![]() The remaining buttons should get a Filter dashboard action added to them. The active button on each dashboard will not have any action added to it because it won’t do anything if clicked (i.e. Whatever your approach, you should end up with one active button on each dashboard, and inactive buttons for the remaining links.įrom here, it’s simply a matter of adding the links, which is accomplished with Tableau dashboard actions. I’m on Team Floating because I prefer the precision it provides, but you could also tile the buttons or put them in a floating layout container. Once you have created an active and inactive button for each dashboard you want to link to, you are ready to place the buttons. Repeat these steps to make an inactive version of the same button. You can change the formatting via the Text Marks Card and by right-clicking on the view and choosing “Format…”. As you can see in the image above, I chose blue text and a white background for the active version of the button. If using the latter approach, you can make a button by (1) dragging the dimension that contains the dashboard names to the Text Mark Card and (2) filtering the view (using the same dimension) to only the name you want included on the button.įrom here, format the button to your liking. This approach works whether you build the buttons in one data source or have a data source that includes the table of contents. While I gain some clarity while I’m authoring in Tableau, it may be considered a drawback to some to have these multiple data sources. ![]() In this case, I set up a separate data source to keep elements not tied to the main data source in a non-cluttered place of their own. The dataset started with one column for “Dashboard”, with the dimension members being the names of the dashboards (Annotations, Descriptive, Prescriptive, Predictive). The Super Sample Superstore dashboard has a dataset for the table of contents. The link in the preceding paragraph shows you how to make a button using a calculated dimension with whatever text you want to display on the button, so I will show you a slightly different approach now. The two big differences are that (1) I made an active (colored white) and inactive (colored blue) version of each button and (2) the links are to other dashboards (not an external webpage). Most of this technique was done following this approach to making a button in Tableau. This was all created within Tableau Desktop. Note that the top navigation is seamlessly integrated with the rest of the dashboard with the active tab turning white, and links to the other dashboards matching the rest of the blue header. To illustrate the following tip, we will recreate the top navigation pictured in the Super Sample Superstore dashboard: How to Create a Custom Top Navigation in a Tableau Workbook Forgiving – There should be feedback or a means of undoing mistakes made by the end user. Efficient – Design the interface in a way that makes it as efficient as possible to achieve the objective.Ĩ. Attractive – Balance some design aspects to improve engagement.ħ. Consistent – Coach your users through repetitive use of similar elements.Ħ. Responsive – The interface should react quickly / provide feedback when users interact.ĥ. Familiar – leverage schemas to make it easier for your users to understand what to do.Ĥ. Concise – the data visualization equivalent of removing chartjunk keep explanations succinct and to the point.ģ. Clear – it should be apparent to the end user how the interface will behave.Ģ. Premier Tableau eLearning from Playfair Data TVĨ Characteristics of Successful User InterfacesĪll of the user interface tips in this series attempt to follow the guidelines of Dmitry Fadeyev’s, 8 Characteristics of Successful User Interfaces:ġ. This is a great technique any time you need to provide an intuitive and professional-looking interface for your end users to navigate between multiple dashboards. The first tip in this series will show you how to recreate something similar to the Tableau Online / Server interface within your own Tableau workbook. These tips will be applicable for Tableau Desktop, Tableau Public, Tableau Online, and Tableau Server. ![]() This series aims to provide several ideas and inspiration for improving your Tableau workbooks. It is also about providing an intuitive user experience to help your end users find additional value-adding insights. Engagement is more than making pretty charts. In my data visualization mission statement, I mentioned that I constantly try to (1) reduce the time to insight (2) improve the accuracy of insights and (3) increase engagement. This content is excerpted from my book, Innovative Tableau: 100 More Tips, Tutorials, and Strategies, published by O’Reilly Media Inc., 2020, ISBN: 978-1492075653.
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