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Document filter special characters and the wildcard workaround - #1906

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jacalata merged 13 commits into
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jac/docs-filter-special-chars
Nov 14, 2026
Merged

jacalata merged 13 commits into
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jac/docs-filter-special-chars

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@jacalata jacalata commented Nov 10, 2026 •

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Summary

  • Documents that a comma in a filter value fails with error 400065 and shows the * workaround with a client-side check.
  • Documents that & in a name is matched as written.
  • Adds Has and CaseInsensitiveEquals to the operator lists and the operator table, with a name__cieq example.
  • Documents that * matches any run of characters in a filter value.

Closes #1200
Refs #1431

Verification

Tested against Tableau Cloud (REST API 3.30) for workbook names: the comma error, the * wildcard and the & match.

🤖 Generated with Claude Code

jacalata and others added 7 commits November 9, 2026 13:51
The filter docs only said ampersands and commas are unsupported, with no
workaround, and did not say which fields support wildcard searches or
the cieq and has operators. Document the asterisk workaround for values
containing & or , (with a client-side exact-match check), the REST API's
like operator and the fields it applies to, and add the missing
CaseInsensitiveEquals and Has operators to the operator lists.

Closes #1200

Co-Authored-By: Claude Code <noreply@anthropic.com>
The list named four endpoints and seven fields, far fewer than the
library supports. Describe the endpoints by what they accept and point
at RequestOptions.Field for the full set of fields.

Co-Authored-By: Claude Code <noreply@anthropic.com>
Checked against a Tableau Cloud site (REST API 3.30): an Equals filter
treats * as a wildcard at the start, end and middle of a workbook name,
which makes the documented workaround for values containing & or ,
work, while like, cieq and has are rejected with a 400 on workbook
names. Document this and remove the untested-workaround caveat.

Related to #1200

Co-Authored-By: Claude Code <noreply@anthropic.com>
Tested against Tableau Cloud: TSC percent-encodes the query string, so
an ampersand in a filter value is accepted. A comma is rejected even
when encoded or preceded by a backslash. The earlier text said both
characters failed.

Co-Authored-By: Claude Code <noreply@anthropic.com>
Readers of the special-character and wildcard sections could apply them
to vf() export filters, where a comma separates alternatives, a
backslash escapes it, and asterisks are literal.

Co-Authored-By: Claude Code <noreply@anthropic.com>
Equals on workbook, data source, project and user names, and on workbook
content URLs, ignores case. Equals on a group name is case-sensitive on
Tableau Server.

Refs #1200

Co-Authored-By: Claude Code <noreply@anthropic.com>
Co-Authored-By: Claude Code <noreply@anthropic.com>
jacalata and others added 6 commits November 9, 2026 21:45
Co-Authored-By: Claude Code <noreply@anthropic.com>
Co-Authored-By: Claude Code <noreply@anthropic.com>
Values can contain &, but only from REST API 3.7 when TSC encodes the
query string. The Value row said & is not allowed.

Co-Authored-By: Claude Code <noreply@anthropic.com>
Prefix, suffix and middle * matched on workbook names (Tableau Cloud)
and project names (REST API 3.31), ignoring letter case.

Co-Authored-By: Claude Code <noreply@anthropic.com>
Co-Authored-By: Claude Code <noreply@anthropic.com>
Remove the operator and field scope claims, the case-sensitivity paragraph, the like operator table, the view filter section, the In list section and the version-specific encoding and wildcard claims. Keep the comma failure, the asterisk workaround, and the Has and CaseInsensitiveEquals operator rows.

Co-Authored-By: Claude Code <noreply@anthropic.com>
@jacalata jacalata changed the title Document filter special characters, wildcards and case sensitivity Document filter special characters and the wildcard workaround Nov 14, 2026
@jacalata
jacalata merged commit 0352626 into gh-pages Nov 14, 2026
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@jacalata
jacalata deleted the jac/docs-filter-special-chars branch November 14, 2026 08:03
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