Book Image

Learning Tableau

By : Joshua N. Milligan
Book Image

Learning Tableau

By: Joshua N. Milligan

Overview of this book

Table of Contents (18 chapters)
Learning Tableau
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
8
Adding Value to Analysis – Trends, Distributions, and Forecasting
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...