Learning how to create a toggle button in Tableau is very useful when you want to make a filter between data points, switch from data visualisation to another, or show true versus false results. The toggle button practically looks like an on/off button that allows you to change the setting between two visualisations.
Let’s see how does the entire process of creating this button look like. Watch closely the tutorial here, custom-created by our colleague Serban Grecu, Data Analyst@btProvider.
If you want to implement the toggle button on your own projects, here are all the steps you must take.
→Create a calculated field named “Current Year Sales”:
if YEAR([Order Date])=” Insert Year here” then [Sales] END
→Create a parameter named “Toggle Parameter” :
Data type – Integer
Allowable values – List
Under List of Values add the following values: 1 and 0
→Create another calculated field named “Prior Year Sales”:
case [Toggle Parameter] when 1 then
if YEAR([Order Date])=2015 then [Sales] END
else null end
→Create a line chart using the Current Year Sales and Prior Year Sales in a sheet called “Sales”
Drag “Order Date” to Columns and display it as Months
Drag Current Year Sales and Prior Year Sales to rows
Right-click on Prior Year Sales and select Dual Axis
Right-click on a chart axis and select Synchronize Axis
Format the chart as you see fit (remove headers, add mark labels etc)
→Create a new sheet (named “Toggle”) where you will create the visual for the toggle button
Drag “Value” to Columns and make sure it is formatted as Continuous Dimension
Drag the “Toggle Parameter” next to “Value” in the Columns bar
Format the “Value” visual as a line and change its thickness as needed
Format the “Toggle Parameter” visual as a circle and change its size as needed
Drag the “Values” to Color
→Create a New Dashboard and drag the Sales sheet and Toggle and format the tiles as needed (w w/o title, legend etc)
→Go to Dashboard -> Actions -> Add Action -> Change Parameter
Source Sheets à your New Dashboard
In the window, select the sheet where you created the toggle button (in our case, sheet “Toggle”)
Parameter à chose the “Toggle Parameter” parameter
Field à Value (Toggle sheet)
Aggregation à None
→Hit OK twice and enjoy. Happy data analysis!
Here is the Viz on Tableau Public>
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