PictureThis Product Guide

The “PictureThis” Premium extension for Tableau helps you create dynamic image grids or tables that can be used as an interactive filter in your dashboards.  With just an image url in your dataset, the PictureThis extension dynamically generates a clickable image grid or table to be used as a filter or be filtered upon. No need to download or prep loads of images and manually define tons of url actions, this extension gets you started right away. Use your image grid or table as a filter in your dashboard without defining a single dashboard action. This Product Guide explains how to use all the brilliant options of the PictureThis extension when you are creating a dashboard containing the interactive PictureThis Image Grid or Image Table. Below all the options of the “Configuration Screen” are explained. The content of the Configuration screen can differ from your version of the extension, we constantly keep improving and expanding the functionality extension which might result in new configuration options. If you want to keep track of all innovations, subscribe to our Quarterly “What’s New” webinars where we will keep you posted! 

A quick tip before you start: In general when you are working with Extensions, it is Best Practice to create a dedicated “datasheet” for your extension. This allows your general dashboard actions to interact with this datasheet and your Extension will dynamically respond to that. How to create a Datasheet for your PictureThis extension is explained here: https://youtu.be/TOz6wplZHWQ?t=57 

Configure Screen

Once you have created your datasheet and added it to your dashboard you can start adding your extension to the dashboard.  Use the dropdown menu of the container that holds your extension and select the “Configure” option.

Configure Screen in PictureThis

This will open the configuration screen of the PictureThis extension.

PictureThis Configuration Screen

Connecting to your data

The first you must do to configure your extension is select the datasheet that holds the columns that you want to use in PictureThis. In your preparations it is important to first add the datasheet to your dashboard before configuring the extension, follow our BLOG for best ways of setting up your data. Now in the configuration screen select the worksheet you want to retrieve data from. This worksheet will be the input for PictureThis. You can always add extra fields to this datasheet and open the configure screen again to use them in your PictureThis extension (labels, colors, links etc.).

General

Settings

Which column contains the image URL?

This setting is crucial for the PictureThis extension. You can see the list of fields (dimensions and measures) that are available on the datasheet you selected in the previous step. Just select the dimension that holds the url to your image. This must be a “http://” or “https://” url that is free accessible and not password protected. The image must be of the format jpg, png or gif.

Select layout & Select Type

PictureThis has two layouts ‘Cards layout’ & ‘Table Layout’. Cards layout will show the images as a card with information underneath for example (the Image Grid). Table layout will result in a table showing your image present alongside your additional information on the same row. Both types (Cards Layout as well as Table layout) allow for grouped or aggregated views withsub-tables or mini cards. Below some options are displayed.

Print & Export

Printing is for Tableau Cloud and Tableau Server environments, installing on premise (enterprise) will allow your pictures to be printed too. Due to technical reasons, exporting images to excel is only available within the enterprise version of PictureThis. Export to excel will always be in table layout even if you try to export with cards layout. 

In the layout configuration pane, you can configure what the export should look like. The scale image option lets you configure if the image in Excel should be magnified x-times.  The “Show Barcode Text” options lets you put the actual text below the barcode image in Excel if you used the barcodes in your PictureThis extension. Make sure you select the proper matching Barcode font if you use this option.

Instead of images exported as images overlaying cells in excel, you can lock images with a cell using the “lock image” option. You can export your data to multiple excel sheets, splitting them based on the different values within a dimension (I.E. one page per category). Freezing the headers will allow you to scroll through your exported data with the headers permanently visible. If required, you can even add extra columns from your datasource (that aren’t visible in the dashboard) to your export.

PictureThis Product Guide picturethis

Once the configuration part is done you can use the export button in the toolbar to export the instance of the PictureThis to excel format. 

PictureThis Product Guide picturethis

Toolbar & Sort

Show Toolbar

Showing the toolbar is optional as not all creators desire their users to have access to these option. 

Enable Search

Search through your cards by searching for information shown with the cards. Whether it’s a SKU number, product name or a price or an item the view will be filtered to just show your search results.

Collapse

If the aggregation table layout is chosen, then an option called collapse button is visible, click to expand and close all grouped tables.

PictureThis Collapse

Sort by

Choose which field in your data set your images are sorted by, once chosen you can sort ascending or descending

Data

Select additional data to display in the table or card

Once connected to your data sheet the data tab will show you all available data you can show in PictureThis, whether it will be information in your card or columns in your table. The order each one is chosen will be the order represented in the viz.

Select Image URL column for flipped image

Connect to your data that holds the url for your second image. When hovering over an image PictureThis will show you this image, great to show front and back of your products, different colors and sizes, the possibilities are endless.

