Tightening feedback loops and deep linking
https://bvancil.github.io/tableau-url-actions/
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2023-10-17
Note
Informating is a term coined by Shoshana Zuboff in the book In the Age of the Smart Machine (1988). You can think of it as “turning something into useable information.”
Broke | Bespoke |
---|---|
Displaying an employee ID | Linking to their detail page in your HR system |
Displaying weird records on a data quality dashboard | Linking to where users can fix them |
Displaying a course a student has taken | Linking to the course catalog or a dashboard where you can see how others have fared |
Click on “⁝” > “Get pre-filled link”
When you click “Get link” and then “COPY LINK”, you’ll get something like (where I have added spaces and line breaks for readability):
https://docs.google.com/forms/d/e/1FAIpQLSdm28hTNGWKTXT
5vk1Wmk3c_BuDvsmnShylr6FLGGx0vaQdyw/viewform
?usp=pp_url
&entry.1727620612=
First+Name &entry.838417280=
Last+Name &entry.908520332=
__other_option__ &entry.908520332.other_option_response=
other+dashboard
meaning | URL part |
---|---|
protocol | https:// |
server name | docs.google.com |
path | /forms/d/e/.../viewform |
start of GET query | ? |
key=URL-encoded value | usp=pp_url |
separator | & |
key=URL-encoded value | entry.908520332= Retention+%26+progression |
separator | & |
key=URL-encoded value | entry.1727620612= <Username> |
separator | & |
key=URL-encoded value | entry.838417280= <Full name> |
URL broken up into multiple pieces. These should all be on one line.
References: permadi.com introduction to URL encoding
Click on the “Survey flow” button.
References: Qualtrics. “Passing information via query strings”.
Set Embedded Data variables from the URL
Use Embedded Data variable in default value with the syntax ${e://Field/
fieldname}
Feedback dot approach
🚧🏗👷♀️👷♂️🏗🚧 This section is a work-in-progress.
/manage/report/render?id=
reportUUID&
parameter1Id=
parameter1Value&
…
To define a parameter called StudentID
, use an XML fragment like <param id="StudentID" />
Click “Edit Report” and then “Edit” to bring up the “Edit Report” dialog
@
variablename
Important
Error: Must declare the scalar variable “@StudentID”.
Be sure that you are exporting FERPA-covered data elements to encrypted web services (i.e., those with https://
URLs).
If you do not see the URL action link in Tableau:
github.com/bvancil/tableau-url-actions
https://bvancil.github.io/tableau-url-actions/ (Use the s
key to show all the speaker notes.)