Tableau CRM (formerly known as Einstein Analytics) dashboards are a powerful tool for data visualization and analysis. Users often interact with these dashboards by applying filters and drilling down into data to gleaning insights that may not be readily available. However, at times, users may also want to reset all the applied filters and return to the initial state of the dashboard to start afresh. This is where a refresh button could come in handy.
In this blog post, I will show you how to create a custom Refresh button component in Tableau CRM using Lightning Web Components (LWC). This is a simple and straightforward process, and the results can be a valuable enhancement for your users.
A Refresh button is a UI component that, when clicked, clears all the applied filters and resets the dashboard to its default state. This can be especially useful in instances when users want to start their analysis anew or when the dashboard has complex filters applied.
In this markup, we create a container for the button, and we use a lightning-button element to create the button itself. We set its label, variant, and an onclick event handler to call the clearFilters method when clicked.
Now, when you view your Tableau CRM dashboard, you should see the Refresh Button. Clicking this button will clear all the filters and return the dashboard to its initial state, giving you a quick and easy tool for resetting your analysis.
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