Conditionally Show or Hide Parameter Controls, Filters, Web Objects, or Legends

Resolution

The attached example workbook uses the sample data set Superstore to demonstrate the following workarounds.

Example 1: Using a parameter to show/hide a viz

This examples starts by building a view using the directions in Create a Sheet Selection Menu for a Dashboard

Option 1 - Use Dynamic Zone Visibility

Starting in Tableau Desktop 2022.3 Dynamic Zone Visibility allows any element (views, filters, legends, containers, etc...) to be hidden based on a calculation that returns True or False. See Configure a dynamic dashboard zone

In the example workbook that can be downloaded from the right-hand pane, a view and all of its associated elements are placed in one container and then dynamic zone visibility is configured for that container. The containers have been given different colored borders. See the Additional Information section for tips.

Option 2 - For filters only, set Filters to show Only Relevant Values and hide filter titles

This option does not work for dropdown filters and will leave white space where the hidden filter is.

Right-click the [Category] Filter and uncheck Show Title.
Right-click the [Category Filter] and select Only Relevant Values.
Repeat steps 1-2 for the [Segment] filter.

Example 2: View Excluded until Filter Action Triggered

See the "Action Filter Exclude All Values" dashboard in the workbook downloadable from the right-hand pane of this article for directions on how to create the example.

Option 1 - Use Dynamic Zone Visibility

In the example workbook that can be downloaded from the right-hand pane, uses the following directions starting from the "Action Filter Exclude All Values" dashboard:

Step 1: Create the Boolean Calculation

Right-click [Region] in the left-hand data pane and select Create > Set...
In Create Set dialog, click OK
Navigate to the dashboard
Navigate to Dashboard > Actions...
In the Actions dialog select Add Action > Change Set Values...
In the Add Set Action dialog, do the following:
1. For Source Sheets, check only Bar Chart
2. For Run action on, choose Select
3. For Target Set, choose Region Set
4. For Running the action will, choose Assign values to set
5. For Clearing the selection will, choose Remove all values from set
Navigate to a worksheet
Select Analysis > Create Calculated Field
In the Calculated Field dialog box that opens, do the following, and then click OK:
1. Name the calculated field. In this example, the calculated field is named "Any Region Selected?"
2. In the formula field, create a calculation similar to the following: { FIXED : MAX([Region Set])}

Step 2: Configure Dynamic Zone Visibility

Navigate to the dashboard
Click on the Profit legend
In the lefthand side bar, navigate to the Layout tab
Check Control visibility using zones
In the dropdown, select Any Region Selected?

Option 2: Replace the element with a worksheet

Not all elements can be replaced with a worksheet, and depending on the element the directions to create a worksheet will differ. The example workbook that can be downloaded from the right-hand pane uses the following directions starting from the "Action Filter Exclude All Values" dashboard:

Step 1: Create a worksheet legend

Create a new worksheet called "Fake Color Legend"
Drag [Profit] onto Columns
Drag a second copy of [Profit] onto Color on the Marks card
Drag [State] onto Detail on the Marks card
Select Analysis > Create Calculated Field
In the Calculated Field dialog box that opens, do the following, and then click OK:
1. Name the calculated field. In this example, the calculated field is named "ABS Profit for Sorting"
2. In the formula field, create a calculation similar to the following: ABS( SUM([Profit]))
Right-click [State] on the Marks card and select Sort...
In Sort dialog, do the following:
1. For Sort by, select Field
2. For Sort Order, select Descending
3. For Field Name, select ABS Profit for Sorting

Step 2: Replace the legend with the worksheet

Navigate to the dashboard
Remove the Profit color legend
Add the "Fake Color Legend" worksheet to the dashboard. By default Tableau will add the new view as a target sheet for existing action filter.