Tableau Tutorial - Dynamic Charts - Dynamic Sheet Swapping in Tableau

[@sqlbelle]

The first 1,000 people to use this link will get a 1 month free trial of Skillshare: skl.sh/sqlbelle11211

[@andreinita1367]

I already watched like 3 or 4 tutorials before on this parameter thing in Tableau and none of the presenters looked like they knew what they were doing. Nice work!

[@mauricecolon4359]

The queen of Tableau Tips over delivers ... we just was mentioning how good your channel is in this Tableau group im in on LinkedIn ! any time people have a question on tips and tricks , I direct them to your channel !

[@sqlbelle]

Hello Maurice - thank you so much for the comment and the support. It's immensely appreciated - thank you :)

[@richardpamintuan2808]

As a novice in Tableau, I've watched tons of tutorials. You win the Oscar on creating tutorial! Keep up the good work!

[@gilangsatriya3027]

Best tableau tutorials channel so far, it really helps me as an entry-level data analyst!

[@LovelyJordy]

You are so detailed and clear in your explanation! You helped me figure out a problem from a different tutorial I couldn't wrap my thoughts around. It's because the person didn't explain as thoroughly as you. Amazing as always! Thank you Belle!

[@JohnWRodat]

This "lesson" is a great example of what an excellent teacher @sqlbelle is. First, she offers three different methods for "sheet swapping." Second, and even more importantly, she goes well beyond the mechanics. She explains the "why" as well as the "how." Moreover, she uses several seemingly small techniques to precisely guide the viewer/student. For example, she uses a virtual marker to point arrows or draw circles around the point or area she's referring to. It's much more clear and sticky than cursor waving. As I was trying to learn sheet swapping, I looked at several other videos. Hers was the best by far. I've watched it twice and may return. KUDOS and thanks!

[@alpermemioglu7699]

By far the best tutorial I've seen on sheet swapping!

[@neerajsehtya7700]

Thank you for that comprehensive video with such a clear explanation.

[@sqlbelle]

Thank you Neeraj!

[@azkalarissa]

love the way you explain each steps so clearly, thank you so much for the tutorial!

[@sqlbelle]

Thank you!

[@maxcaulfield3244]

You are my savior! Thank you so much for all of your amazing content!

[@jt9228]

Just found your channel and subscribed. Great video! Exactly what I’m looking for.

[@sqlbelle]

Thank you JT

[@PatrickBateman12420]

You're a Tableau rockstar!

[@sqlbelle]

Thank you Franco!

[@conejulio1137]

This helped me so much with my work, thank you!!!

[@nallelybalderasacatitla9102]

Thanks for sharing your knowledge. You are a great teacher

[@sqlbelle]

Thank you Nallely!

[@nikhiljha6405]

Great stuff. Thank you. Please keep posting.

[@sqlbelle]

Thank you Nikhil!

[@cxtlt]

I like your videos! Very clear and straightforward. Thank you for sharing your experience!

[@sqlbelle]

Thank you Ting, I appreciate your comment!

[@ragragrec1]

Tahnkyou for navigation, I never understood how to do that! Love your videos

[@madhumannam3975]

thanks a lot for your valuable information. your way of explanation is too good .I will use these techniques in my dashboards .once again thanks a lot

[@sqlbelle]

Thank you Madhu!

[@sarahcorvidae3573]

this was very good, Belle!

[@shailejagundu2017]

Thank you so much, I mean literally your explanation and the solution saved me. Thank you so much.

[@prashant7895]

very humble voice to explain

[@aissamboudra7995]

Many Thanks !!! Very useful for my professional project and my work

[@jakubg1267]

This is very useful trick in terms of space optimization. Well explained! Thank you :)

[@sqlbelle]

Thank you Jakub!

[@melrosare6268]

Thanks sqbelle...been watching a few of your videos...all very understandable. I use something similar to 2nd method for "instruction overlays" (i.e. top toggle is semi-transparent which shows the users how to use dashboard - helps when user may only use dashboard once a week/mo and may forget how to use and you can't be there when they use it). Keep up the great tutorials!

[@sqlbelle]

Thank you Mel! Very much appreciate your kind comment, and for sharing the use case. I am very thankful with both Show/Hide buttons and navigation buttons - they've simplified a lot of things that used to be more complicated in Tableau :)

[@AdrianaPerez-ev5cj]

Great explanation. Thank you.

[@sqlbelle]

Thank you Adriana!

[@aliheidari220]

Thank you so much. I learned a lot. Very well described

[@peterparker4358]

Really nice explanation simple and clear appreciate the new teachquie I learned..

[@guillaumelelay9884]

Thanks for the tutorial. It helped me a lot. It's very clear !

[@rober4824]

Great explanation. Thanks!

