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Learning Tableau

You're reading from  Learning Tableau

Product type Book
Published in Apr 2015
Publisher Packt
ISBN-13 9781784391164
Pages 340 pages
Edition 1st Edition
Languages
Author (1):
Joshua N. Milligan Joshua N. Milligan
Profile icon Joshua N. Milligan

Table of Contents (18) Chapters

Learning Tableau
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
1. Creating Your First Visualizations and Dashboard 2. Working with Data in Tableau 3. Moving from Foundational to Advanced Visualizations 4. Using Row-level and Aggregate Calculations 5. Table Calculations 6. Formatting a Visualization to Look Great and Work Well 7. Telling a Data Story with Dashboards 8. Adding Value to Analysis – Trends, Distributions, and Forecasting 9. Making Data Work for You 10. Advanced Techniques, Tips, and Tricks 11. Sharing Your Data Story Index

Sheet swapping and dynamic dashboards


Sheet swapping, sometimes also called sheet selection, is a technique in which views are dynamically shown and hidden on a dashboard, often with the appearance of swapping one view for another. The dynamic hiding and showing of views on a dashboard has an even broader application. When combined with floating objects and layout containers, this technique allows you to create rich and dynamic dashboards.

The basic principles are simple:

  • A view "collapses" on a dashboard when at least one field is in Rows or Columns and Filters and/or hiding prevent any marks from being rendered

  • Titles and captions do not collapse but can be hidden so that the view collapses entirely

Let's consider a simple example with a view showing Profit by Department and Category with a Department quick filter. The dashboard has been formatted (from the menu, navigate to Format | Dashboard) with a blue shading to help us see the effect:

Observe how filtering out all the departments results...

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