To leave a dashboard and open a completely different sheet, use Navigation objects. 2. Step 1: Build a diverging bar chart by using profit on the column shelf and state on the row shelf. To swap sheets in a dashboard parameters must be used. Create a Parameter I'm attempting sheet swapping using the approach outline by Joe Oppelt here - We made a video of Sheet Swapping and Legend/Filter Popping on a dashboard. Tableau: How to Swap Sheets in a Dashboard. ACTIONS in Tableau- It is so exciting to make our dashboards dynamic. In this video Andre de Vries explains how to use a parameter to swap between two sheets in your dashboard. Sheet Swapping in Tableau & Troubleshooting This is a post on sheet swapping in Tableau- see the workbook on Tableau Public here . Put the worksheets in the same container and hide sheet titles Show parameter control (by clicking on the parameter in the data pane and selecting "Show parameter") and display it as a single-value list. Swap sheets using a Parameter and collapsing containers Sheet swapping with a parameter is a more traditional technique. Before parameter actions swapping of sheets was achieved using parameter drop-down. For more on why Tableau does this, see Example: Scatter Plots, Aggregation, and Granularity. At the most basic level, parameter actions allow users to change the value of a parameter by selecting something in a dashboard. Sales Chart → Sales vs Order Date. Drop the Calculated Field into the Filters Shelf Check the chart tick-box. Because you dragged measures to both shelves, the default view is a scatter plot. This Tableau #sheetswapping guide gives 2 different techniques for swapping sheets in your Tableau dashboards. Short version: Create a parameter. Arrange the sheets in a dashboard container. In the Parameters area of the Data pane, click each Placeholder 1 Selector and choose Show Parameter Control. Put that calculated field onto Filter in the swapping sheets. This approach is still valid and has been made better with the introduction of parameter actions but is relatively tedious to set up. Then create a parameter, I've named mine "View Map or Scatter." The data type should be a string and the allowable values should be set to list. Sheet swapping - Dynamically resize sheets. In this video Andre de Vries explains how to use a parameter to swap between two sheets in your dashboard. So, let's get started. Sheet Swap and Pop in Tableau. Here, I am using the Catalog Customer Demand visualization. The map shows Sales for each State. First make the sheets that need to be swapped, I've made a scatter plot and a map. Put that calculated field onto Filter in the swapping sheets. Andre also explains how to build a donut chart.---. For the sheet swapping to work a filter must be added to each sheet based on the parameter. The data type should be a string and the allowable values should be set to list. If you find this blog helpful, you might want to check out my blog page for other Tableau tips. This allows the . Enter sheet swapping! For example, swapping between filtering the view to see sales for this month or sales that were over $1000. This is a great, and easy, method for showing different types of charts in a dashboard. You will see that one of them doesn't show. Drag them over to the left side to make them easier for your users to see. Sheet swapping works successfully on dashboard. I have a dashboard I am working on and I would like to either swap many sheets at the same time via a parameter OR is it possible to swap dashboards with a parameter? Here's how we'll do it. This is because you have created the swap. Tableau displays the parameter controls beyond the right side of the view by default. How to filter the view differently based on a parameter value. To begin with, the premise of the sheet swapping technique is that we add different views onto a Dashboard but hide them. But the problem is all filters, parameters and legends are shown when a single sheet is selected. Create a parameter to swap the sheets Create a parameter called "View complete map or Top/bottom map". Scatter Plot → Sales vs Profit. I have to swap these sheets in the dashboard by using parameter. For Data type, select String. With parameter actions this activity is more seamless and can be achieved by a single click rather than selecting the sheets from the drop-down. Tableau's Filters, Parameters and Action features are very helpful to create interactive presentations. Parameter actions, sheet swapping, icons, UX/UI, dynamic chart selection Swap sheets using a Parameter and collapsing containers Sheet swapping with a parameter is a more traditional technique. Create a Parameter Sheet Swapping Multiple Sheets at same time or swapping dashboard Hello and thanks in advance for any advice. In this article, we have explored step by step method to swap sheets using parameter option in tableau. Creating the Sheet Swap. Sheet swapping involves using a parameter to let users pick which sheet they want to display. While the basic method of interacting with a parameter (picking something from a drop-down menu) is fine, sometimes users overlook drop-down filters, and you . […] Now, here is the long version. Profit Chart → Profit vs Order date 2. On an individual worksheet, right-click an empty area of the Data pane at left, and select Create Parameter . Show parameter control This is a well-known tactic known as 'sheet swapping' because you use parameters to control which sheet is being 'swapped' into the view. Sheet swapping allows the users to swap the different chart in the same dashboard; for the purpose of this article, we create two charts in two separate sheets, 1. I want to swap sheet when the user selects a menu category from a sheet instead of a parameter. Unfortunately, my sheets do not dynamically resize when I switch the parameter. Depending on user selection from a Parameter based Filter; the dashboard 'displays' only a certain view. Depending on user selection from a Parameter based Filter; the dashboard 'displays' only a . 2) Popping Legend, Quick Filters, and/or other objects in Tableau based on a . This allows the . Now, here is the long version. So you will need to show the Parameter Pick a Chart so now the viewer knows they have the option to swap between the two sheets. In tabelau dashbaord, we can swap sheets using parameter option. Notice how when the map is showing, the color legend below the maps . Show parameter control. I've set both the the List of values and Display As text to Map and Bar Chart. I want to swap sheet when the user selects a menu category from a sheet instead of a parameter. Your view is now complete. This is a great, and easy, method for showing different types of charts in a dashboard. Learn how to use a parameter to swap between sheets. Parameter Swapping between 2 sheets Forums discussion on the Tableau Community; How to Create a Seamless Navigation Bar for Tableau Dashboards (third party blog) Tableau Tip: Switch between views dynamically on a dashboard (third party blog) Tableau Show/Hide Button (third party blog) First, create a calculation called Metric Filter that returns the value of the parameter and drag this to the Dimensions area of the Data Pane: My parameter is an Integer list with 3 values: 1,2,3. I know I have the parameter set up correctly, but when I place the crosstab sheets in the container and then toggle the parameter between values, it doesn't hide the unselected crosstabs. Andre also explains how to build a donut chart.