Sheet Selection Menu

Dashboard Sheet Selection Menu

In this Tableau dashboard example, a parameter called “pSelect a Sheet” moves between two floating sheets on the dashboard. A calculated field on each worksheet on the Filter shelf is critical to this implementation.

Project Files

If you want to follow along with this example, download the Tableau Public file:

<-- Tableau Public file

Preview - the Finished Dashboard

The dashboard has two views on top of each other; when the parameter changes, the dashboard changes between the “Sales” view and the “Profit” view.


Worksheets

There are two worksheets in this workbook. Each worksheet has the “Sheet Calc” field on the Filters shelf, and each filter is unique to that worksheet.

• Profit

• Sales


Data & Fields

This workbook is based on the Sample Superstore data source and includes these fields.

  Region

Profit

Sheet Calc

Calculated Fields

There is one calculated field, “Sheet Calc,” on the Filters shelf of both worksheets.

Components or Elements

• Columns Shelf

• Rows Shelf

• Parameter

• Parameter Control

• Filters Shelf

Columns Shelf

The “Region” field is on the Columns shelf on both worksheets.

Rows Shelf

The “Profit” field is on the Rows shelf on the “Profit” worksheet. Likewise, the “Sales” field is on the Rows shelf on the “Sales” worksheet.

Parameter

There is one parameter in this workbook called “pSelect a Sheet.”

Parameter Control

Both worksheets show the Parameter Control that switches between the worksheets.

Filters Shelf

The “Sheet Calc” field is on the Filters shelf of each worksheet with a “Custom Value List” for the filter. 

Profit Worksheet

The “Custom Value List” filters to “Profit.”

Sheet Calc: Profit

Sales Worksheet

The “Custom Value List” filters to “Sales.”

Sheet Calc: Sales

Create the Viz

1. Create two worksheets, “Sales” and “Profit,” using the Sample Superstore data source.

2. Create a parameter called “pSelect a Sheet.” At the top of the Data pane on the left, click the drop-down arrow to open the Context menu and select “Create Parameter.”


3. Create a calculated field called “Sheet Calc.” At the top of the Data pane on the left, click the drop-down arrow to open the Context menu and select “Create Calculated Field...”

4. Drag the new field “Sheet Calc” to the Filters shelf on the “Sales” worksheet. Click within the yellow bar and type “Sales.” 


Click the small plus symbol on the right after typing “Sales” in the yellow bar. 

The list should only show “Sales.” Click OK. 

The Filter shelf reflects the “Custom value list” of “Sales,”  as shown below.

5. While still on the “Sales” worksheet, click on the parameter in the bottom left corner and select “Show Parameter.”

6. Repeat step 4 for the “Profit” worksheet. Drag the new field “Sheet Calc” to the Filters shelf on the “Profit” worksheet. Click within the yellow bar and type “Profit.”

Both worksheets use the field “Sheet Calc” as a filter, but the “Custom value list” is specific to each worksheet.

7. In the bottom left corner of the “Profit” worksheet, click on the parameter and select “Show Parameter.”


8. Create a dashboard and click on “Floating” in the Dashboard pane. Drag both worksheets onto the dashboard so that they are on top of each other.


9. Click the drop-down arrow for the worksheet object and uncheck “Title.” Also, click “Parameters” and select the new parameter “pSelect a Sheet.”

Testing

On the Dashboard, from the Window menu, select “Presentation.”  Click the parameter control to switch between worksheets.