It is important to me that a dashboard be of stable structure or in a stable grid, regardless of dimensional filtering or data variability. Tableau Desktop devised this menu function of Analysis Table Layout Show Empty Columns/Rows for that matter. But it will gray out and does not work when a secondary data source is in view, i.e., when we use blending or cross data source filtering. And it won't work when it is filtered by the same dimension filter.

Then here is a method I use to keep the grid fixed and show empty columns all the time no matter what.  I created an example here where a regular cross tab table is re-designed to have a stable grid. 

Here are the main steps I used.

1) Create a specific measure for each dimension member like

2) Drag Measure Names to the filter shelf and check the four new measures.

3) Create a cross tab table as follows. This table will always show empty columns, even when being filtered by the same Ship Mode dimension.

The two following bar charts are derivatives from the above and have a fixed grid.

Feel free to check out the workbook here.

Caveats: There might be a performance penalty in calculating the columns individually when data volume is big.

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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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