Give a chestnut! Tableau Tips (69): Use Collapse Menu to Hide Filters and Legend

When making dashboards, many data fans will encounter such a situation: there are too many filters and legends, and they don’t know where to put them. Stacking them all together will not only make the entire dashboard appear chaotic, but also affect work efficiency.

Is there any solution? Ada recommends that everyone make a folding menu, and bid farewell to this trouble!

Using the method of folding menus, you can hide filters and legends, leaving more analysis space for the interface and making the entire interface look more refreshing!

In this issue of "Give a Chestnut", we will share with you this Tableau trick: using the collapsed menu to hide filters and legends.

To facilitate learning, Lizi uses Tableau's own supermarket data.

Specific steps are as follows:

Step 1

First create a folding menu, select a category and drag it into the shape.

Step 2

In the shape, choose a custom pattern you like to construct the folding menu logo.

Step 3

Create a worksheet. The function of this worksheet is to indent to achieve the purpose of hiding. Because the collapsible menu we created earlier was created by choosing categories, here we also need to use categories to build the worksheet.

Step 4

Create a new dashboard, put a horizontal container in the dashboard, put the hidden worksheet on the far left, and put a vertical container on the right.

Tips: It should be noted here that the hidden worksheet and the last vertical container put in are both in the first horizontal container!

Step 5

Put our collapsible menu in the vertical container on the right, and then we can put the data analysis worksheet below.

Step 6

Place a vertical container between the hidden worksheet and the vertical container with a fixed width.

Step 7

Next, put our filter and legend in the vertical container in the middle, and the title of the hidden worksheet on the left is not displayed.

Step 8

Create a new filter in the dashboard operation, select the collapsed menu for the source worksheet, and hide the target worksheet; select Select and Exclude all values on the right, and then click OK.

Step 9

In the dashboard, we select the entire layout container, change it to float, adjust the size of the entire container, drag and drop it to the far left until the hidden worksheet is squeezed out of the screen.

Step 10

At this time, our folding menu is basically completed, and after some minor adjustments, we can see our effect. Click on the pattern of our folding menu to pop the filter piece in and out.

Open up your Tableau and give it a try!

Next issue, see you again~