Creating a custom Tableau button

Have you ever wanted to toggle between Tableau dashboards with customized buttons? Tableau Stories allows you to switch between dashboards with ease, but you may wish to add buttons with a more customized look.

This tutorial will demonstrate how to build a button from a Tableau shape.

Creating a Tableau button from a Tableau Shape:

1. Create a new worksheet in Tableau. The button will reside on a worksheet by itself.

2. Create a calculated field. Give the button a title. Add the text that you'd like the button to contain within quotes.

Button with text example:

3. Drag the new button field to the rows shelf.

4. Right click on the field header (this example's field header is the text that says "page 2 button") and choose "Hide Field Labels for Rows".

5. Now lets add an arrow shape to the button. To do this, select "shape" from the marks selection.

6. Click the Shape button and select "More Shapes". Select the shape palette that you would like to use. For this example, "Arrows" will be used.

7. Select the arrow pointing to the right and press ok. Your example should now look like this:

8. Make adjustments to the spacing between the text and the button to pull the button closer to the text.

9. Right click the button text and select "format". Then select the borders icon and click on "Rows".

10. Under Row Divider and Column Divider set pane to "None".

11. Click on the tooltip button and change the tooltip text to what the button will say when the user hovers over the button.

12. Drag the newly created button to your first dashboard

The button is now built! Now lets put it into action with Dashboard actions.

1. Go to Dashboard > Actions

2. To read more about adding dashboard actions to buttons, click here: http://techlearningspot.blogspot.com/2017/09/creating-action-for-tableau-button.html.

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