8 Replies Latest reply on Aug 30, 2018 8:37 AM by Eoghan Mccarthy

    Sheet popping behavior has changed in 10.5 (actually starting with 10.4)

    Joe Oppelt

      In the attached workbook, Dashboard1 uses a method of popping one sheet over another.  (Yes, this could have been done with sheet swapping, but the point here is to demonstrate a different way of displaying what 10.5 is messing up.)  This simulates the behavior I've been using all over the place since I started using Tableau in V 8.0.  In desktop we cannot drill to the lower object even if the upper object has collapsed away.  But when published the user was able to click on the lower sheet when  the upper sheet was gone.  It was a beautiful undocumented feature.

       

       

      From another thread (https://community.tableau.com/thread/266084) I have been discussing this issue with Brian in email, and he found out that Development has made the server behavior match the Desktop behavior starting in 10.4.  This is a sad day for me.  It was always an undocumented feature, and a long-standing principle of programming and software use is that undocumented features are at risk of being considered a bug by the software vendor, and that day has arrived for Tableau. 

       

       

      I have a workaround.

       

      Dashboard 1(2) places all the sheets in one strip of a long container.  My popout sheet pushes everything to the right when the parameter is set to "Y", and collapses to the left when the parameter is "N".  The Sales Forecast sheet is at the end of the line of objects in the container.  That's what we see when the parameter is "N".  The "What If" sheet gets pushed into the middle of the dashboard when the parameter is "Y", and Sales Forecast gets pushed to the right.  I floated a container over the space where Sales Forecast lands when it is pushed to the right.  This masks that sheet from view for the user, and "What If" remains displayed.  (I colored the container white so to the user it just looks like empty space.)  We can place other objects on top of this masking container.

       

       

      I look at this technique as having a "stage" where different scenes of a play occur.  Stuff to the right and to the left of the stage are hidden behind curtains of one sort or another.  In this example, one curtain is the left border of the dashboard, and the right curtain is the white container.

       

       

      I know already that I have some pretty complicated uses of the old behavior.  Each can employ the principles of what I did in the attached sample, but some of the fixes won't be easy for me.  Still, we can address it, and I won't let this new behavior beat me.

        • 1. Re: Sheet popping behavior has changed in 10.5 (actually starting with 10.4)
          Jim Dehner

          Good morning Joe

          Thanks for sharing this -

          Seems like the need for this comes up often

           

          Jim

          • 2. Re: Sheet popping behavior has changed in 10.5 (actually starting with 10.4)
            Mark Fagan

            Hi Joe,

             

            Prepping for the eventual transition to 10.5.  Currently on 9.3 and have implemented your earlier version to pop 6 worksheets based on a combination of Parameters and quick filters.  Would you mind elaborating or recommend more examples on how to apply this new method for 6 worksheets in one container?

             

            Thank you for your advice!

             

            Mark

            • 3. Re: Sheet popping behavior has changed in 10.5 (actually starting with 10.4)
              Joe Oppelt

              Mark -- Sorry, that example is 10.5 so it doesn't help you.

               

              Description:  Right now you are popping things out.  I presume you are popping them all into exactly the same location on the dashboard.  Instead, string all the objects you want to pop out into one long container.  Kind of like a roll of film.  Next add pop-out sheets to push that roll of film so that the correct frame is in the display space.  I don't know how many objects you are currently overlaying, but lets say there are 3.  You'll have 3 pop-out sheet of different lengths so that the first sheet pops the first frame into view, and the second sheet pops the second frame into view, etc.  Essentially the pop-out sheet for the second frame will be twice as big as the first pop-out sheet, and the third pop-out sheet will be 3x the size of the first.  (Sometimes you'll only need 2 of these popouts if the first frame will be set as the default dashboard view.)

               

              To "mask" the pop-out sheets and to mask the objects that get pushed beyond the display area by the larger pop-out sheets, use opaque objects (other sheets, colored text boxes or containers, etc.) to hide what you don't want the user seeing.

               

              I don't have 9.3 installed here, so even if you had an example for me to modify for you, I couldn't save it in a version you can use.  Do you have any other versions available to you?  Right now I can work in 9.2, 10,1, and 10.2 and higher.

              • 4. Re: Sheet popping behavior has changed in 10.5 (actually starting with 10.4)
                Eoghan Mccarthy

                Joe,

                I have a set of dashboards which operate using your original sheet popping and swapping methodology and am now trying to update the same dashboards using your latest workarounds. Firstly, thanks for sharing them, they have been so very useful to me over the years.

                In trying to update my current dashboards, I am applying the methodology set out in your sample workbook. I am trying to swap out blocks of filters, six in total. I am having problems with Tableau automatically resizing my sheets and containers to fill the entire overall container. I need void space in the container to push my filter blocks behind the curtain, as you put it. I see in your example your sheets are fixed in size, with the exception of your filter sheet which cannot be fixed – as it expands and contracts. This approach isn’t working for me. My filter sheets are simply resizing to fill the entire container, instead of pushing content out of view.

                Would it be possible for you to elaborate on how you manage the fixing and sizing of your content?

                I have attached my working example with all of the filter blocks uncovered. This will allow you to see what is happening. My objective is to have only one block of filters visible when you apply the parameter (“Select Data”) and select the sheet.

                Any assistance would be greatly appreciated.


                Thanks,

                Eoghan 

                • 5. Re: Sheet popping behavior has changed in 10.5 (actually starting with 10.4)
                  Mark Fagan

                  Thank you for your response and I'm sorry I wasn't clear Joe.  I meant to say to elaborate on this new method for 6 worksheets in one container in 10.4.   I just save my dashboards in 10.4 and it appears to pop/swap as they did in 9.3 so at this time it appears to be functioning!

                  • 6. Re: Sheet popping behavior has changed in 10.5 (actually starting with 10.4)
                    Joe Oppelt

                    Those sheets are expanding because they're set to "Entire View"

                     

                     

                    That says to take the sheet and blow it up (or shrink it down!) to fit available space.  Change that to "Standard".  The pop-out sheet will behave for you.

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                    • 7. Re: Sheet popping behavior has changed in 10.5 (actually starting with 10.4)
                      Joe Oppelt

                      Mark Fagan wrote:

                       

                      Thank you for your response and I'm sorry I wasn't clear Joe. I meant to say to elaborate on this new method for 6 worksheets in one container in 10.4. I just save my dashboards in 10.4 and it appears to pop/swap as they did in 9.3 so at this time it appears to be functioning!

                      The popping behavior hasn't changed.  You can pop out 100 things all displayed in the same place and floated on top of each other.


                      Before 10.4 though, if you needed the user to have cursor access to the underlying layers, a published workbook WOULD allow it.  The empty portion of the containers floating above the lower-level one that was displayed would allow the user to click on that sheet or filter without problem.  Starting in 10.4, the containers floating above the displayed object block that displayed object.  That's why I use the method of building a "film strip" all within one container -- so that nothing is floating above the displayed object.

                      • 8. Re: Sheet popping behavior has changed in 10.5 (actually starting with 10.4)
                        Eoghan Mccarthy

                        A simple solution staring me right in the face!

                        Many thanks Joe. The new approach works beautifully now.