In a previous blog here, I discussed how to perform Sheet Swapping with the help of a Parameter, a Filter and a Container. There are a couple of other methods for Sheet Swapping such as using Collapsible Containers and Navigation Buttons. I found a great tutorial on sheet swapping methods in YouTube by SqlBelle here. I modified some of the steps in my blog below for these two mentioned methods.
Using Collapsible Containers with Buttons
In this example I have a Dot Chart and a Control Chart that I will add to the dashboard. There is also a special shout out to Craig Heard for the Control Chart view. He is creating some amazing things in Tableau. I am hoping he will be a guest blogger for this site in the next year!
I start by adding a Title using a Text object to my dashboard.
Next I will add a Container to the Dashboard. Containers are outlined in Blue when they are added to the Dashboard.
I then drag my Dot Chart to the Container. I remove any legends etc.
Then I click on the Control Chart worksheet and select Floating at the bottom of the Dashboard Pane. I then drag the Control Chart onto the dashboard.
As you see below it overlaps the Dot Chart. I expand it to cover the Dot Chart. I also remove the legends.
You will need to click on the Layout menu and select White as your background. This will hide the Dot Chart.
Then on this floating worksheet, I click on the down arrow on the right-hand side and select Add Show/Hide Button.
By default Tableau displays a gray X button next to your container.
Click on the down arrow next to this X and select Edit Button...
By default Image Button will be selected. Some users take a print screen of their worksheet and make it the image for the users to select. They then shrink the image down.
Other users like to make a Text Button which describes the chart in the button.
It depends on the chart you are using if this will appear well on your dashboard. I used Techsmith's Snag It to create mini images of my worksheets and used shaded text over top of these images.
Here is how I had the Edit Button pop-up menu configured for both the Item Shown and Item Hidden;
I chose the Dot Plot image for the Item Shown since it will be displaying the Control Chart. This will let my users know that if they click on the button, it will display the Dot Plot chart. I then chose the Control Chart image for the Item Hidden. I also gave the images a white background and a black border.
By default, Tableau makes the button the same size as the previous X image. You can expand the size using the black arrow that appears when you hover over the corner. You can move this button anywhere on the canvas.
I moved it to the top, and expanded it. Notice the Dot Chart image isn't that great for the size of the button. If it was a bar chart it may be better for visibility. In this circumstance it may be better to use a Text button than an Image Button.
Sheet Swapping with Navigation Buttons
For Navigation buttons you will need to create two different dashboards. Each will only have one chart or view. Make them have the same header etc.
I created a Dashboard with a Comet Chart that I want the user to navigate to a dashboard with a Gantt Chart.
On the Comet Chart dashboard, I dragged a Navigation Object to the dashboard and configured it as shown below;
Then on the dashboard with the Gantt Chart, I added a Navigation Object configured as below;
Feel free to download this dashboard from my public profile to see how it is configured.