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Create a Back Button

Fecha de publicación: Feb 19, 2025
Tarea
How to create a back button in a dashboard.
Pasos

Create the Button 

  1. Create a new Worksheet 
  2. Create a Calculated Field containing only the following: INDEX(). This is used as a placeholder to have Tableau Generate a Mark, drag it onto the view pane. 
  3. Click the Mark Type dropdown in the Marks Card, select Shapes
  4. Click the Shape Area of the Marks Card, then click More Shapes
  5. Choose the shape you would prefer for your button.
  6. Click the Label Area of the Marks Card, then deselect Show Mark Labels
  7. Click the Size Area of the Marks Card to adjust size as needed. 

Create the Action 

  1. From your target Dashboard, place the button as desired. 
  2. Click Dashboard>Actions>Add Action>Filter, then follow the settings below. 
  • Source Sheets: The sheet which contains the button should be selected. 
  • Run Action on: Select, Run on Single Select Only. 
  • Target Sheets: The Dashboard which should be used as a target should be selected.
  • Clearing the Selection will: Leave the filter. 
  • Target Filters: Selected Fields, then do not enter any fields. 

Now, on click, your button will return the user to the designated Dashboard or Worksheet. 

Sample workbook is attached available for download for your information. 

Recursos adicionales

Note: This is an old way to create a button. Please check out the button object in the current version of Tableau Desktop below. 

Detailed options for Navigation and Download objects

Creating a Table of Contents to Navigate to Other Dashboards
 

Número del artículo de conocimiento

001453706

Archivos adjuntos

button.twbx

1162 KB

 
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Salesforce Help | Article