[@peterparker4358]

Nice vidoe ... I learned new method today... Nice vidoe again 👏👏👏👏

[@sqlbelle]

Always appreciate your support Peter! Thank you very much. I hope all is well with you and your loved ones :)

[@Analytics121]

Simple and Nice 😄😄😄😄

[@sqlbelle]

Thank you :)

[@Guna_cocktail]

Thanks for sharing this nice tip. as always great presentation a from you. Looking forward for next one!

[@sqlbelle]

Thank you Guna!

[@mostafa4321]

Great tips Thank you again for making it so simple

[@sqlbelle]

Thank you Mostafa!

[@nelsonmento9438]

Your the best, really its very helpful

[@sqlbelle]

Thank you Nelson!

[@shashankworldpeace]

Great explanation, waiting for your next tutorial :)

[@sqlbelle]

Thank you :)

[@rajeshtukdeo]

Thanks for this great video !!!

[@sqlbelle]

Thank you Rajesh!

[@sujana4267]

Very well explained :)

[@sqlbelle]

Thank you Sujana!

[@rajmahal8429]

Thank you very much!! You are the best.

[@sqlbelle]

Thank you Raj!

[@dhanrajkhanapure4568]

Thank you for the video now i have understand that how someone created that buttons on dashboard you have taught in very simple language thank you for making the video

[@sqlbelle]

Thank you Dhanraj! I am glad you found the video helpful!

[@grv311]

Wow nice explanation

[@sqlbelle]

Thank you Gaurav!

[@AliciaMarkoe]

Thank you 🦋🦋🦋

[@sqlbelle]

Thank you Alicia!

[@siddiquisherry7483]

Thanks alot.

[@sqlbelle]

Thank you Siddiqui!

[@PrashantBiradar-f9s]

great ....tq so much

[@punamsalunkhe8273]

Very nice explanation

[@sqlbelle]

Thank you Punam

[@aben6717]

great !

[@sqlbelle]

Thank you Abdelhaq!

[@justinguo8944]

Amazing video as always! A question though, which of these 3 methods is better in terms of performance? Thank you in advance Donabel!

[@nftgamesfdr5746]

This is a good alternative for Power BI's focus mode.

[@sqlbelle]

Thank you!

[@mrsteele1781]

Great explanation! Question...do you know if any of these have performance differences over the other?

[@sqlbelle]

Thank you Stanley. I think there would be some. Using parameters will require more logic, but can be more flexible are you're not limited to just 2 selections. Hiding containers and other objects could affect performance, because you are potentially processing more even if you're showing just a few of them.

[@mrsteele1781]

@@sqlbelle Ummm....my name isn't Stanley? But thanks anyway.

[@sqlbelle]

@@mrsteele1781 I am so sorry! I must have been replying late at night (and without glasses), and mis-read your name. Sorry about that Mr Steele.

[@nishantpushkar4415]

Great detailed Content. Have you worked on Live dashboards or made a video of it? If yes please share. Thanks.

[@sqlbelle]

Thank you Nishant!

[@michafabich9213]

Amazing!!!!!!!!!!!!1

[@sqlbelle]

Thank you Michal!

[@sweetiemcgee]

Thanks to this video, I was able to swap sheets using the parameter drop down. The problem I found is that the content of the sheets being swapped is static and my sheets also have filters. Is it possible to be able to swap the sheets based on changes to a filter value? (that way you no longer need to use the parameter dropdown and not confuse users with 2 dropdown options)

[@ChinnaDornadula]

❤❤❤❤❤

[@magnumbi8396]

Great video,very useful and as always perfect explanation. Just a question, is it possible to use these techniques to show / hide parameters or filters section?

[@PatrickBateman12420]

Sure, just show/hide the corresponding parameter or filter.

[@sqlbelle]

Thank you Franco!

[@rafi786786u]

Hi ,Thanks for sharing valuable tips, just wanted to impress on regarding method-2 by using show/hide (how if we have more than 2,3 sheets to swap sheets like method-1 )

[@sqlbelle]

Thank you Shaik!

[@gayatrirao1598]

Hiii.. without using parameter based on value of filter can we swap sheets??

[@sqlbelle]

Thanks Gayatri. Technically it can be done with Show/Hide buttons, but it can only accommodate 2.

[@prakashgadupoodi7549]

Hi sqlbelle, Thanks for the video. I need one help where, I have a sheet with Bar and some filters and I also have sheet with Line chart, I want the same filters to be applied from bar to line when chart selection is being done using parameter filter. Could you please make a video. Thanks!

[@sushmakudipudi2684]

I tried method 1, somehow the charts are not aligning themselves in the container. I used crosstabs for 3 charts and they are not adjusting

[@PatrickBateman12420]

Indeed, that's a common problem when using sheet swapping on viz vs. cross tabs. You can partly fix it by playing with inner padding.

[@sushmakudipudi2684]

@@PatrickBateman12420 any idea of how we can implement rank functionality with partition on the column which is not in view. I added the column which I intend to use for partition to detail marks card. But still I don't find way to include it as a partition.

