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How to Add a Button to a Tableau Dashboard

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Instructor

Ryan Sleeper

Improve your dashboard user experience by adding buttons

This video shares a simple way to improve your end user’s experience by adding a button to a Tableau dashboard. This button can link anywhere on the web.

This is Ryan with Playfair Data TV. And in this video, I’m going to show you how to add a button to a Tableau dashboard. There’s lots of applications for this.

To show you the first example, I’m going to show you one real life application of how I’ve added a button to a Tableau dashboard. This is a dashboard that tracks my speaking engagements. I like to use this for marketing material but also, frankly, just to keep track of my schedule and where I’m going to be throughout the year.

But there’s two buttons on this dashboard. There is a Subscribe button and a Contact button. If you click the Subscribe button, it will go to this URL where you can subscribe for my weekly tips, tutorials, and strategies. If you click the Contact button, it will open in a little box where you can send an email.

I’m going to add a third button to this to show you how this is done. It’s fairly simple, it involves setting up a new sheet and combining that worksheet with a dashboard action. So I’m going to click New Worksheet.

There’s a couple of ways to do this. The probably most intuitive way is to set up a calculated field that contains the text that you want to display on the button. So let’s pretend that I want to set up a third button that allows the end user to go to my website and see my list of speaking engagements.

So I’ll call this view all. And I’m simply going to type the text that I want to appear on the button within quotation marks. So I’ll say view all in quotes. Click OK. I’m going to drag that to the text marks card. Then view all is what appears automatically in the view.

Another way to do this, you might see in a couple of my dashboards that I use this calculated field called blank. That’s simply two quotation marks. So it’s just going to be a blank string is all that’s doing.

Instead of creating another calculated field for view all, I could have also dragged blank to the text marks card. And once it’s there, we don’t see anything but because there is a dimension on the text marks card, I can click on the text marks card and modify what’s being displayed on it.

So I could then again type view all. And click OK. That’s a second way to get to this. From here, it’s just formatting. So I could right click and click Format. Maybe give the background some kind of light gray shading if I wanted to. Maybe give this borders.

So row dividers as well as column dividers. Maybe I’ll center the text. Whatever format you want to put on as your button. And I’ll call this my view all button. So that’s the entire worksheet.

Optional, but it is pretty good practice if you want to put a call to action as the tool tip. So notice when I hover over the button right now, it says blank, the name of the dimension that’s on the view. I could modify that by clicking Tooltip.

The name of the button is already intuitive in my opinion in telling the end user what’s going to happen. But I could make this even more clear by saying something like click here to view all of the speaking engagements. And I’ll center it.

And now when I hover over the button, it’s a little bit more clear what’s going to happen when I eventually click on that button. I’m going to go back here to the main dashboard and find that new button, View All button.

I’ll make this floating so that I can get it to line up in a decent spot on the dashboard. Just going to hide the title and resize this a little bit. I’m going to get this to fit the entire view. And I’ll just roughly get this to fit. I’m not going to do this perfectly.

But essentially, we just added a third button. Formatting doesn’t quite match, so forgive me there. But I’m now going to show you how to convert this new worksheet into a button that takes you out to the web. It involves dashboard actions.

So I’m going to click on Dashboard in the top navigation, click Actions. You can see I’ve already got a few others set up, a few other buttons on here. But I’m going to add an action. It’s going to be a URL dashboard action.

And we’re going to say, if you click on the View All button, so if you select the View All button. I’ll give us a better name, too. So we call it the View All button. It’s going to take you to RyanSleeper.com/speaking. You can test that link if you want before you accept it make sure it’s working. Looks good.

So I’ll click out of that and click OK. Click OK again. Now whenever I click the View All button, it will open up that URL in a new browser. There’s lots of applications of this. Just to show you one more before I close this video out.

This is the super sample superstore dashboard. And I use that same button technique to provide this table of contents or this navigation along the top. It looks very streamlined. That’s all formatting. That’s not out of the box formatting or functionality in Tableau.

I use the exact same tactic that I just showed you to add a button to set these up and just make them look like a navigation in the top right corner. Now if I click on the second button, it will navigate me to the next dashboard. And again, that was achieved using Tableau dashboard actions.

This has been Ryan with Playfair Data TV – thanks for watching!

Related video: An Introduction to Tableau dashboard actions (coming soon)
Related video: 3 Creative Ways to Use Tableau Dashboard Actions (coming soon)
Related blog post: How to Add a Button to a Tableau Dashboard
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