How to Display a Viz in Tooltip from a Different Workbook

This solution uses a Web Page Object to embed an external URL that is dynamically filtered by a Sub-Category parameter, which updates instantly via a Dashboard Parameter Action.

*This method may experience some delay depending on internet speed.

1. Prepare the Source Visualization

• • Open the workbook containing the visualization you want to use as a tooltip.

  • Ensure it is published to Tableau Cloud or Tableau Server.

  • Copy the URL of the published view. Note the specific URL structure, as you will need to append parameters to it later for filtering.

  • Hide the title of the tooltip view to ensure a cleaner display within the tooltip

2.  Configure Parameters in the Main Workbook

• • In your primary workbook, create a parameter named SubCategory (or the relevant dimension). Set the Data Type to String.

3. Set Up Dashboard Actions

• • Navigate to Dashboard > Actions and add two Change Parameter actions:

    •  Set the SubCategory parameter to update based on the Sub-Category field when the user hovers over the bar chart.

4.  Embed the External View via Web Page Object

• • Drag a Web Page Object onto your dashboard.

  • In the URL edit box, paste the URL of the external visualization.

  • Make it Dynamic: Append a filter to the URL using the parameter created in Step 2. It should look something like: http://<servername>/#/site/<sitename>/views/<workbook>/<sheet>?:embed=true&:showVizHome=no&:toolbar=no&param1=value1

  • This ensures that when the parameter updates via the dashboard action, the embedded web page reloads with the filtered view corresponding to the hovered bar.

5. Final Polish

• • Test the interaction by hovering over different bars. The embedded web object should refresh to show the Sales/Profit scatter plot for that specific sub-category.

  • Adjust the size and floating position of the Web Page Object to ensure it appears as a seamless part of your data story.