Video tutorial https://www.youtube.com/watch?v=MyGZPuI0oXo

Following the previous post, my colleague said the trick doesn't work for him, because his buttons are placed in different sheets. BTW, a button here means any data mark where action is initiated via selecting. Note that when the buttons are on different sheets, a button may stay selected but won't be dimmed.
Then I devised a new scheme where buttons are on 2 different sheets. When selecting one, it deselects the button on the other sheet. There could be more than one buttons on the other sheet.

It takes the following key steps:

- Create a parameter with two values (more values if more sheets for swapping), each value corresponding to the Sheet dimension of each button.
- Create one filter per sheet for sheet selection
- Set up deselect action 
- Set up parameter action for sheet swap

See the previous article for creating both parameters and sheet select filters. 

But the deselect action and parameter action are a bit different from the previous case where buttons are on the same sheet. A button will need to stay selected until another button is selected.

Set up deselect action

- Create a calculated field True whose content is True as well in both Button sheets
- Create a filter action for each sheet as follows
- Make sure to use True field to target the same True field in the other Button sheet(s).
- We need to create as many actions as buttons.

Set up Parameter Action for sheet swap

- Need to set up as many actions as buttons
That's all. You can download the demo workbook here.

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Jake and I collaborated on a dashboard. He told me that he learnt a way to create an in-place help page in Tableau. He first saw it at a conference somewhere and couldn't recall who the speaker was. So I am blogging here about it but the credit goes to somebody else. If anyone knows who the original creator is, leave a comment below.

The key idea is to float a semi transparent worksheet on top of the dashboard, where a help text box is strategically placed on top of each chart. This way, we can explain how to view each chart and what data points are important, etc. This worksheet is collapsible by a show/hide button. 

Below I would like to show how this worksheet can be constructed.

1. Sheet with a single data mark.

  • Double click the empty space in Marks panel and add two single quotes. Make the null pill a text label. This creates a single null mark.
  • Set the view as "Entire View"

2. Create an show/hide button

  • Go to the target dashboard
  • Drag a floating vertical container to the dashboard, making it cover all the area of interest.
  • Drag the Single Null Mark sheet and drop it into the above container. Hide the sheet title.
  • Create an open/close button for the container and place the button at the top-right corner.

3. Add annotations

  • Format the sheet background opacity as 70% in the layout manager             
  • Select area annotations and place them anywhere of interest. 
  • Write help text and format it to highlight important messages.  
  • The text can serve as functional guide and/or insight guide.

Here is an example. Feel free to download the workbook and explore. Click the "i" button at the top-right corner to view the in-place help. 

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