Last Modified Date: 09 Jul 2018
- Tableau Desktop
Create the Button
- Create a new Worksheet
- Create a Calculated Field containing only the following: INDEX(). This is used as a placeholder to have Tableau Generate a Mark, drag it onto the view pane.
- Click the Mark Type dropdown in the Marks Card, select Shapes.
- Click the Shape Area of the Marks Card, then click More Shapes.
- Choose the shape you would prefer for your button.
- Click the Label Area of the Marks Card, then deselect Show Mark Labels.
- Click the Size Area of the Marks Card to adjust size as needed.
Create the Action
- From your target Dashboard, place the button as desired.
- Click Dashboard>Actions>Add Action>Filter, then follow the settings below.
- Source Sheets: The sheet which contains the button should be selected.
- Run Action on: Select, Run on Single Select Only.
- Target Sheets: The Dashboard which should be used as a target should be selected.
- Clearing the Selection will: Leave the filter.
- Target Filters: Selected Fields, then do not enter any fields.
Now, on click, your button will return the user to the designated Dashboard or Worksheet.
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