Where Should I Put My Filters? – Part 2

Welcome back! It’s been a while since Part 1 of this series. But after getting distracted with some set actions and PostGIS, I’m finally looping back around to filters.

Special thanks to Kevin Flerlage for his help and guidance on this post!

The last time I discussed filters, we were talking about putting filters on the top, left and right of your dashboard:

filters_screenshot2

But what if you want to hide them? What if they are taking up valuable real estate or are simply an eye sore? Well, there’s a solution.

There are two ways to solve this problem. The first is to use collapsible containers. The second is to use dashboard actions.

Collapsible containers, made famous by Robert Rouse, is the harder of the two solutions, but I’m still going to write a blog post in the future that covers it. Since dashboard actions just came out in Tableau 2018.3, we’re going to talk about that method instead.

A slight introduction

We’re going to building something in Tableau that is called a Hamburger menu. These are mostly found on websites and mobile apps. The reason they are called hamburger menus is because the image resembles a hamburger:

Usually, they are hiding some sort of hidden menu or navigation. For example:

Getting started

Let’s get back to our Superstore dashboard. You can download it here if you want to follow along.

1.) Take the starter and duplicate it.

2.) On the first dashboard, remove the container at the top for the all the filters and the filters logo. Some things may shift a little, so you might have to move some things around to make it to your liking. You should be left with something like this:

dashboard actions_1

3.) Take the hamburger icon () and save it to somewhere on your computer.

4.) Take a button from the objects menu on the left side of the dashboard menu, and drag a button on the left side of the title.

5.) Select the down triangle, and select Edit.

6.) Under Navigate to, select your second dashboard with filters.

7.) Under image, find your hamburger menu. If you want to put a tooltip on your hamburger, you can do that to. When you are done, click OK.

Second dashboard

On the second dashboard, we will do a similar process.

1.) Take the X icon () and save it somewhere on your computer.

2.) Take a button from the objects menu on the left side of the dashboard menu, and drag a button on the left side of the filter icon. (You can really place it anywhere you want).

3.) Select the down triangle, and select Edit.

4.) Under Navigate to, select your first dashboard.

5.) Under image, find your hamburger menu. If you want to put a tooltip on your X, you can do that to. When you are done, click OK.

That’s it. Here’s the workbook for you to download and see what else I did.

The pro: This is much easier to do than collapsing and hiding containers.

The con: You have to maintain 2 dashboards.

That’s all for now!

Until next time,

Paul

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