Last Modified Date: 17 Oct 2022
Environment
Tableau DesktopAnswer
CLICK TO EXPAND STEPS
Option 1 - All, None, Selection
- In Tableau Desktop, create a new worksheet named "Title."
- Drag the field you want to change dynamically to Detail. In the example workbook, Product Category is used.
- Change the mark type to Polygon.
- Select Worksheet > Show Title.
- Right-click the Title shelf and select Edit Title.
- In the Edit Title dialog box, delete <Sheet Name>, select Insert > Product Category, and then click OK.
- Drag Product Category to Filters and click OK.
- Right-click Product Category on Filters and select Show Filter.
- Create a dashboard and add the Title sheet to the dashboard.
- Resize the worksheet on the dashboard as needed to display the title.
Adding text in the title can also help with the type of selection. For example, using "Select A Product Category <Product Category> selected" as text would display titles similar as the following examples:
- All product categories are selected:
Select A Product Category
All selected
All selected
- No product category selected:
Select A Product Category
None selected
None selected
- One or more product categories are selected:
Select A Product Category
Furniture & Technology selected
Furniture & Technology selected
To view the above steps in action, see the video below.
Note: the video has no sound. To view the video in higher quality, click the YouTube icon below to watch it on YouTube directly.
CLICK TO EXPAND STEPS
Option 2 - Full selection details
- Add Segment on Filters and Text in Marks Card.
- Create a new Sheet and drag Sales on Columns and Segment on Rows.
- In one of the above Sheet, drag Segments to Filter and set it to Apply to all worksheet using this data source.
- Add this new sheet to a new dashboard.
- Right- click the sheet -> Edit Title -> Write the desired name (For example, Selected Segments)
- Select the sheet and change the layout to fit width
Note: the video has no sound. To view the video in higher quality, click the YouTube icon below to watch it on YouTube directly.
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