After the button is on the dashboard, the trick to making this an external button linking anywhere you like is to use dashboard actions.Īctivate the Button with Dashboard Actionsīecause this button is its own sheet, we can add a URL dashboard action exclusively for this button. I personally recommend floating the button in the exact location you prefer and in the exact dimensions you prefer. This is reason #247 I’m on Team Floating, but that’s a topic for a different day. Here’s how my final button looks after changing the shading to gray and adding a solid gray border.Īfter your button is finalized, you are ready to add it to a dashboard. Whatever you type here will show up when the end user hovers over the button.Īfter customizing the button copy and call to action, you can also format the button’s borders and color by right-clicking anywhere on the button and choosing “Format…”. You can also add a customized call to action by clicking on the Tooltip Marks Card. Here you can change the format of the font or even change the copy from your original calculated field. Now that this “Subscribe” calculated field is on the Text Marks Card, you can click on the card, then click the “…” button to modify the text. On your new worksheet, drag this newly created calculated field to the Text Marks Card. Here is my calculated field for the subscribe button: This calculated field will contain the copy for your button within quotation marks. Next, create a calculated field with the copy for your button. This worksheet will eventually be the button itself. To add a button to a Tableau dashboard, start by creating a new worksheet. In the dashboard, there are two buttons one which allows the end user to subscribe to my mailing list, and one that allows the end user to email me directly for speaking inquiries. To illustrate my approach for adding a button to a Tableau dashboard, I’ll be using my Where’s Ryan dashboard. Premier Visual Analytics eLearning & Resources with Playfair+ These buttons can be used for several practical purposes including, but not limited to, (1) calls to action for a mainstream audience (2) a way to alert internal audiences of insights, and (3) a method for linking related dashboards together.Īny image object on a Tableau dashboard can be made a “button” by setting its URL, but the approach shared here provides the added benefits of (1) showing a call to action on hover and (2) allowing you to format the button from right within Tableau. This post shares a simple way to improve your end user’s experience by adding a button to a Tableau dashboard. Tableau is so flexible, in fact, that you can create web pages – and arguably websites – all within the authoring and dashboarding interfaces. There simply is no other data visualization tool on the market today that allows me to create practically any visual or user experience I can imagine. I’ve shared before that the reason I hitched my wagon to Tableau is the software’s flexibility. If you are using version 2018.3 or later, you may prefer to view 3 Ways to Add a Button to a Tableau Dashboard at Playfair+. If your company has not upgraded or you are wanting to link a button to the web, feel free to keep reading. Update: As of Tableau version 2018.3, there is a dashboard object that provides an easier way to add a button to a dashboard when linking to other dashboards within a workbook.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |