How to Show & hide dashboard containers in Tableau Desktop 2019.2 and newer

0:00In 2019, too, we see the addition of some

0:04really useful enhancements to how dash

0:08boards

0:08work with containers. To show you this, I

0:10've opened up the sample workbook in Tableau

0:14.

0:14Now typically what you'd have to do if you

0:16wanted a section of this dashboard to

0:19appear

0:19and disappear, you'd need to really

0:21understand how layout containers work

0:23really, really

0:24well. And you'd have to set up sort of

0:26collapsing containers. But even collapsing

0:29containers

0:30still leave a very small gap about two or

0:32three pixel gap. And so it's not quite as

0:35good as a container that can appear and

0:38disappear completely. So to show you how to

0:41do this,

0:41I'm going to make this side menu here on

0:44the right hand side into a show and hide

0:47side

0:47menu. To do this, you have to make the

0:50container that contains the objects, the

0:53filter and

0:53the legend, a floating container. So let's

0:56go ahead and do that. Now that we've done

0:58that, we get this option on the right hand

1:01side caret to add a show and hide button.

1:04Let me just zoom in on that so you can see

1:07that more clearly. And when we click on

1:09that

1:10option, you'll see we get this little cross

1:12. Now initially, if you just click on that

1:14without

1:15doing anything on your keyboard, then

1:17nothing will happen. That's because you're

1:19not in

1:19a preview mode. However, if you hold Option

1:21or Alt, and click on it, then you actually

1:24get the simulation of the click. So now you

1:26can see what that's doing. And the idea is

1:29that if you're in a, you know, full on use

1:31of the dashboard, you can actually use this

1:34to show and hide items that you might want

1:37to change. And you know, the preferences

1:40you

1:41choose inside of the filters remain when

1:43the option is hidden away. So it's a really

1:45nice

1:46way of getting space back on the dashboard

1:48and creating much, much more efficient use

1:50of space. Now, just before I finish this

1:53video, I'd like to really call out some

1:55absolutely

1:55great examples in the community. So Mark

1:58Reed, he's a consultant, and he's got some

2:01really,

2:02really good sample workbooks on his profile

2:05, but one in particular on 2019.2, he's got

2:08some really good examples of how you can

2:09use this. So if I click on this play button

2:11, you'll

2:12see that he's actually hidden an entire

2:14chart. And he's got some really sort of

2:16nice interactivity

2:17here where he's actually changing the chart

2:20type. As you click through these options.

2:22He's also got this really nice example of

2:24an overlay sheet. Now this is really useful

2:26when you want to show people how a

2:27dashboard works. When I click on the

2:29information icon,

2:30it actually shows an overlay on top of the

2:32dashboard, which shows you how everything

2:35works. When you click on it again, it

2:37disappears. And then you get your menu here

2:40on the right

2:40hand side exactly the same way as I did in

2:43the Tableau workbook. So I definitely

2:45encourage

2:45you to look at content out in the community

2:47whenever new versions of Tableau come out,

2:50you get absolutely stunning examples like

2:52this one of how to use the new features. If

2:55you found this video useful, hit subscribe.

2:57Otherwise, if you have some comments or you

3:00have some suggestions for videos, leave

3:02them in the comments. And I'll try and get

3:04round

3:05to those videos.