A multi-national company wants to have a Tableau dashboard that will provide country-level information for both its forecast summaries and year-on-year metrics. The company wants to toggle between these two views while leaving main key performance indicators (KPIs) visible on the main dashboard.
Which method is the most efficient in achieving the company's requirements?
Correct Answer: D
The most efficient method for toggling between two views (forecast summaries and year-on-year metrics) while keeping main KPIs visible involves using a parameter and calculated fields for controlling visibility:
* Create a Boolean Parameter: This parameter will have two aliases representing the two views ("Forecast View" and "Year-on-Year View"). This allows the user to select which view they wish to see directly from the dashboard.
* Calculated Field: Create a calculated field that always returnsTrue. This field acts as a constant placeholder to enable the visibility control tied to the parameter.
* Dashboard Setup: Place both the forecast summary and the year-on-year metrics sheets on the dashboard. Set the year-on-year metrics sheet as a floating object over the forecast summary.
* Visibility Control: Use the "Control visibility using value" option in the Layout tab for the floating year-on-year metrics view. Tie this setting to the Boolean parameter so that changing the parameter will show or hide this view without affecting the main KPIs displayed on the dashboard.
* Interactivity: Implement a "Change Parameter" dashboard action where selecting different options in the dashboard (e.g., clicking on certain parts) triggers the parameter to change, thus toggling the visible view.
ReferencesThis method leverages Tableau's dashboard interactivity features including parameters, calculated fields, and visibility settings, as recommended in Tableau's user guide on dynamic dashboard design.