How to Swap Worksheets in a Tableau Dashboard (v 2022.2+)

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Description:
Sometimes, users need to see the same data multiple ways to develop thorough insights. Providing your user the ability to switch worksheet types (e.g. swap a map for a bar chart) is a great way to provide them with flexibility in analysis!
One of my favorite tricks in Tableau dashboarding is to allow users to swap worksheets! You can hook a parameter up to a calculation which filters/swaps between multiple sheets in a Tableau dashboard.
I've been using this trick since I started working with Tableau in 2014. However, one of the key steps to build a worksheet swap recently changed! In Tableau Desktop 2022.2 (and presumably going forward) you now need to set up the worksheet swap with a conditional filter instead of a selection filter.
Check out this video to learn the latest methods!
Access/Download the demo workbook on Tableau Public here: public.tableau.com/app/profil...

Пікірлер: 74

  • @onenumbertableau
    @onenumbertableau11 ай бұрын

    Need help setting up your worksheet swap? Schedule an hour with Eric here: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-tickets-42691995909 Ready to master Tableau? Check out our lineup of upcoming classes! www.eventbrite.com/o/onenumber-15678294163

  • @JakeDankwa
    @JakeDankwaАй бұрын

    You have no idea how useful this video has been for me!!! I spent more than 3 days trying to get this done. Thank you

  • @onenumbertableau

    @onenumbertableau

    Ай бұрын

    That's so good to hear, we're happy to hear this helped!

  • @paulwyatt8523
    @paulwyatt8523 Жыл бұрын

    Hi Eric. Thanks for calling out the Tableau issue affecting sheet swapping in v2022.2. In great tableau tradition of being able to achieve the same outcome several ways, there is a slightly shorter method which does not require the condition for activating sheet swapping. At 4:12 in your video, instead of going to 'Condition', go to General > 'Custom Value List > 'Enter Text to Search or Add'. on each sheet, enter the valid parameter entry; Map for sheet 1, Bars for sheet 2 and , Dot Plot for sheet 3. Select [+] on each sheet to add the relevant string.

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    Thank you Paul! That's great and that works too!

  • @tokazhu6919
    @tokazhu691910 ай бұрын

    Finally, something that worked for updated version of Tableau!

  • @onenumbertableau

    @onenumbertableau

    10 ай бұрын

    We're so glad it helped!

  • @user-sv5zb6lo5k
    @user-sv5zb6lo5k9 ай бұрын

    Amazing. Thanks for pointing out the method for updated version.

  • @onenumbertableau

    @onenumbertableau

    9 ай бұрын

    You are very welcome!

  • @bob6690
    @bob6690 Жыл бұрын

    You are the best!! I've searched the whole internet trying to understand why my Tableau didn't hide the other options. Thanks a lot man!! You have made 1 person very happy today : X

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    Thank you so much! We're so glad to hear this helped!

  • @josephwong8657
    @josephwong86577 ай бұрын

    Great video ! I watched other ones and this one was super clear

  • @onenumbertableau

    @onenumbertableau

    7 ай бұрын

    Glad to hear it, thank you!

  • @craigheard2280
    @craigheard2280 Жыл бұрын

    Thank you for this, been banging my head all morning why this wasn't working! Great video and explanation !

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    You are welcome! We're glad it helped!

  • @RayesVoyage
    @RayesVoyage10 ай бұрын

    I'd used this method before to enable flipping back and forth of worksheets on my dashboards but had no clue this update changed the way to do that. This is so helpful, thanks so much!

  • @onenumbertableau

    @onenumbertableau

    10 ай бұрын

    You are welcome! We're glad to hear this helped!

  • @kleiotsiokanou5888
    @kleiotsiokanou588811 ай бұрын

    Thsnk you so much for that video!! Amazing videos, easy to understand, easy to remember! You are not just experts in tableau, you also are amazing teachers! Well done, and thank you for that channel.

