The only way I know of to sync hierarchies across a dashboard is to create a parameter to select the dimensions:
1. Right-click in the Parameters pane and select Create Parameter.
2. In Data type choose String.
3. Under Allowable Values select List and add the desired dimension names.
4. Create a new calculated field with the following formula:
CASE [<parameter name>]
WHEN "Category" THEN [Category]
WHEN "Sub-Category" THEN [Sub-Category]
WHEN "Product Name" THEN [Product Name]
5. Drag the new calculated field to the Rows shelf.
6. Right-click on the parameter created above and select Show Parameter Control.
I hope this helps,
will try (I really like this feature...)
OK...after showing someone, it doesn't "exactly" function like the Hierarchy Drill In/Out option...(is that true?)
but it does interact with the other worksheets on dashboard.
back to the "drawing board"...
on a worksheet table, the hierarchies (+/-) show in the Pill
when I move to a Dashboard, the hierarchies (+/-) shows in the title area
on a worksheet chart (bar), the hierarchies (+/-) show in the Pill
when I move to a Dashboard, I don't see the hierarchies (+/-)...?
I do this by putting the same parameter Diego suggested, but I make three sheets (for each one you currently have) that are expanded out to the three different levels. (Assuming three levels in the hierarchy.)
Then I use sheet swapping to display the proper sheet based on the user's selection. And I float a blank object over the space where the user can expand/contract the hierarchies on the sheet so that they can't click there. They will control the level by the parameter, not by the tableau hierarchy functionality.
Sheet swapping is a common technique for conditionally displaying whole sheets based on some condition. You can find a link to a video for sheet swapping techniques here:
thank you...will review further...
this makes me wonder? I've only published Dashboards. can/would I publish the worksheet (online/server)?
(just a thought)
No, you'll still just publish the dashboards. You'll have multiple sheets that all display in the same space(s) that your current sheet(s) occupy.
one dashboard for each worksheet...?
Mark -- A workbook would really help at this point.
I am guessing that you have several sheets on one dashboard right now. And that you want the hierarchies to synchronize among those sheets.
But I'm only guessing.
If that's what you have, you can use sheet swapping for the multiple sheets that I suggested you make, and have them all swap in the same location occupied by the sheet each set of multiple sheets will replace.
You will still have one dashboard, but three times as many sheets on it. However, only one sheet at a time will display in each space, depending on the parameter value the user selected. So as far as the user is concerned, the same sheet appears to change as he chooses, but you as the developer will be swapping the proper sheet into view in that location. All the sheets will change in unison.
Post a simplified workbook with a mock up of the dashboard you have. I can show you how to do sheet swapping.
Make sure you specify your tableau version so that changes I make will be done in your version.
First, make sure it is a packaged workbook. (whatever.twbX, not whatever.twb.)
When you are writing a response, in the upper right corner of the edit box you will see "Advanced editor and add an attachment." Click that. It will put you in the advanced editor.
In the lower right of the advanced editor you will see "Attach". Click that. It will let you browse for the file you want to attach.
Again, be sure to let me know your Tableau version when you upload.