Menu Navigation within a Tableau Workbook

Data

Menu Navigation within a Tableau Workbook

//

There has been a conversation floating around on how to successfully navigate around different sheets of a workbook. On the face of it there doesn’t appear to be an obvious way of doing this in Tableau (perhaps Tableau 8.0 will address this!!).

However it is possible and below is an example of a menu system within a Tableau workbook which uses actions to navigate from sheet to sheet.

It is definitely a useful trick to know about but is a little bit fiddly to set up.

It is achieved by creating a series of sheets which will be used for navigation purposes. One will need to be created for each target dashboard plus an extra one for the return to main menu if you want. The example above has 4 dashboards so requires 5 separate sheets to create the navigation. Each sheet will then have its own filter action created from the worksheet menu to target the required dash. This can either be done as a select or menu link (both are used above).

The text itself is created through a simple calculated field with the string written inside and dropped onto the label shelf.

Create a menu dashboard to drop all the link worksheets onto, format to taste and you’re ready to go.

The example is very simple but there is no reason not to include some sort of metric onto each of the links (they are worksheets after all) then rather than simply a menu list it becomes a KPI overview with links to more detail if some target is reached and flagged.

More About the Author

James Austin (Aus)

Analytics Practice Lead, EMEA
What Makes Good Analytics: The Perfect Toolset for a Data-Intelligent Business We are beginning to enter a golden age for business intelligence. We have been steadily moving in this direction for the 10+ years I ...
Demystifying how to Deselect Buttons in Tableau Tableau’s default behaviour is that when you click a data point, it stays selected. This is intuitive behaviour and makes total sense ...

See more from this author →

Subscribe to our newsletter

  • I understand that InterWorks will use the data provided for the purpose of communication and the administration my request. InterWorks will never disclose or sell any personal data except where required to do so by law. Finally, I understand that future communications related topics and events may be sent from InterWorks, but I can opt-out at any time.
  • This field is for validation purposes and should be left unchanged.

InterWorks uses cookies to allow us to better understand how the site is used. By continuing to use this site, you consent to this policy. Review Policy OK

×

Interworks GmbH
Ratinger Straße 9
40213 Düsseldorf
Germany
Geschäftsführer: Mel Stephenson

Kontaktaufnahme: markus@interworks.eu
Telefon: +49 (0)211 5408 5301

Amtsgericht Düsseldorf HRB 79752
UstldNr: DE 313 353 072