  • @onenumbertableau

    @onenumbertableau

    11 ай бұрын

    Thank you so much, we really appreciate that and are glad to hear you are finding it useful!

  • @pedrovelazquez6166
    @pedrovelazquez61664 ай бұрын

    Just what I was looking for! thank you so much

  • @onenumbertableau

    @onenumbertableau

    4 ай бұрын

    You are welcome!

  • @asthapuri2379
    @asthapuri23796 ай бұрын

    Thank you so much! I was struggling to find a solution for this and this has been super helpful and a time saver! Thank you!

  • @onenumbertableau

    @onenumbertableau

    6 ай бұрын

    You are very welcome! So glad to hear this helped!

  • @ragragrec1
    @ragragrec15 ай бұрын

    That change of additing the condition was the missing link - thanks for showing that was going crazy

  • @onenumbertableau

    @onenumbertableau

    5 ай бұрын

    We're so glad to hear this helped and preserved your sanity!

  • @Jason-hq5ji
    @Jason-hq5ji4 ай бұрын

    Thanks for this update! I had been battling with the 'old' method not realizing Tableau changed it. Very frustrating!

  • @onenumbertableau

    @onenumbertableau

    4 ай бұрын

    You're welcome, we're glad to hear this helped!

  • @gabonicabas
    @gabonicabas Жыл бұрын

    Great video. Thanks for sharing.

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    You're welcome!

  • @caffiryli8445
    @caffiryli8445 Жыл бұрын

    it's really helpful, thanks for sharing

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    I'm so glad this is helping you. Thanks for letting us know!

  • @user-qk7es8tv5r
    @user-qk7es8tv5r7 ай бұрын

    Very helpful, thank you.

  • @onenumbertableau

    @onenumbertableau

    7 ай бұрын

    You are most welcome!

  • @DarbazDara
    @DarbazDara3 ай бұрын

    Great trick... just what I was looking form thank you

  • @onenumbertableau

    @onenumbertableau

    3 ай бұрын

    We're glad to hear this is helpful, you're welcome!

  • @shoppersdream
    @shoppersdream6 ай бұрын

    Nice, thanks! I noticed for these options Map, Bars, and Dot Plot you chose "Worksheet Selection Filter" for Maps and "Worksheet Selection Parameter" for Bars, and "Worksheet Selection Filter" for Dot Plot. Why not the same for all three? Thanks

  • @onenumbertableau

    @onenumbertableau

    6 ай бұрын

    Good eye! It was a mistake. While it works, I'd probably try to consistently choose the calculation each time.

  • @MandleDan
    @MandleDan Жыл бұрын

    Spent longer today than I'd care to admit, trying to figure out what on Earth I was doing wrong--the traditional parameter/swap methodology all of a sudden wasn't working anymore. Totally v2022.2. Ugh. Thanks so much for the walk-through, Eric!

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    I hear you! I was teaching a class in August and it kept not working. I was wondering if I was going crazy! I'm glad this helped.

  • @rajender721
    @rajender72110 ай бұрын

    Thank you very much fixed my dashboard!

  • @onenumbertableau

    @onenumbertableau

    10 ай бұрын

    You are welcome!

  • @JoePollard-oo1zh
    @JoePollard-oo1zh Жыл бұрын

    Thanks so much Eric! After spending several hours trying to figure out why I could no longer swap sheets (using the same method I've used for a few years now) your video solved the issue. Kind of irritating Tableau made the change (although I'm assuming they had a good reason ... or maybe not the way things at Tableau seem to be headed) without somehow making it more obvious to users how the change would impact their dashboards. Can't thank you enough for this one!

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    We're sorry you had that experience and also glad to hear we were able to help!!

  • @happyjason1728
    @happyjason17283 ай бұрын

    Thank you so much for sharing this trick. I do have a follow-up question: can you add different legends to those charts?

