Hi everyone! As promised, I’m back to show a visibility control on your dashboard. It is a really good technique (which I love, and use so often) that will help in your story-telling in case you have many sheets to include in your viz. This action will help you to avoid the sheets jamming/squeezing on the viz.

Note:  Use this technique wisely. (It will help and make sense in your storytelling). So, Let’s begin:

I’m using the superstore data source, and our focus will be on visibility control. This means I will not focus on the story, colour, and all other contents we may use to enrich our viz.

Step 1: Create the charts

I created 5 charts based on sales by sub-category per ‘Region’.

Chart 1: Overall sales

Chart 2: Sales by central region.

Chart 3: Sales by East region

Chart 4: Sales by South region

Chart 5: Sales by West region

Step 2: Create a parameter.

The parameter in this case will be like “buttons” to swap from one chart to another.

Step 3: Create 5 calculated fields.

The calculated fields we create will be the “link/bridge” to connect the sheets to the parameter we created before to allow us to change the view on our viz. As we have 5 sheets, we will need to create 5.

Calculated field 1: Sales Overall view

Calculated field 2: Sales by Central view

After creating the 5 calculated fields. You should end up with 5 calculated fields appearing in your tables.

Note: be careful typing inside the calculated fields, because tableau is case-sensitive when creating these actions. So, write ‘exactly’ the same way you wrote when creating the parameter.

The good news is the harder steps are already done, and now we can start dashboarding.

Dashboard step 1: creating the container hierarchy.

The most important thing here is: all charts must be inside the same container.

About container Layout: I will talk about container layout in another post. But for now, to not overwhelm you, make sure to have all the charts inside the same container.

Getting back to the matter, this is the point I mentioned before, where all the charts would be jammed and squeezed.

Step 2: Relate every single sheet with our parameter.

 

 

As soon as you finish relating all the charts, you will end up with just one chart in your view like the below:

Now, you can change the sales view using the parameter created before.

Thank you for your time, and hope this content helps you with your projects.

The Data School
Author: The Data School