I have seen some articles and videos that display some very powerful user-interactions which display different sheets etc. I typically prefer to only show what is absolutely necessary on the dashboard, based on what the user has selected. I use a lot of dashboard actions and pop sheets into a container. Recently I was realizing that I'd really like to display some filters that apply to the secondary "hiding" sheet. I had seen this done using a parameter to select from various sheets to display. But I was only displaying one sheet with a dashboard action. For some reason, this was stumping me. I was probably over-complicating it. But yesterday, I figured it out finally, after several rounds of getting stuck.
Here are some helpful articles that I have found related to this topic:
- Robert Rouse - Creating a collapsing menu container
- Matt Lutton - Sheet Swap and Pop
- VizPainter - Sheet Selection on Steroids
- Tableau KB - Dynamically Hiding a Sheet from the Dashboard
I was able to successfully use a blank placeholder sheet, which collapses when a dashboard action is triggered. When that blank sheet collapses, then my filter and legend "slide in" from the side, where they were resting in the "off dashboard" area. I have noticed that if you hide a color legend title, the legend actually is hidden when all the data is excluded (e.g. in the case of excluding all data after a dashboard action is de-selected). So, if you just want a legend to show/hide, you could float that and call it a day. I am mostly interested in those items that do not disappear if no data is displayed - e.g. filters and parameters.
Check out my screenshots and annotations below. You can also click through to my Tableau Public workbook to see it in action or download to see my work.
Ultimately, I like to reduce the clutter on the dashboard as much as possible, so that the user can focus on what is relevant. I am excited to use some of these ideas to enhance the expierence for my dashboard consumers.