  • @onenumbertableau

    @onenumbertableau

    3 ай бұрын

    You're welcome! You can, here's a blog post on it: onenumber.biz/blog-1/2020/1/22/creating-dynamic-color-legends-for-worksheet-swaps You might find it easier to use Dynamic Zone Visibility to swap numerous objects though: onenumber.biz/blog-1/2022/3/29/tableau-dynamic-zone-visibility

  • @GiordanosGarage
    @GiordanosGarage6 ай бұрын

    Great video! on the last step my two sheets in the container don't resize...it just has one half or the other go blank--is there a way to tell it to auto-resize?

  • @onenumbertableau

    @onenumbertableau

    6 ай бұрын

    Hi and great timing! Check out this video we just put out and ensure none of your objects are fixed height: kzread.info/dash/bejne/moSEybqNc92pfZs.html&ab_channel=OneNumber-TableauExperts

  • @linustorvalds306
    @linustorvalds306 Жыл бұрын

    Good to know about change on filter behavior on 2022 versions, still on 2020.4.3 😄😅

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    You never expect something like this to change but it can obviously happen! Glad to help.

  • @Op-Buyer
    @Op-Buyer Жыл бұрын

    Its working thank But please add button filter to swap Action not working Please!

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    Thanks! Are you thinking of something like this? kzread.info/dash/bejne/qpymkqeChcrMYKw.html&ab_channel=Tableau

  • @jimstvnetwork
    @jimstvnetwork Жыл бұрын

    Great video! Working great for most of my objects except one. I have a table with 4 columns (KPI indicators) and it will display which ever table is listed higher in the item hierarchy layout but will just show a blank space when the one listed lower in the hierarchy is selected. This issue does not happen with my 3 other charts (2 line charts and 1 data table). Any ideas?

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    I'm guessing one of the objects in your container has a "fixed height". Click in the background of the sheet, and you'll see a little white pin the top right corner of that sheet. Deselect that white pin so it has a hollow middle. It is now a "dynamic height" object. Hopefully that does it!

  • @denyskyrianov1701

    @denyskyrianov1701

    9 ай бұрын

    @@onenumbertableau I am trying to do the same. Everyone shows how to make it work for 3 graphs . But it doesn't with 4 or more graphs. Tableau automatically ''fixed height'' for 4th container

  • @onenumbertableau

    @onenumbertableau

    9 ай бұрын

    @@denyskyrianov1701 Weird. I had never had that issue before but just tried to create a swap with 4 sheets and experienced the same issue you mentioned. I'm guessing this also has something to do with updates Tableau has made but I'm not sure what specifically. I think worksheet swaps with Dynamic Zone Visibility might be the best bet for 4+ worksheets: onenumber.biz/blog-1/2022/3/29/tableau-dynamic-zone-visibility

  • @eaglyn
    @eaglyn Жыл бұрын

    Hi Eric, in 4:14 you've entered [Worksheet Selection Filter] for Map but in 5:03 you've entered [Worksheet Selection Parameter] for Bars. Then for Dot Plot, you've entered [Worksheet Selection Filter] again. May I know why is Bar's condition different from the rest? It seems that the swapping still work for all of them despite the different conditions.

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    Hi! Thanks for checking our video out. No real reason other than I accidentally referenced the parameter. I meant to reference the calculation all 3 times.

  • @kevalshah382
    @kevalshah38211 ай бұрын

    Thank you. The video is really helpful. I tried to implement same thing in my dashboard. But I am facing a different issue. I also have legend in my sheets. And when swapping sheets either both legends are present in both sheets or single one for both sheets which is not what I want. Can you help me with it?

