Thursday, March 3, 2011


Changing Viz Types with Dashboard Containers and Parameters

At the heart of this example is the use of two items: 1) Dashboard container objects which auto-shrink and auto-grow as needed, and 2) a Tableau Parameter which filters out entire sheets based upon user input.

The net result is the effect of "show me" or chart selection, for a given data set. There are some inherent weaknesses to this approach, but overall it's pretty nifty.

17 comments:

Joe Mako said...

This is a great feature, I use it in a majority of my dashboards. Do you think a collapsed sheet/object/view will ever fully collapse to zero pixels of dashboard space?

In your example above, your your layout container with the 8 sheets is about 460 pixels wide, and each collapsed sheet object takes up about 9 pixels in height, so you have an area of about 460x60 or dead space.

In your example, when you select "pie chart" you can see the unusable space between your title object, and where the sheet view starts is quite a bit on white space.

Before version 6, I thought the sliver remained when collapsed so you could move the sheet while collapsed, that I did make use of, but with version 6, a collapsed sheet is no longer movable (different way of selecting and moving objects on a dashboard). What is the benefit of leaving this sliver when the object is collapsed?

Also of concern is your color legend. You have just an image of a legend that does not apply to all the views. If you use a discrete dimension pill on the color shelf instead of a continuous measure, you can have your color legend expand and collapse as you sheet objects do. Wouldn't it be great if the same was true for continuous measure color legends?

DGM885 said...

I really enjoy using parameters but this particular usage isn't one I've employed.

Andy said...

I'm envisioning so many uses for this, especially with Reader.

northwestcoder said...

@joe: all of your comments are valid. I was struggling with the color legend. I see legends, titles and captions, annotations and other items all "falling down" somewhat with this concept.

Steve Wexler said...

Seriously clever. I don't see using this in my practice but love how it pushes parameters.

Unknown said...

hi,
this is great & something I've replicated. However, for some reason either of the two views I'm selecting between are not compressing/shrinking down when not in view, meaning I have a lot of dead space & the view I do want shown is itself compressed. Any suggestions/tips on how to overcome??
Thanks!

Sam Bruce said...

Not sure if you got your answer or not. It took me a bit of time to figure it out but it has to do with layout containers. I noticed that on my end, there were 2 options not available to me [Fixed Height and Edit Height...]. I removed the worksheets from the dashboard, added a Vertical Container and put the worksheets back into that container. Voila! Get rid of the titles and such and you are good to go.

Sam Bruce said...

Also, it seems like the container that contains the various worksheets needs to be a vertical container.

dmitri said...

I have a problem replicating this for map views. I'm trying to build a dashboard showing Country/ State / County Maps based on a parameter. Can it be done?

mlutton said...

I do believe it has to be a vertical container--I never could get this to work horizontally.

Ankit said...

Can anyone please explain the steps i shoud follow to build this dashboard it looks great.

Joshua Clewley said...

This is cool. How do you get the dashboard containers to auto size when selecting the various parameters?

bluemonkey said...
This comment has been removed by the author.
bluemonkey said...

Here are some instructions:
http://kb.tableausoftware.com/articles/knowledgebase/creating-sheet-selector-for-dashboard

Steve Adams said...

Thanks Alan, this is a great post, but I stumbled upon it with a different challenge in mind. Perhaps you can help with that?

The use case is a dashboard with one worksheet above another, both visible. The top report worksheet varies in height based upon a filter selection (for eg there are 30 filter options), so it can be for eg between 10 and 100 rows. I would like the second worksheet to appear immediately below this and thus need the container to dynamically change siye depending on the height of the worksheet. Is this possible?

Many thanks

Steve

B said...

@Steve, there is. In your sheet that contains the field with 10-100 rows, put that field into the title of that worksheet (after putting it on TEXT[Label]). Format the title to have black color, format the label to be white (or transparent).
Go to your dashboard, drag on a vertical container, then drag on your worksheet with text (you may need to expand the text box horizontally), beneath that, drag on your chart (and fit> height). The vertical container will yield the results you need. A recording of this can be found here (I'm going to keep this up for a few days): https://docs.google.com/file/d/0B4O2wReOpAqTVmdIT3JXclAyX1k/edit?pli=1

-Brent

Viv said...

I'm able to create the sheet selector from your workbook, but the view of the sheet in my vertical container changes position when I'm selecting one view from another. Please advise.