How to Swap Worksheets in a Tableau Dashboard (v 2022.2+)

By: Eric Parker

Eric Parker lives in Seattle and has been teaching Tableau and Alteryx since 2014. He's helped thousands of students solve their most pressing problems. If you have a question, feel free to reach out to him directly via email. You can follow him on LinkedIn or sign up for a Tableau Office Hour to work with him directly!

Sometimes, users need to see the same data multiple ways to develop thorough insights. Providing your user the ability to switch worksheet types (e.g. swap a map for a bar chart) is a great way to provide them with flexibility in analysis!

One of my favorite tricks in Tableau dashboarding is to allow users to swap worksheets! You can hook a parameter up to a calculation which filters/swaps between multiple sheets in a Tableau dashboard.

I've been using this trick since I started working with Tableau in 2014. However, one of the key steps to build a worksheet swap recently changed! In Tableau Desktop 2022.2 (and presumably going forward) you now need to set up the worksheet swap with a conditional filter instead of a selection filter.

Check out this video to learn the latest methods!

Access/download the Tableau Workbook from the demo here.

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