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Creating Dynamic Titles Based on Filters


Published: 18 Apr 2013
Last Modified Date: 21 Feb 2020

Question

How to create dynamic titles that change based on filter selections.

Environment

Tableau Desktop

Answer

CLICK TO EXPAND STEPS
Option 1 - All, None, Selection
  1. In Tableau Desktop, create a new worksheet named "Title."
  2. Drag the field you want to change dynamically to Detail. In the example workbook, Product Category is used.
  3. Change the mark type to Polygon.
  4. Select Worksheet > Show Title.
  5. Right-click the Title shelf and select Edit Title.
  6. In the Edit Title dialog box, delete <Sheet Name>, select Insert > Product Category, and then click OK.
  7. Drag Product Category to Filters and click OK.
  8. Right-click Product Category on Filters and select Show Filter.
  9. Create a dashboard and add the Title sheet to the dashboard.
  10. Resize the worksheet on the dashboard as needed to display the title.
Please note that you can also format the title text by double-clicking the Title sheet on the dashboard. Or, you can add a dimension (or other field) from which the title is derived to Columns, and hide everything else on the dashboard as this will prevent "All" from displaying when all values of dimension filter are enabled to include in view. 

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
  • No product category selected: 
Select A Product Category
None selected
  • One or more product categories are selected: 
Select A Product Category
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
  1. Add Segment on Filters and Text in Marks Card.
  2. Create a new Sheet and drag Sales on Columns and Segment on Rows
  3. In one of the above Sheet, drag Segments to Filter and set it to Apply to all worksheet using this data source.
  4. Add this new sheet to a new dashboard. 
  5. Right- click the sheet -> Edit Title -> Write the desired name (For example, Selected Segments)
  6. Select the sheet and change the layout to fit width
 
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.
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