Next, create a calculated field with the copy for your button. This worksheet will eventually be the button itself. To add a button to a Tableau dashboard, start by creating a new worksheet. In the dashboard, there are two buttons one which allows the end user to subscribe to my mailing list, and one that allows the end user to email me directly for speaking inquiries. To illustrate my approach for adding a button to a Tableau dashboard, I’ll be using my Where’s Ryan dashboard. These buttons can be used for several practical purposes including, but not limited to, (1) calls to action for a mainstream audience (2) a way to alert internal audiences of insights and (3) a method for linking related dashboards together.Īny image object on a Tableau dashboard can be made a “button” by setting its URL, but the approach shared here provides the added benefits of (1) showing a call to action on hover and (2) allowing you to format the button from right within Tableau. This post shares a simple way to improve your end user’s experience by adding a button to a Tableau dashboard. Tableau is so flexible, in fact, that you can create web pages – and arguably web sites – all within the authoring and dashboarding interfaces. There simply is no other data visualization tool on the market today that allows me to create practically any visual or user experience I can imagine. I’ve shared before that the reason I hitched my wagon to Tableau is the software’s flexibility. If you are using version 2018.3 or later, you may prefer to view 3 Ways to Add a Button to a Tableau Dashboard at Playfair+. If your company has not upgraded or you are wanting to link a button to the web, feel free to keep reading. Update: As of Tableau version 2018.3, there is a dashboard object that provides an easier way to add a button to a dashboard when linking to other dashboards within a workbook.
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