How To: Sheet Selector Using Set Actions in Tableau

For some time now, I have been thinking about how to use Set Actions to create a sheet selector.  In previous tutorials, I walked you through how to create sheet selectors using a join and level of detail calculations.  Then, I saw a tutorial by Lindsey Poulter on how to dynamically switch metrics or dimensions, and I noticed a calculation that she had used:

I knew this could be adapted to filter sheets as well, so I started working through how to build out a sheet selector using Set Actions.  The idea for this is that we can build a dashboard and create user interactions that change the actual visualization rather than just dimensions or measures.  We could even use this to create our own story points if we wanted.

Let's take a look at how it's done.  In this example, I want to create a menu list of Regions, and I will be swapping the visual for a different analysis of each region.  The first thing we need to do is create our region list.

First, we will create a set on Region:

Then, we will create a calculation that Lindsey used so that multiple regions cannot be selected:

Now we can build our view like so:

Notice we have put the Region Set on Color.  This will allow the colors to change once the Set Action is created.

Now we can create the calculation that we adapted from Lindsey's tutorial to cause the sheets to filter.

Essentially, we are going to check that the region has been clicked and then evaluate it to know which type of chart will be displayed.  In this case, I want a quadrant chart that I have created to display when I click Central, and a barbell chart when I click East, etc.  You can customize this however you want to match the charts you have created.

Now, we can begin to set up our dashboard and the Set Actions that will drive the sheet selector.  Create a dashboard and then create the following Set Action:

Now add a vertical container to the dashboard.  We are going to click on each region on our navigation, apply the filter for the sheet selector, and then drag the chart into the container.

Click Central on the nav, drag your central chart into the container, and hide the title.  In this case I have a quadrant chart.

Now, go to the sheet for the central chart and apply the Set Sheet Swapper filter.  Since I have already clicked Central, the calculation will return Quadrant.  Click the quadrant check box and click apply.

Now, go back to the dashboard, click East, drag the bar chart into the container, hide the title, and then apply the filter to the bar chart sheet.

Repeat the process for any remaining charts, and you will have a sheet selector driven by a Set Action!

Feel free to download the workbook and comment below with any questions.

How To: Row and Column Highlighter using Set Actions with Tableau

With set actions in Tableau 2018.3, we have the ability to create all sorts of new user interactions.  One thing that I thought would be helpful for users is to be able to see the rows and columns highlighted as well as designate which cell a user is specifically hovering on.  In this tutorial, I'll show you how to build a cross tab with row and column highlighting.

First, let's set up a basic cross tab view in Tableau:

Next, we will add min(1) to our columns so that we can fill each cell using a bar chart that is sized to the maximum.

Since we want the highlight to occur on sub-category and state, we will need to create sets for both of these.

Now, we can create the calculations that will drive our highlighting.

Then we need to drag both calculations to the color shelf.  We can select both dimensions while holding shift and drag them to the shelf.

We can set up our coloring as desired.  Here we can see all of the outcomes of the hover.  0, 0 is for cells that aren't selected, 0,1 is for the row, 1,0 is for the column, and 1,1 is the intersection.  In this case, I want to color the cell that I am hovering over darker than the rows and columns.

Now for the set action to power the highlight.  In this case we need two set actions since we have two sets that we need to account for.  Click Dashboard, Actions, and create two new Set Actions to change the Set State and Set Subcategory on Hover.

You will now have a cross tab with highlighting rows, columns, and selected cell!

Feel free to download the workbook and comment below with any questions.

How To: Dynamic Reference Band Using Set Actions with Tableau

One of the greatest aspects of set actions is just how much more control you have over the user experience.  In this tutorial, I'll show you how to use set actions to dynamically highlight a max/min reference band, color lines, and create persistent labels on highlight.

First, let's build a basic line chart using the Superstore data.  We'll be looking at profit by category over time.

Then, we will create a set on Category.

Next, we will create a calculation so that we can color our lines on hover and then add it to the Color shelf.

We will also need to create calculations for the minimum and maximum reference lines.

Then drag these to the detail so that we can create the reference lines.  We will also set up the max and min for the reference lines.

Next, we need to create our persistent highlight label.

We are now ready to setup the Set Action that will drive the interactivity.

Now when hovering over a line, we get the max and min range, color, and persistent labels!

Feel free to download the workbook and comment with any questions.

How To: Connected Scatterplot Using Set Actions with Tableau

With set actions in Tableau, we are free to create all sorts of new UI/UX interactions.  This one is once again inspired by Rody Zakovich's amazing post on custom UI/UX.  With set actions it is very easy to implement a connected scatterplot on hover, and I'll walk you through how to build it.

In this example, I want to see profit vs sales with each year connected in the scatterplot.  To begin, we will build a simple scatterplot where each year's profit and sales are represented by category:

Next, we need to create a set for our categories:

Now we will create the calculations that will drive the connected line on hover through the set action.

Then we will drag both of these measures in and create a dual axis on both.

We will also need to synchronize the axes:

Make sure you change the Category Profit and Sales to a line and put the Year on the Path:

Finally, we will setup the set action to create the connected scatterplot on hover.

That's all there is to it.  You should now have a scatterplot that connects the points on hover.  Feel free to download the workbook and comment with any questions.