Customise card content works for card layout and both the aggregated card layouts. Here you can style what’s shown on your card using html and bootstrap.Remove the aggregation methods from measures to support multi language Tableau deployments. For example SUM(Sales) = (Sales).

Summary Card

When using Grouped Laouts for either the Tablea Layout or the Cards Layout you can customize the Summary card that is presented on the aggregated level. In this Summary Card you can use the measures available in your data (and aggregate them). By default all measures will be summarized but you can change the type of aggregation to Averages as well.

Table Layout

When there’s a table layout as part of your view, these will be the available options.

Card Layout

Grouped Layout Table

When there’s a grouped layout as part of your view, these will be the available options.

Color

Tooltip

If you want to use a tooltip on your Cards or Table cells, use the tick box to enable it. Here you can configure what content is shown in your tooltip. Add text and fields and customize exactly how you wish. You can use fields only once. You can use html and bootstrap to customize the card content. The aggregation names like SUM are automatically removed. Ex: SUM(Sales) is automatically Sales when the column in clicked. Tooltip now supports formatting, such as having a barcode present in your tooltip!

Label

Header Align

In table view, change the alignment of headers, giving your data a polished and organised look. Whether it’s left, center, or right alignment, easily customize your tables to suit your needs.

Text Align

In Table view you generally want to align your text to the left (or right when in an RTL region) while Cards view often looks best when text is centred in the Label of the Cards. This option allows you to set the alignment of the text in your card or Table cell by choosing Left, Centre or Right.

Font size

Use the dropdown to change size of the font. Min size 6pt, max size 24pt.

Tableau & Google fonts

When you change the font of your workbook, PictureThis will incorporate that font in to the extension to match your dashboards style. Tableau and Google fonts can be used.

Font Family

Now added – Google Fonts! Enable google fonts to your font library. Change the font from the dropdown to improve the look of your dashboard and match your corporate identity.

Formatting

All fields you selected to be present in your Image Grid or Image Table can be Aliased and formatted according to your wishes. Change to a decimal, percentage, text or even a barcode! Add an alias on each as well as a prefix and a suffix.

Dashboard actions

Action Type

PictureThis supports different types of Dashboard Actions. This Action Type setting allows you to set two of them; the Filter Action and the Highlight Action. The Filter Action makes sure your target sheets get filtered when you select one or more images in the Image Table or Image Grid. The Highlight action will not filter the target sheets but highlight the marks that belong to the selected image in you Image Grid or Image Table.

Target Sheets

Decide which sheets will be triggered with your chosen Dashboard Action (Filter or Highlight). Filters can no longer be applied to the source sheet. The configuration only displays other available data sheets. Even if source is selected for the older versions of PictureThis, the extension will skip the source sheet with the new updates. This is to avoid filtering the extension’s datasheet to only show the selected items.

Selected Field

Decide which field you want to select to trigger the dashboard actions on your Target sheets.

Filter type

Sometimes you want a dashboard action to be triggered on a single select only, sometimes you want to support multi selections as well. This option allows you to switch between both filter variations.

Parameter Action

A very powerful feature of the PictureThis extension is the Parameter action. You can set the value of a parameter by clicking the image in either your Image Grid or Image Table. This configuration option lets you select the parameter you want to update on a selection. In the example below the parameter “PM Selected SKU” will be updated with the SKU when I select a product in my Image Grid of PictureThis:

My image grid PictureThis
It is important to have a parameter of type String that allows all values otherwise it will not be shown in the list of “Target Parameters”

 

URL Action

Another powerful action type is the URL action. This feature allows you to navigate to a url in a (new) Browser window just by clicking one of the images in the Image Grid or Image Table. You can use a calculated field to generate your target URL and add it to your datasheet. In the example below I have set the URL Action to navigate to my “Target URL” which is a calculated field that resides in the Data Sheet that feeds the extension

URL action Picture This
So when clicking on an image in the PictureThis Image Grid or Image Table, it will open a new browser tab showing the “Target URL”. This is a powerful feature that can perfectly be used to navigate to another published dashboard and use the selection in the present dashboard to set filters while opening the new dashboard. For example I can create a calculated field that navigates to my published dashboard called “salesmanager” in my “sales” workbook and it will be filtered on the selected product (SKU).
Calculated fields in PictureThis

 

Flipped images

Now users can add a back image column to their existing images. This allows for a more immersive and interactive experience as users can hover over an image to reveal its back image. Show the front and back of a garment, different sizes of a bag or different colors of a shirt!

PictureThis Flipped Image

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