For this week’s #WorkoutWednesday challenge, Lorna revisited a challenge set by Ann Jackson in 2019 which I completed and blogged about here. In that challenge we were using new navigational features introduced in v2018.3. In this recreation, we’re making use of the dynamic zone visibility feature introduced in v2022.3 (so you’ll need at least that version of Tableau to progress).
I used 5 worksheets to build this viz and, as required, just 1 dashboard. 4 of the worksheets relate to the KPI blocks, and the other for the bar chart.
Building the KPI blocks
I started by creating new measures
On a new sheet, add Count Customers to Text. Then add Measure Names to Filter and filter to just show the Count Customers measure. Then add Measure Values to Text and Measure Names to Text. Remove the original Count Customers from Text. Set the view to Entire View and then centre align and format the text. Set the mark type to Square and increase the Size as large as possible. Set the Colour to the relevant colour and adjust the font to match mark colour. Remove any tooltips from showing by unchecking show tooltips on the Tooltip shelf. Name the sheet Customers.
Repeat the process for creating sheets for City, Products and Orders. You may find you need to format some of the measures to have no decimal places.
Finally add Aliases to Measure Names to change the display of the measure from being Count XXXX to just XXXX (right click on Measure Names in the left hand data pane – > Aliases
Note you could possibly have named the measures just Orders, Cities etc to start with, though I think a measure called Orders already existed, so I chose this way to be consistent.
Building the bar chart
We’re going to use Dimension swapping for this chart – that is build a single chart but use a parameter to determine which dimension needs to be displayed.
String parameter which is hardcoded initially to the word Customers.
Create a new field which will determine which dimension to show
Dimension to Display
WHEN ‘Orders’ THEN [Order ID]
WHEN ‘Customers’ THEN [Customer Name]
WHEN ‘Products’ THEN [Product Name]
WHEN ‘Cities’ THEN [City]
Note the names in the CASE statement to be stored in the parameter need to match the aliases we defined above.
On a new sheet, add Dimension to Display to Rows and Sales to Columns and sort by Sales descending. Add both Dimension to Display and Sales to Label. Format the label as required and align left. You may need to widen the rows to see the text.
Add pDimension to Colour and set the colour for the Customers dimension. Set the font to match mark colour.
Remove all axis and header columns (uncheck show header), all gridlines and row/column dividers. Add a title to the chart which references the pDimension field.
Now update the pDimension parameter to the word Orders, and set the colour. Repeat for Cities and Products.
Building the dashboard
Add the objects on to the dashaboard in such a way that you have a Vertical container that contains a Horizontal container with Customers and Orders side by side, then another Horizontal container underneath (still within the Vertical container), with City and Products side by side, and then finally add the Bar chart underneath. Set the 4 KPI block sheets to fit entire view and the bar chart to fit width. Try not to be tempted to adjust and heights of widths of objects manually on the dashboard, as that can affect things when we try to collapse later. You’ve probably got something like this:
Add a parameter action to drive the setting of the pDimension parameter
On select of any of the KPI block sheets, update the pDiemsion parameter passing through Measure Names. When selection is cleared, set the value to <empty string>/nothing
If you manually set the pDimension parameter to empty, your display should look like
Remove the titles from displaying from the KPI block sheets.
Hiding and showing the relevant sheets
To achieve this, we’re making use of Dynamic zone visibility functionality. For this we need some boolean fields to be created.
Crate a new calculated field
Similarly, create a new calculated field
Dimension Not Selected
Back on the dashboard, select the Customers KPI block sheet (easiest way is to click on the object in the Item hierarchy pane at the bottom of the layout tab on the left hand side, as you may have trouble selecting on the dashboard itself due to the interactivity added). Once the sheet is selected it will have a grey border around it. On the layout tab on the left, select the Control visibility using value checkbox and select the Dimension Not Selected field.
Repeat this against the other 3 KPI block sheets.
Then for the bar sheet, do the same, except this time, select the Dimension Selected field instead. As soon as you do this, the bar should disappear, but reappear once you click on a KPI.
And that should be it. My published viz is here