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How To Create Buttons To Swap Sheets


Published: 29 Sep 2020
Last Modified Date: 14 Oct 2020

Question

How to create buttons to swap sheets. Example: Buttons for swapping sheets between profit and sales

Environment

  • Tableau Desktop

Answer

1) Create calculated fields with Strings for buttons. Example: 
    Sales Button : "Sales" and Profit Button: "Profit"
2) Create two placeholder calculated fields as discrete and dimension as following:
    zero: 0 and One: 1
3) On an new sheet, Sales Button drag Sales Button, zero and one to Details on Marks Card
4) On an new sheet, Profit Button drag Profit Button, zero and one to Details on Marks Card
5) Makes Sales and Profit sheet as desired
6) Add the Sales Button and Profit Button to dashboard
7) Add a Horizontal/Vertical Layout container. Add Sales and Profit sheet to this Layout container until a dark blue thick line appears
8) Hide the Titles of Sales and Profit sheet
9) Configure four actions as below:
User-added image

User-added image
User-added image
User-added image

Clicking on the button will get the respective sheet in the bottom view

 
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