While creating a dashboard, I came across this which I am sharing with you all. It is a way to put sheet selector option in dashboards to switch between two sheets.
Let’s start working on Superstore visualization present in Tableau 9, concentrate on two sheets: “Performance” and “Forecast”
Follow below steps one by one:
STEP 1: To create a sheet selector, create a parameter named “Select Sheet” of Boolean type
Give the alias names corresponding to True and False what you like to display on dashboard
STEP 2: Create a calculated filed “Show” with this parameter “select Sheet”.
STEP 3: Now go to Worksheet “Performance”:
Right Click on “select sheet” and select “show parameter control” option
STEP 4: Then select “Performance” option over there:
STEP 5: Add “Show” to filter and assign True to this. As we have written Performance against “TRUE”, hence we should get option true in filter
STEP 6: Now repeat steps 3 to 5 for “Forecast” sheet. There you should get False in filter.
STEP 7: Create a dashboard, and drag Performance Sheet first there you will notice that Sheet Selector has selected option as “Performance ”.
STEP 8: Select option Forecast in “Sheet Selector”, sheet will disappear but title will create some problem. So hide title. Your view will look like:
See my previous post on Dynamic Titles, to give titles to these sheets.
STEP 9: Drag Forecast to area, make it floating
Adjust the filters and graph, and hide title
Your sheet selector is ready, change select and see the worksheet is getting changed on dashboard.