5 Replies Latest reply on Jun 8, 2017 7:34 AM by Jim Dehner

    Hide sheets by clicking on another

    Anshul Sharma

      Hi

      chart_Filters_White_color.PNG

      In the above dashboard I am filtering the bar charts by clicking on Delighted(Highlighted in Blue), Dissatisfied and Overall. Along with filtering the charts i also want to change the sheet(circled in red)  on every click i.e if i click on a Overall, sheet circled in red will be displayed if i click on dissatisfied a different sheet will be displayed in the same place, same for Delighted. I have attached the workbook.

       

      please suggest.

        • 1. Re: Hide sheets by clicking on another
          Sankarmagesh Rajan

          Hi Anshul,

           

          Drag the horizontal container and drag the targeted sheets

          Use the exclude all values option in action filter.

           

          Thanks

          sankar

          • 2. Re: Hide sheets by clicking on another
            Jim Dehner

            Good morning

             

            I took a look at your workbook and would suggest a change to the way your are trying to analyze the data - your approach using groupings based on the CSAT score is leaving you with with separate dimensions for each agent rating - that is difficult to work with - I would recommend a  calculated filed like this: for Case Rating

            ifnull(if [Overall CSAT] <= 6 then "Dissatisfied"

            elseif [Overall CSAT] = 7 then "Satisfied"

            elseif [Overall CSAT]>7 then "Delighted" end,"")

             

            The ifnull part just removes the nulls the remainder will create rating groups but will do it in a single dimension

             

            Then you can create a worksheet like this bu just dragging the agent scores to the VIZ

             

             

            This will convert to % of total using a table calculation

             

             

            Which converts to a horizontal bar chart like this

             

            And that you can load on to a dashboard that would work like this

             

            and using a highlight filter you would get this

             

            As for the Text you want to add you will need to create a Calculated field that related to the score for each measure - I would do it and drag it to the dashboard and use the names on the barchart to filter the text - Not difficult to do here - but I am out of time - if you need more help let me know

            Jim

            If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution.  Thank you.

            1 of 1 people found this helpful
            • 3. Re: Hide sheets by clicking on another
              Jim Dehner

              BTW - I can not attach a workbook - I am on a different version of Tableau

              Jim

              • 4. Re: Hide sheets by clicking on another
                Anshul Sharma

                Hi Jim,

                 

                good morning.

                Thanks a lot for looking into this, actually the main problem is still not resolved chart_Filters_White_color.PNG

                when I click on overall i want a different sheet inside the red circle(or Oval), when i click on dissatisfied i want a different one and when click on Delighted a different one . At one particular moment only one sheet  will be visible(corresponding to the button clicked)  rest of the two will be hidden.

                 

                please suggest

                • 5. Re: Hide sheets by clicking on another
                  Jim Dehner

                  You have create text as a single sheet that does not change with the item selected - to get the "Text to change" you will need to build the text around a measure

                   

                  Here is one way of doing it

                  Create a Calculated field like shown below

                   

                  CASE [enter agent measure]

                  when "Knowledge" then "type in specific knowledge text here"

                  When "Professional" then "Type in specific Knowledge Text Here"

                  end

                   

                  You will need a When clause and a statement for each measure -

                   

                  Create a Parameter as shown below

                   

                  Here the Value must match exactly the When clause value and you will need one for each measure

                   

                  You can display whatever you want

                   

                   

                   

                  Then create a worksheet by showing the parameter you just created and then drag the TEXT field you just created to the canvas

                  Set the type to Text on the marks card and you will have to size the print field to hold the text

                   

                  Then go to your dashboard and drag the new worksheet to the board and position the Parameter in the same tray you positioned the highlight filter for the bar chart

                   

                  and you should end up with something like this

                   

                   

                  The text will change when the parameter control is changed to a different agent score

                   

                  Jim

                  If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution.  Thank you.

                  1 of 1 people found this helpful