4 Replies Latest reply on Apr 25, 2017 7:46 AM by Matthew Kingsbury

    Hyperlink to Dashboard in Packaged Workbook (.twbx) file (Not Server)

    Matthew Kingsbury

      I've seen several discussions about how you can create a Hyperlink from one Dashboard to another, but only in Tableau Server. I have a Workbook that contains several Dashboards. I want to have a 'Landing' Dashboard that has a few hyperlinks that will take whoever goes there to one of those Dashboards. But we don't have Tableau Server. It needs to be in a format that Tableau Reader can open up and the user of that can click on these links and have it successfully navigate to where these hyperlinks indicate. Is what I'm seeking to do possible?

        • 1. Re: Hyperlink to Dashboard in Packaged Workbook (.twbx) file (Not Server)
          Sankarmagesh Rajan

          Hi Matthew,

           

          It is possible is reader. We can go from index to dashboards.

           

          Thanks

          sankar

          • 2. Re: Hyperlink to Dashboard in Packaged Workbook (.twbx) file (Not Server)
            Matthew Kingsbury

            Could you elaborate? When I search for 'Tableau Index' all I see is the index() function for calculated fields?

            • 3. Re: Hyperlink to Dashboard in Packaged Workbook (.twbx) file (Not Server)
              Matthew Kingsbury

              Oh I see a workbook you've posted here:

               

               

               

              creating a table of contents with links to multiple dashboards and worksheets

               

              That seems to be what I'm after. Thanks for the tip, I'll see if I can get it to work for me.

              • 4. Re: Hyperlink to Dashboard in Packaged Workbook (.twbx) file (Not Server)
                Matthew Kingsbury

                Using Sankar's tip, I found this, which is a bit tricky to follow if you're new, but did give me the result I was looking for!

                 

                Table of Contents Creation to Navigate to Other Dashboards | Tableau Software

                 

                Step 1: Create the worksheet

                1. Open a new workbook and select Analysis > Create Calculated Field.
                2. In the Calculated Field dialog box, complete the following steps.
                  1. For Name, type something simple, for example, Table of Contents.
                  2. In the Formula box, type the message that you want your users to see to prompt them to take an action and click OK. For example, “Click here to view the next dashboard.”
                3. From the Dimensions pane, drag your new Table of Contents field to the Rows shelf.
                4. On the Marks card, in the list of view types, select Shape > click Shape > More Shapes.
                5. In the Edit Shape dialog box, complete the following steps.
                  1. Under Select Shape Palette, select Arrows.
                  2. In the Arrows palette, select one of the right-pointing arrows.
                  3. Click Apply to see how it looks in your view. Then click OK if you approve, or try different arrows until you find the one you like best.
                6. On the Marks card, move the Size slider to adjust the arrow size as needed.
                7. Right-click the worksheet tab, select Rename Sheet, and rename it Table of Contents.

                Step 2: Create the dashboard action

                1. Start a new dashboard, and drag the Table of Contents sheet to the view.
                2. Select Dashboard > Actions.
                3. In the Actions dialog box, click Add Action button, and select Filter.
                4. In the Add Filter Action dialog box, complete the following steps:
                  1. For Name, type the name that you want to appear as a command on a shortcut menu that appears when a user right-clicks the right-pointing arrow shape you chose earlier. For example, ToC.
                  2. In the Source Sheets section, make sure the sheet "Table of Contents" is selected.
                  3. Under Run action on, select the action that you want to run from the Table of Contents.
                  4. Under Target Sheets, select the destination dashboard.
                  5. Under Target Filters select Selected Fields with no fields selected. This keeps the Table of Contents control from passing any filters when you navigate to the new dashboard.
                  6. Click OK.
                5. Formatting can improve the user experience of your dashboard. For this example, complete the following steps to hide the title and headers.
                6. Right-click the larger Table of Contents title, and select Hide Title.
                7. Right-click the remaining Table of Contents, which is the name of the field, and select Hide Field Labels for Rows.
                  • This cleans up the view and makes only the relevant information visible. This can be helpful when a lot of information is available on your dashboard.

                NOTE: On STEP 2, 4., 5. (Under Target Filters select Selected Fields with no fields selected.) I found that I did have to select a field. I'm not sure if I misunderstood what it meant, but I got stuck there and couldn't figure it out until I checked something in that box.