  • @onenumbertableau

    @onenumbertableau

    11 ай бұрын

    Hey Keval, 2 options for you: 1. Get the legend to swap as well by tying it to a 3rd sheet: onenumber.biz/blog-1/2020/1/22/creating-dynamic-color-legends-for-worksheet-swaps 2. Use Dynamic Zone Visibility to swap and it an swap legends, filters, parameters too : onenumber.biz/blog-1/2022/3/29/tableau-dynamic-zone-visibility

  • @kevalshah382

    @kevalshah382

    11 ай бұрын

    @@onenumbertableau Thank you for the help. I tried implementing the Dynamic Zone Visibility Method but I cannot find it in my dashboard. Could you please let me know what should be the minimum Tableau version for getting that feature? Also, can it be directly applied to a sheet or it must be applied to containers? Hoping for your reply soon.

  • @onenumbertableau

    @onenumbertableau

    11 ай бұрын

    @@kevalshah382 Hi Keval, Looks like it first released in 2022.3. It can be applied directly to any object (worksheet, filter, legend, parameter).

  • @andrea2686
    @andrea2686 Жыл бұрын

    If in case, my sheet has filters for each, can I also swap the filter the same way I swap the sheet?

  • @onenumbertableau

    @onenumbertableau

    Жыл бұрын

    This is such a good question. I made a note to myself to make a follow-up video on this topic. No, unfortunately other objects like Filters, Legends and Parameters can't be easily swapped this same way. I recommend creating a third worksheet which doesn't change which things like Color Legends and Filters are connected to because a filter or color legend attached to a disappearing/collapsed sheet will display only null values. Here's a blog post about how to make dynamic color legends. This process should work for filters too onenumber.biz/blog-1/2020/1/22/creating-dynamic-color-legends-for-worksheet-swaps

  • @grudajeffrey6228
    @grudajeffrey62286 ай бұрын

    Whenever a sheet is swapped it leaves an empty box a few pixels high throwing off alignment. Anyway to get rid of those?

  • @onenumbertableau

    @onenumbertableau

    6 ай бұрын

    Not with this approach but it might be worth trying a worksheet swap with Dynamic Zone Visibility instead. How to here: kzread.info/dash/bejne/d59_ybKsac7fZM4.html&ab_channel=OneNumber-TableauExperts

  • @r.d6707
    @r.d67072 ай бұрын

    When i choose to show color legend for each worksheet, there is always a blank row when i swap among worksheets. Is there a way to hide the color legend from other worksheets when showing one worksheet?

  • @onenumbertableau

    @onenumbertableau

    2 ай бұрын

    Your best bet is to tie the color legend/filters to a worksheet that isn't swapping. Check out this post on the topic: onenumber.biz/blog-1/2020/1/22/creating-dynamic-color-legends-for-worksheet-swaps

  • @sv4647
    @sv4647Ай бұрын

    Does this work with floating objects??????

  • @onenumbertableau

    @onenumbertableau

    Ай бұрын

    I suppose if you gloated a layout container and the objects were tiled inside the floating container, yes. However, Dynamic Zone Visibility is probably a better fit for swapping floating objects: onenumber.biz/blog-1/2022/3/29/tableau-dynamic-zone-visibility

  • @marcuslatansa4202
    @marcuslatansa42028 ай бұрын

    My layout container does not work. It still splits half screen each chart even after hidding title

  • @onenumbertableau

    @onenumbertableau

    8 ай бұрын

    Make sure that the little "Fix Height" pins on the worksheets in the layout containers are not selected. If the objects have been manually adjusted at all they are likely Fixed Height and then won't expand and Contract accordingly. If you're not sure what I'm talking about jump to around 5:20 in this video: kzread.info/dash/bejne/nntqqsmkka7dhLg.html&ab_channel=OneNumber-TableauExperts

  • @archanakams1905
    @archanakams190511 ай бұрын

    I followed this but when I apply a filter the second sheet gets hidden . Please help

  • @onenumbertableau

    @onenumbertableau

    11 ай бұрын

    Are your filters applied to both sheets? (More info on how to do that here: kzread.info/dash/bejne/n6VnlK6nXZXJfso.html&ab_channel=OneNumber-TableauExperts)