![]() This is a default value generated by Tableau and in previous versions had been called Number of Records. I will now drag Sheet1 (Count) onto the Size Marks Card. How to Use a Bar Chart to Highlight Selections in Tableauīuilding on the first approach I will duplicate the Control Sheet Selection sheet and change the mark type to Bar. My sheets will now change the Category Parameter when selecting them from the dashboard. I will title this action Change Category Parameter, select both sheets as the source sheet, change the target parameter to Category Parameter, set Value as the target field, and then click OK. To set this up, click Dashboard in the top navigation, then Actions, Add Action, and select Change Parameter. Now I will create a dashboard action that will update the parameter when the user clicks on a different Category. ![]() How to Make Indicators with Custom Shape Palettes in Tableau I think its important to mention that you can also use custom shapes for this tactic by loading those imagines into your Tableau Repository. With the sheets now stacked on top of each other we have created a checkbox using the default shapes in Tableau. The easiest way to do this is to navigate to the Layout pane and edit the Position and Size coordinates of the sheets to match. The trick now is to layer them on top of each other. To bring these sheets together, I will create a new dashboard and float the sheets onto the view by selecting the Floating toggle at the bottom of the Dashboard pane and dragging the sheets onto the view. Now I will drag the Category Highlight calculated field to the Shape Marks Card and edit the shape so when Category Highlight is True, we see an X shape. In the calculated field dialog box, I will type in the following formula, title it Category Highlight, and click OK. ![]() Next, I will right-click on the new Category Parameter, navigate to Create, then Calculated Field. I will title this parameter Category Parameter and click OK. This will give me a prepopulated parameter with the values from my control sheet. To do this I am going to use a shortcut by right-clicking on Value in the Data pane, navigating to Create, then choosing Parameter. Before we build out the next sheet, we want to create a new parameter and calculated field. I will also make sure that Column and Row Banding is also toggled to None.Īfter formatting the sheet appropriately, I am going to right-click on the sheet name in the bottom of the Authoring interface and choose Duplicate. This will make the sheet transparent on the dashboard. I will click on the Format Shading tab, which is represented by a paint bucket, and turn the worksheet shading to None. Now I will right-click in the sheet and select Format from the menu. I am going to click on the Shape Marks Card and select the square from the default shapes. By default, Tableau uses a circle as the shape. Using my secondary data source, I will start a new sheet and drag Value to the Rows Shelf and change the mark type to Shape. How to Use Control Sheets for Better Parameter Actions If this tactic is new to you, I highly recommend checking out the related content link below. Here is a preview of what that data looks like. In this post I have already created the control sheet and connected to it. To get us started I am going to use one of my favorite tactics which is to create secondary data source for the Tableau parameter actions. How to Use Shapes to Highlight a Selection in Tableau I will show you how to (1) create a simulated check box using the default shapes provided in Tableau, (2) create a single selection highlight using a bar chart, and (3) highlight multiple rows based on a selection using Gantt marks.īy the end of this post, you will know how to use shapes, bar charts, and Gantt marks to highlight a selection in Tableau. I have found that implementing these techniques creates a great user experience within dashboards and helps bridge the gap between Excel-based text tables and starting to visually analyze data.Įach of these tactics can be implemented using the default settings within Tableau (no custom images required!). In this tutorial I will demonstrate three ways to use different mark types with transparent sheets to highlight a selection within Tableau.
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