Advance with Assist: Adding Email Links to Your Dashboard

Data

Advance with Assist: Adding Email Links to Your Dashboard

Advance with Assist shares quick solutions to common challenges encountered by the InterWorks Assist on-demand team.

Question: I’m building a public dashboard and want to get a “Contact Us” link on the screen. How do I make the email pop up?

Adding the ability for your end user to reach back out to you via your dashboard is a great way to create a feedback loop. Maybe it’s just a simple “Contact Us” option like in this question, but the method shown here could be applied in a variety of different use cases.

To add an email link to your dashboard, you will need two things:

  1. Email address
  2. URL action

If the email you are linking to is in your data then the concept here can be applied dynamically. In this case, I did not have the data—rather only a contact email—so I have to create a calculated field for the first item.

Here’s my calculation, which is simply the email address I’m wanting to reach:

contact us calculated field in Tableau

Next comes the URL action.

I created a sheet where I used my newly created calculated field. I simply added some text for Contact Us, along with a formatted version of the calculated field:

URL action on Tableau dashboard

To finish, I need to create the dashboard action below:

mailto: in the URL text is the key to making this a hyperlink to email, with the Contact Us field inserted:

edit URL action mailto:

Now, upon clicking the link, an email message box should appear for your end user:

pop-up email from Tableau dashboard action

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More About the Author

Dustin Wyers

Analytics Consultant | Assist Lead - East
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