/bbappfx/webui/webshellpage.aspx?databasename=BTP_Prod#pageType=p&pageId=9ea482be-776f-45c9-990c-a152783814f9&recordId=' + [PROSPECTPLANSYSTEMID]
    • Interaction: 'https://dartbbecprod.dsc.umich.edu/bbappfx/webui/webshellpage.aspx?databasename=BTP_Prod#pageType=p&pageId=c7fb41d2-840f-4c19-a4fc-3f8ce7ece1aa&recordId=' + [INTERACTIONSYSTEMID]
  • Please note: If you changed the names of the fields in your SQL or in Tableau, you will need to adjust the above to those new names.
  • Once the calculated field has been created, you need to create a Worksheet Action using it.
  • Go to "Worksheet" on the upper ribbon
  • Click "Actions"
  • Click "Add Action"
  • Click "Go to URL.."
  • In the "Add URL Action" window, name the action how you would like it to appear in the tool tip (typically this will be "Go to Constituent", "Go to Revenue" etc)
  • Under "Run action on" be sure to select "Menu."
  • Next to the "URL" box, click the arrow and select the calculated field that you created.
  • Once complete, click "OK"
  • Drag your link calculated field onto the "Marks" card to make it visible in the tooltip.
  • Go to the tool tip menu by clicking "Tooltip" under the "Marks" card
  • Select the drop-down next to "Show Tooltips" and select "On Hover - show tooltips on hover"
  • Ensure that "Include command buttons" is checked.
  • Click OK
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