Maybe this tutorial may help you to achieve what you require.
If it helps you, please mark it as helpful so other users can refer to it.
If you need another explanation, you can see a similar approach here: https://community.tableau.com/thread/293505
If so, is there a step where you're struggling or is there something on here that doesn't meet your needs?
Diego and Ken, thanks for the links. The link Ken posted is the one I was saying I've seen. I've also seen the first one that Diego posted.
The second link Diego had is good, but it doesn't quite do what I am looking to do. I can create a button and have it swap sheets in and out. No problem. Where I'm having a problem is clicking on a value within one sheet and having it load another sheet that overtakes the page. Tableau doesn't seem to want to do it this way.
Take the first link that Diego posted, for example. I want to click one of the bars on the bar chart and have the page swap from there, not from a button on the screen. I wanted the page to swap and show some values based on a filter for that bar. Does that make sense? I have tried incorporating the various filters, 0Zeros and such from those links, but I just can't seem to get it to function properly.
Perhaps I need to clarify what I'm trying to do a little more.
I want to click on the Furniture category and have a new screen overlay the current one (so there’s one sheet covering the entire dashboard) with all of the furniture sub-category information. I can click on the Furniture category and have it populate a fixed area at the bottom of the screen. I have also followed some tutorials I’ve found online to have pages swap in and out. What I can’t seem to get to work is to click on the category and have that swap out for a new page.
It seems to me that the pages that are being swapped in and out need to lie in the same container, with the controller (a button in everyone’s examples) doing the swapping. I’m wanting to swap in a new page from within the same container. Does that make sense?
Sorry for not being able to reply quickly as I'm at work. I'll try to create a solution for you later but on the meantime let me clarify the requirements.
First, you want to create a dashboard that displays the results on a category level and when you select over that category it brings a "new page" with the subcategories within that category? Then how would you go back to the category level?
Also, what do you think about using set actions instead? I think they are a very nice option for your example. Check one option here
No problem Diego, thanks for further looking into this for me. This is for my work, so I'll be on this until I figure it out.
To answer your first question, yes. For the second question, I have yet to figure that out. I assumed I could create some type of "back button" that functions similarly to those examples you and Ken showed. That or hide all other sheets except for the chart/first/home sheet.
I'm okay with using set actions, although I'm not familiar with them. I'm working with Tableau 9.3, so I'm a little behind in that regard. I'm not sure if set actions will function for me.
I checked out the link you sent. That looks to function, mostly, how I am wanting. She did say in her post that it only works for one level of drill down though. While that would probably work for me today, I think not too far down the road I'm going to be asked to drill down multiple levels. I'm going to try and implement that into what I'm currently working on and see what happens though. I would also want some type of close button.
In the end, I don't really care how I get this to work, as long as it works. It is how management is asking for it to function. And we all know that when it comes to management and customers, they don't really care that a program isn't intended to work a particular way, just get it to work. -__-
I have made some advancements on this.
I’ve attached a new packaged workbook. This is the actual dashboard I’m working on (not the Superstore test). If you click on the dashboard Dash, then on any of the categories along the left row, the action filter I have applied performs the action I’m wanting, just doesn’t break down how I want (it’s all self-contained).
If you click on the dashboard Dashboard, then click on one of the categories along the left side, you’ll see that it takes you to the Target Dash dashboard and displays a drilldown of information that I’m wanting to show (the individual devices that are Down, Not Ready or Waiting). I have a return button at the top that when clicked twice (I’m not sure how to get it to work on one click), it will take you back to Dashboard. This is the behavior I’m looking to have.
The problem now comes with Tableau Server. Tableau Server will not let me move from one dashboard to the next. How do I do this when navigating via Tableau Server without using tabs?
Edit: I've marked this as the correct answer as it gets me as close as I think I can get at this time. I'm currently using Action Filters to navigate from one dashboard to another, then using tabs to return back to the previous dashboard. Thanks Diego for helping me get to the right solution.
Device Statuses PW.twbx 1.3 MB
It looks like is tarting to take some shape. However, I haven't learned about using actions with sets yet so it would be great if someone else could help here.