The description is kind of vague, but I could see making some sort of MENU ACTION for those sheets. They work like hyperlinks in that you click the action (which shows in the tooltip) and the action executes.
I apologize for the vagueness, this is my first post on here. I was able to create the MENU ACTION that works for the individual sheets. But when viewing the tool tip while in the dashboard, the action doesn't seem to work. It only works when accessed from the individual worksheet.
Essentially what I'd like to do is have:
When viewing from the dashboard there are 5 individual sheets aligned in a row across the dashboard like previously mentioned
Area 1 | Area 2 | Area 3 | etc.
When I hover my mouse over the sheets (Area 1 or Area 2, etc.) the tool tip will appear with different events. I'd like to be able to click these events (like a hyperlink or filter) and then have another sheet at the bottom of the dashboard appear (like sheet swapping) containing the detailed information for that event.
Action should do that. From a dashboard.
Post a sample workbook.
Okay I created a crude sample workbook but can't figure out how to send it to you. I have it saved/exported to my desktop, how do I post it on here for you to access?
I was able to post the sample workbook in my Content section on here, but still can't seem to figure out how to send the download link via message. I'm sorry for the hassle. I've gotten most aspects of it to work now, but I would like to hide the Event Sheets until they are clicked on in the tool tip. Do you know how to go about this?
When you are writing a reply, in the edit box in the upper right corner is "Advanced Editor and add an attachment". Click that. It sends you to the advanced editor. (Actually if you edit an existing reply, it goes straight to the advanced editor.) When you are in the advanced editor, in the lower right of the editor is "Attach". That's where you attach something.
Let me know what version of Tableau you are using so that I work in the same version with you. That way I'll return to you a workbook of the same version.
Looking at this.
Help me understand what you expect to see.
Right now everything is displayed. I am guessing that you want the two sheets at the bottom hidden until the user selects one or the other menu actions.
Right now the way the action is set up, you are passing "Area 1" from Sheet A1 to field [Area 1 Event 1] in sheet A1E1, and of course those values do not match, so the data viz of A1E1 sheet goes blank. Click back in A1, and that says "show all values" so A1E1 re-displays as it did initially.
We can make this work. I just need to know what your expectations are.
Also, do you require the titles of A1E1 and A1E2 to display. If so, they will always display, even when the data viz is blank. We can get around that too. I just need to know the requirements here.
So essentially what I would like to be able to do is on the dashboard the only things visible would be Area 1, Area 2, Area 3, and Area 4. then, the user should be able to click Event 1 from the tool tip in Area 1 and have A1E1 appear on the dashboard with the details of event 1. Then the user should be able to clear it and the detailed A1E1 should disappear (hide again).
The titles don't have to appear for this.
I hope that helps clear it up a little bit.
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In Dashboard 1 I made some changes. First of all, I created a pop-out sheet. When it is active, it is displayed and expanded to full size. When it the filter is invoked, it passes a value to the pop-out sheet that causes the sheet to go blank. (similar to what was happening initially with your original filter.) The trick to making a sheet disappear entirely is to have something in rows and/or columns. What is on this sheet is totally bogus. It just exists to be displayed or to disappear. So I took this sheet and dragged it into a vertical container. Below that in the vertical container I dragged A1E1. Now when the user selects "Event 1", the value "Area 1" gets passed to [Area 1 Event 1] (which has the value "Area 1 Event 1" which creates a filtering conflict, and the viz for that sheet goes blank). When the Pop out sheet goes blank, it collapses to nothing, which makes A1E1 move up in that container.
This is a technique called "Popping". You can have anything you want in the lower portion of that container. (I actually have some dashboards that pop out complex containers with sheets, text and even other containers in them.) Usually I pop things out by making the pop-out sheet have some data, which makes it expand, and therefore it pushes into view what I want the user to see. in this case though I'm doing the opposite. When the actual sheet to be displayed should be hidden, the pop-out sheet is expanded, which pushed the actual viz into hiding, and when it's time to see the viz, the popout sheet collapses, which releases the viz into view.
So now you have your movement. Go to Dashboard 2. It's a duplicate of Dashboard 1. Select Event 1 again. Clear it. Your A1E1 sheet hides and comes out. I am hiding it behind a blank container that is formatted with a background color of white. (without a shading selected, it is clear, and you can still see A1E1 moving around.)
Oh. One other trick. I formatted the pop-out sheet to have white color so that you don't see the data. I also formatted it so there are no horizontal or vertical borders. It's essentially invisible when displayed.
Okay this is all extremely helpful. Thank you for this.
But, I can't seem to find your attached version of the workbook, shouldn't it be at the bottom of your message?
In the lower left corner of my reply is a white box with a paperclip icon. Inside the box is the name of the workbook I attached. Click it.
Figured out what was the problem, I was viewing your messages from my inbox only. I have it all now.
Again, thank you for the help today!