How To Create Buttons To Swap Sheets

Date de publication : 29 Sep 2020
Date de dernière modification : 01 Dec 2023

Question

How to create buttons to swap sheets.

Example: Buttons for swapping sheets between profit and sales.

Environnement

Tableau Desktop

Réponse

Follow along with the sample packaged workbook found in the Attachments section of this article to review the solution.

CLICK TO EXPAND SOLUTION

Buttons for swapping sheets between Sales and Product Details

Create calculated fields with Strings for buttons. Example: Sales Button : "Sales" and Product Button: "Product"
Create two placeholder calculated fields as discrete and dimension as following: zero: 0 and One: 1
On an new sheet named Sales Button drag Sales Button, zero and one to Details on Marks Card
On an new sheet named Product Button drag Product Button, zero and one to Details on Marks Card
(Optional) Create the Sales and Product sheets as desired (in our example, these sheets are named Sales by Segment, and ProductDetails)
Add the Sales Button and Product Button to your dashboard
Add a Horizontal/Vertical Layout container. Add Sales by Segment, and ProductDetails sheet to this Layout container until a dark blue thick line appears
Hide the Titles of Sales by Segment, and ProductDetails sheet
Configure four actions as instructed below. These 4 actions are needed in this example to define both a source and target sheet for each button.
1. Action Filter 1 for Sales:
  1. Select the Sales Button Source Sheet as the Source
  2. Choose Select to run the action
  3. Select the ProductDetails sheet as a Target Sheet
  4. Choose Exclude all values when Clearing the action
  5. Add a Target Filter using; One as the Source field and Zero as the Target Field
2. Action Filter 2 for Sales:
  1. Select the Sales Button Source Sheet as the Source
  2. Choose Select to run the action
  3. Select the Sales by Segment sheet as a Target Sheet
  4. Choose Leave the filter when Clearing the action
  5. Add two Target Filters using;
    1. One as the Source field and Zero as the Target Field
    2. And Zero as the Source field and One as the Target Field
3. Action Filter 1 for Products:
  1. Select the Product Button Source Sheet as the Source
  2. Choose Select to run the action
  3. Select the Sales by Segment sheet as a Target Sheet
  4. Choose Exclude all values when Clearing the action
  5. Add a Target Filter using; Zero as the Source field and One as the Target Field
4. Action Filter 2 for Products:
  1. Select the Product Button Source Sheet as the Source
  2. Choose Select to run the action
  3. Select the ProductDetails sheet as a Target Sheet
  4. Choose Leave the filter when Clearing the action
  5. Add two Target Filters using;
    1. One as the Source field and Zero as the Target Field
    2. And Zero as the Source field and One as the Target Field
Clicking on the button will get the respective sheet in the bottom view