Navigation Buttons

ISSUE

Sometimes you want to be able to click somewhere within a dashboard in order to get to a specific dashboard. This comes in handy if your workbook has several dashboards, making it hard to navigate through the top tabs for the particular dashboard you want to view next.

ANSWER

Navigation buttons on your dashboards is your solution. They are quick, easy to use, and make navigation much simpler in comparison to utilizing tabs. This article will give you the low down on how to create these handy mechanisms.

 

OVERVIEW: Create a button that goes back and forth between the dashboards               

 

Step 1:

Create a New Sheet and calculated field that contains some constant value. I used the constant 1 (See Fig. 1).

FIg. 1: Create a Calculated Field.

 

Step 2:

Throw the calculated field on the Columns Shelf and change the field to a continuous dimension (See Fig. 2).

Fig. 2: Make the calculated field a continuous dimension.

 

Step 3:

Change the mark type to shapes and choose an arrow. To get to the arrows selection, click shapes >> more shapes >> Select Shape Palette. You can edit the size of the arrow to your liking.

 

Step 4:

Now we are going to work with the position of the button on the sheet. Right click on axis and hit edit. Change the axis range to a fixed range (See Fig. 3). Right click on the axis and uncheck show header.

Fig. 3: Change the Range to Fixed.

 

Step 5:

We now bring the calculated field to label. Click on the icon, hit the ellipses, and delete what is there for the label. Write anything you wish to direct your users to the next dashboard.

 

Step 6:

This step is for actually creating the navigation feature. Bring the button that we have created to your dashboard of interest (I usually like to format the navigation button to be at the top right of the sheet, but it’s your prerogative). Go to dashboard actions >> Add Actions >> Filter. Check only the navigation button sheet as the source sheet and change the target sheet to the dashboard you want to go to (See Fig. 4).

Step 7:

Under Target Fields select Selected Fields but don’t add in a field.

Step 8:

That’s it! It’s that easy! Test it out. Yours should do something similar to mine below:

AUTHOR AND VISUALIZATIONS BY ErIN Middlemas