4 Replies Latest reply on Jan 4, 2019 6:30 AM by Jim Wilder

    Add a user "Help Button" to dashboards for data definitions

    Jim Wilder

      We are expanding Tableau workbooks out to new users.  To help users understand data definitions and calculations, I wanted to use the new tool tip features to create a nice hover over question mark near our company logo.  I have the image, but struggling to create a worksheet with just text so I can use it as a tool tip that will pop up when the user hovers over the question mark icon.  Has anyone done this before?

        • 1. Re: Add a user "Help Button" to dashboards for data definitions
          Ken Flerlage

          Is it necessary to use viz-in-tooltip for this? Can you just write out the information in a regular tooltip?

          • 2. Re: Add a user "Help Button" to dashboards for data definitions
            Rodrigo Calloni

            Hello Jim

             

            The best approach is to use a sheet to create your help button/icon and write all your help text inside the tooltip. For that you don't even need any image:

             

            1- Create a calculated field and add "?" or "i" on it. Name it as Label

             

            2- Move the Label field to Text card in an empty sheet

             

            3- Change the Marks card to a Circle. You can then pick the color you want for the Circle. Also you can set the size of the Circle to be right at the center of the scale.

             

            4- Back on Text card, click on it and center the text. You should have something like this by now:

             

            Screen Shot 2019-01-03 at 10.27.23 PM.png

             

            5- Write your help text on the Tooltip. Make sure to de-select the "Include command buttons" check box before you finish editing.

             

            6- Now your button is ready. You can either float it next to your logo or add it as a tile object.

             

            Let me know if this works.

             

            Rodrigo

            1 of 1 people found this helpful
            • 3. Re: Add a user "Help Button" to dashboards for data definitions
              seraj alam

              Hi Jim,

               

              I have added how to read button on Dashboard, you can add infomration or definition as per your requirement on the sheet tooltip. on hover it will give you input information.

               

              Please mark this answer correct or helpful if it solve your problem.

              • 4. Re: Add a user "Help Button" to dashboards for data definitions
                Jim Wilder

                Thanks.  You put me on the right track.  Here are the steps I ended up with:

                 

                1. Create Info icon and copy to My Tableau Repository
                2. In your Tableau workbook, create a new worksheet tab called "Info Icon"
                3. Create a calculated field called Index and rather than a formula, just put the number 1.
                4. Drag new "Index" field over to columns section.
                5. On the marks card, select "shape" (you may to use the Show Me button to select first box).
                6. Click on Shape icon and select more shapes and then select Custom and select the "i" icon
                7. Click on Tooltip and type your text with data and calculations definitions for users (format as appropriate)
                8. Go to desired dashboard and drag "Info Icon" near the title of the dashboard
                9. In the object box options, un-check title and select floating.  Position as desired.