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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 |
| Designation |
DesignationSYSTEMID |
BBDW.DIM_DESIGNATION.DESIGNATIONSYSTEMID |
- 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]
- Designation: 'https://dartbbecqav4.dsc.umich.edu/bbappfx/webui/webshellpage.aspx?databasename=BTP_Test#pageType=p&pageId=158571a0-52d3-4a27-9d30-0dbbfa9f1386&recordId=' + [DESIGNATIONSYSTEMID]
- 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