---. Elevating Sheet Swapping with Parameter Actions In order to make that magic happen, we'll need to use a parameter action as well. End-user interactivity plays a key role here. Learn how to use a parameter to swap between sheets. How Sheet Swapping Works The steps are pretty simple. We would once again use our Sample super store data for this. Sheet Swapping without using parameters Does anyone have an example of sheet swapping when not using a parameter. For the sheet swapping to work a filter must be added to each sheet based on the parameter. I will introduce two different ways to achieve this in this article. Then create a parameter, I've named mine "View Map or Scatter.". Step 2: Duplicate that sheet. First, create a calculation called Metric Filter that returns the value of the parameter and drag this to the Dimensions area of the Data Pane: My parameter is an Integer list with 3 values: 1,2,3. Step 1, create the alternate sheet: Step 2, put both worksheets together in in a vertical layout container in the dashboard: Step 3, create a parameter which gives the end user the choice between looking at a map or a bar chart: Step 4, create a calculated field that just has the parameter you just created in the . 4. Is there a way to show only the relevant filters, parameters corresponding to the sheet selected. Then repeat step 3 & 4 on every worksheet. 1) We must create a parameter with n number of values, where n represents the number of worksheets we want to switch between on our dashboard, in this case 2 (see below). It gives flexibility, works in any version of Tableau likely to still be in use today (since the introduction of parameters), and allows more than 2 toggle options. . In the Parameters area of the Data pane, click each Placeholder 1 Selector and choose Show Parameter Control. Environment Tableau Desktop Answer The attached example workbook uses the sample data set Superstore to demonstrate the following directions: Step 1, create the alternate sheet: Step 2, put both worksheets together in in a vertical layout container in the dashboard: Step 3, create a parameter which gives the end user the choice between looking at a map or a bar chart: Step 4, create a calculated field that just has the parameter you just created in the . This post outlines the entire process needed to complete a sheet swapping dashboard where one of the sheets contains a pie chart. If your sheet swapping is not working, go to each sheets' drop down menu and make sure they are all set to fit entire view. The first using a container visibility toggle, the second using the parameter and collapsing container technique The premise of the sheet swapping technique is that we add different views onto a Dashboard but hide them. So lets get going and see how to achieve this. Show Parameter Go to the first worksheet, right click the parameter to Show Parameter, and make sure the corresponding chart name is selected. I'm also available on LinkedIn if you have any comments or would like . If you've never done sheet swapping, the Data School has an excellent step-by-step guide . Put that parameter into a calculated field. It gives flexibility, works in any version of Tableau likely to still be in use today (since the introduction of parameters), and allows more than 2 toggle options. Drag Customer Name to Detail and Region to Color. Let's learn about this in detail in this article. Below are the screenshots -. Set data type to string and allowable values equal to the names of the sheets we want to swap: 3. How Sheet Swapping Works. First make the sheets that need to be swapped, I've made a scatter plot and a map. Sheet Swapping without using parameters Does anyone have an example of sheet swapping when not using a parameter. The steps are pretty simple. Parameter Sheet Swapping for Crosstabs I have 4 cross tabs that I'm wanting swapped on my dashboard using a parameter. Then do the same for Placeholder 2 Selector. I've named the parameter "Map or Bar Chart" but feel free to use any name you want. Put that parameter into a calculated field. While the technique itself is not new, I wanted a post that outlines the entire process complete with troubleshooting tips for some of the trickier aspects like pie charts. Creating the Sheet Swap. Tableau: How to Swap Sheets in a Dashboard To swap sheets in a dashboard parameters must be used. 3. In the Create Parameter dialog box, do the following: Enter a name that will appear appear above the menu, like Select a View. Arrange the sheets in a dashboard container. Move profit to the text mark to create a crosstab Step 3: Create a string parameter to allow your user to swap between a bar chart and a crosstab Step 4: Create a filter to test if the parameter chosen is "Bar" [Chart Type] = "Bar" Step 5: Set the bar sheet . Introduction: While giving presentations, it is very important for a presenter to keep people engaged and be curious about what you are presenting. Short version: Create a parameter. Click on the Vertical to set up your dashboard and then drag both sheets onto the dashboard. I hope your sheet swapping is now ready to go! Tableau users Joe Oppelt and Matt Lutton recorded this video in an attempt to give Tableau users a reference point for two techniques: 1) Swapping Sheets conditionally in a container object based on a selection from a Parameter. Set data type to string and allowable values equal to the names of the sheets we want to swap: 3. Steps to swap sheets using parameter option Step 1: Create the sheets needed to build the dashboard I need three sheets Profit Chart, Sales Chart and Scatter plot. The line chart shows monthly sales. Here's how we'll do it. After creating a parameter that lets you swap worksheets in a Tableau dashboard, one of the problems is that when a worksheet goes blank (because it is swapped away from), the color legends associated with that worksheet also temporarily go blank.. Let's use this simplified example from the previous section as our test case. I want to only display category filter and top parameter when pie chart is selected. If you like to read more of my tutorials on Python and Data Science, follow me on medium, Twitter. Create a parameter called "View complete map or Top/bottom map". 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