[@PatrickBateman12420]

@@sushmakudipudi2684 I believe I understand your problem: we can SORT on fields that are not in the view. However, we can only RANK on fields that are in the view.

[@danicayong4731]

hi thanks for the video i wanted to ask, is there a way to run a sql query within a column in tableau? thanks :)

[@lakendracollier5099]

Does this only work when data is from the same source for all charts?

[@craigstoner3014]

Thank you for the video, it really helped me learning how to use parameters and filters to good effect. The only issue I'm having is that my charts don't fill the entire view. They are set to entire view, the titles are hidden, they are all in the same container and I don't have the push pin showing. If anyone has a solution, you are a genius and I appreciate you!

[@sriharshk4987]

You may create two blank calculated fields, and add one to rows shelf and other to column shelf. Do the formatting to hide labels and pane dividers and you should be good to go. This happens to all charts that do not have pills in row and column shelves such as bubble cluster chart, pie, etc

[@Ayush-mo3lc]

@@sriharshk4987 Thankyouuuuuuuuuu

[@cindymit2438]

When I add the calculation to the filter for the charts I want, why do my charts disappear on their own worksheet except for the first worksheet I added the calculation to? They'll show in the dashboard as normal but not in their own respective sheets.

[@nirmitee4877]

Hi. swapping charts is working fine on graphs and maps. But I'm trying it on treemaps, and it is not working when I put all the treemaps on the dashboard. I also checked the "fix height" pin. I haven't fixed the height still it is happening that way. Can you guide me on how I can fix this?

[@kelvd4real]

Thank you for this detailed instruction. However, I ran into some issues while using the 1st Method. I noticed my visualizations (Graphs, pie chart, etc) with filters disappear as soon as I add and configure the "Chosen Chart" to the Filter. For example, I have a sheet for the Top 10 Sales Person that is created by using the filter to filter by Top 10. The Pie Chart disappears as soon as I add and configure the "Chosen Chart" filter.

[@mohammadshiblee9064]

ma'am, If every individual sheet is contained a set of filter options, then how it will be managed... if we are moving one sheet to another?

[@rakeshbhatia1611]

Hello in method 1 - When I put the filter for a particular sheet and add the custom list , the charts just disappear and dont come back even when I ,set the parameter values to a particular value say bar / map / Line . I have tired many times just copying the method shown by you but just does not work . Can u please help

[@rupam8107]

How can we show/hide for multiple sheets?

[@DanielWeikert]

Can you give some idea on performance improvements regarding calculations (beside LOD is bad) ex: Case vs IF statement Parameter integer values with string label vs string parameter with equivalent string value. ... Is it worth tweaking? Thanks

[@Voicist]

Please could someone reply to this: for the first method, I try to make the chosen chart fill the whole container, but instead it just sits at the top of the container, while the invisible chart takes up the space at the bottom of the container - how can I fix this?

[@sqlbelle]

Hello - there are a couple possibilities that come to mind. First, check the "pin" icon, it's likely it's set to fixed width or height. Second, depending on the type of chart, there may not be enough details to take up the full space. You may want to check if that chart is set to show entire view. Hope this helps.

[@silverreta]

@@sqlbelle hi, I'm experiencing the same issue. I've confirmed i don't have any of the pin icons checked, and each of my charts are set to entire view. Any other settings or details that may help me troubleshoot?

[@sriharshk4987]

@@silverreta You may create two blank calculated fields. Add one of those to rows shelf and other to column shelf. Do the formatting to hide labels and pane dividers and you should be good to go. This workaround can be used for all those charts that do not have pills in row and column shelves such as bubble cluster chart, pie, etc

[@faisalshaikh5856]

Hi sqlbelle, I am using sheet swapping, like example mtd ytd qtd + i have to show the % difference with the previous mtd ytd and qtd by using 2 parameters one for dates and another for sorting, the percentage difference of current and previous. But my requirement is i have to make all these on a one sheet not by using 3 sheets.. Any idea how to do this. Thanks in advance

[@nishatalamchoudhary3653]

superlike

[@lavaforce-overwatchmoments9848]

Just a friendly comment : ) This function does not work anymore, another method has to be implemented to swap between charts

[@inderr7bajaj]

New feature in Tableau 2022 or higher 'hide visual based on a value' is much more efficient I guess...

[@sqlbelle]

Yes - I have an updated tutorial on Dynamic Zone Visibility kzbin.info/www/bejne/aJXOpGiLdtZmhas

[@fabriziodilorenzo3336]

The second method is a dangerous workaround, that I wouldn't suggest. If you work in a responsive mode of with a particular screen side, you will not forsee what it happens.

[@vizzup-datavisualization5209]

How can I collapse the associated legend as well?

[@officesuperhero4651]

great video. Thank you!