Last week I introduced some of the new features in Tableau’s latest 2022.3 release. The most exciting and intriguing to me was the introduction of the new Dynamic Zone Visibility function. So over the next 3 weeks I am going to try my hand at demonstrating different use cases for this new functionality.

What is Dynamic Zone Visibility.

According to Tableau, Dynamic Zone Visibility is a way to save valuable dashboard space. Allowing you to progressively reveal data insights. With this new feature, you can hide or reveal “zones” (Tableau speak for areas on a dashboard) based on the value of a field or parameter. So, this means essentially at the click of a button you can show or reveal sheets (floating or not) or entire containers.

The Rules

Tableau has some ground rules for this new feature, as it states on their brief guide:

To be used for Dynamic Zone Visibility, a field or parameter must be:

  • Boolean
  • Single value
  • Independent of the viz, meaning the field returns a constant value independent of the structure of the viz, such as a fixed level of detail (LOD) calculation

The first use case we will look at is essentially sheet swapping. Only less laborious and without all the fiddling with fix heights and viz’s still reappearing not as you left them.

Let’s Begin

Part I requires a dashboard. So head off an build one with whatever you like. I am going to use Superstore data.

Dashboard example

You may ask “Wait, how is that helpful?” Well, it doesn’t matter what dashboard you build the only thing matters in this case is that all the sheets in the bottom half are in the same container. So that’s the Profit by Category, Orders by Sub-Category and Orders and Sales per Month. Obviously, you may have 3 totally different sheets as you have built a viz on Bog Diving or whatever. The 3 sheets you want to swap out must be in the same container for this use case to work.

Create a Parameter

So, we have our viz and now need the mechanics to drive it. As we know from earlier the Dynamic Zones are driven by either Boolean, Single value or Independent of the viz (e.g., Fixed LOD). We are going to use a boolean parameter and a calculated field. Make it a string and simply have a list of values that correspond to your sheets.

 Calculated Fields

Now we need 3 calculated fields to add to the level of detail on each sheet. It’s a nice simple Boolean value.

Okay now we need to drop this on the marks card on ‘detail’ for the profit/category sheet (or whatever relevant sheet you have). Then simply repeat the process for the other 2 sheets.

The Marks cards should look like this with the value different according to the sheet…

 

Finishing Off

Now for the final part. Select a sheet and show the parameter on your dashboard. Now while the sheet is selected navigate to the layout tab on the left and you see the new “Control visibility using value” option. Click this and select the relevant calculated field for each sheet e.g.

For the “Profit by Category” sheet select “show prof/cat” value

Repeat this for the other 2 sheets and voila. When you add the Dynamic Zone Visibility for the 2nd and 3rd sheet, they will disappear if not selected on the parameter. That’s good.

Demo of vis in gif format

Now you have a functioning sheet swapper for the vis with no pesky loss of titles or fiddling with fixed heights/widths. Next time out I will show another use case of Dynamic Zone Visibility so stay tuned. Check out the viz on my Tableau Public and Parts 2 & 3.

The Data School
Author: The Data School