The process to create this is quite elaborate, rather than bore you with the obvious. I’m going to document the ambiguous parts of this build, the rest you should be able to decipher when you look at the sheets in the workbook. So, download the workbook from my public profile and follow along.

First, how to create the “Selected” and “Click to view” labels under the BANS.

The Build – Let’s look at the Furniture Sales tab in the workbook. 

After you have created a standard BAN with just the aggregate of whatever the measure you want to display, in this case, its Furniture sales, I place a calculated field Category Selected- Furniture that simply returns True or False on the Text mark and the Colours mark. Then simply, Edit the alias on the legend from True to Selected and False to Click to view or Select Category, what ever is appropriate to your use case. I also edit the colour legend during this process, so the Selected BAN stands out from the others. 

The Action settings – Drag the calculated field Furniture (ForParameterAction) to the details mark. You want to select this as the Source field, in the change parameter action that you need to create for this to work on the dashboard.

Please repeat this process for all the other BANs. As you make your selection, you will notice a change in both the colour and label.

Second, how to create the “Filter by Region:” that appear when the Furniture BAN is selected and disappear when any other BANs are chosen. An example use case for this is when you want to add a level of drill down to the visuals that follow or perhaps a note to users.

The Build – This is using the age-old, sheet swap technique. Because Titles have to be hidden, I’ve created two Sheets, one is called the Pop-up filter tile which basically shows and hides the Title “Filter by Region:”, the other just shows the Regions, which I have formatted to look like hyperlinks, a simple Filter action is used to filter the charts below it. 

The Action settings – Similar to what we did with the previous parameter action, but this time add the calculated field called ‘Show’ to the details mark of the BAN you want controlling the pop-up filters and add the calculated field ‘Hide’ to the details mark of the other BANs. Once this is done create two Change parameter dashboard actions, one where the source sheet is BAN that shows the filters and the other where the source sheets are the other BANS that hides the filters.

 

Note: if you have more than one BAN that needs additional filters to show, you must create duplicates of these and create a separate dashboard action for it.

The rest of the visuals should be pretty straightforward. All the best!

 

Jude Shu
Author: Jude Shu