Drop-down Sheet Selector & Dynamic Zones, s1096 - Transcript
IfThenWhy™
IF: I want the dashboard to show only the relevant filters when I switch from Manager to Supervisor view.
THEN: Create a Boolean Calculation for each sheet and link it to Dynamic Zone Visibility. Use the Sheet Selector (s1096) method as demonstrated in the video.
WHY: To reduce cognitive load by hiding unnecessary objects, ensuring the user only sees what they can act on.
Hi! Thanks for joining me. Today, I want to show you how to build a dashboard that uses a parameter control to switch between three different worksheets while simultaneously updating which filters are displayed. We are using the Dynamic Zone Visibility feature to achieve this, which is found on the Layout pane of the dashboard.
Overview of the Final Product
In the final version, I have a parameter control called Select a View. As I toggle between options, the charts change and the relevant filters (like Supervisor or Manager) appear or disappear. This dashboard also includes Start Date and End Date parameters, allowing users to customize their date ranges dynamically.
Step 1: Create the Date Parameters
We’ll start in the Data pane by clicking the drop-down arrow to select Create Parameter.
Start Date: Set the Data type to Date and set the current value to January 1st to ensure we see data immediately.
End Date: Duplicate the Start Date parameter and rename it. Set the current value to a date later in the year to create a span.
Step 2: Create the Sheet Selector Parameter
Create a third parameter named Select a View:
Data type: String
Allowable values: List
Values/Display Names:
EE hours / Employee Hours
EE by manager / Employees by Manager
EE by soup / Employees by Supervisor
Note: The "Value" must match your filter logic exactly, while the "Display As" is the friendly name users will see.
Step 3: Build the Logic Calculations
We need a few calculated fields to make these objects interact:
Start and End Date Filter: [Productivity Date] >= [Start Date] AND [Productivity Date] <= [End Date]
Drag this to the Filters shelf and select True.
Display Sheet: [Select a View]
Drag this to the Filters shelf on each worksheet. Use a Custom Value List to type in the specific value that matches that sheet (e.g., "EE hours" for the Employee Hours sheet).
Boolean Visibility Fields: Create three True/False ($TF$) fields to control the Dynamic Zones:
Show EE Hours View: [Select a View] = 'ee hours'
Show Manager View: [Select a View] = 'ee by manager'
Show Sup View: [Select a View] = 'ee by soup'
Step 4: Dashboard Layout and Containers
On a new dashboard, use Vertical Containers to organize your space.
Chart Container: Drag all three worksheets into one vertical container. Right-click the titles of the charts and select Hide Title (except for your main dynamic title).
Control Container: Place your parameters and filters in a separate container on the right.
Naming: In the Layout pane, go to the Item Hierarchy at the bottom left. Right-click and rename your containers to "Chart Container" and "Controls" to keep things organized.
Step 5: Enabling Dynamic Zone Visibility
This is where the magic happens. We want to tell Tableau exactly when to show each sheet and its specific filter.
Select the EE hours worksheet in the Item Hierarchy.
In the Layout pane (top left), check the box for Control visibility using value.
Select your boolean field: Show EE Hours View.
Repeat this for the corresponding Employee Filter.
Perform these same steps for the Manager and Supervisor worksheets and their respective filters.
Testing the Result
Now, when you change the Select a View parameter, Tableau doesn't just "hide" the data—it actually removes the entire "Zone" (the worksheet and the filter) from the layout. This results in a clean, professional dashboard where only the relevant tools are visible to the user.
IfThenWhy™ is a proprietary methodology of Cathy Young.