Preparation time : 15 minutes
Level : Intermediate
Objective: Embed a chart in a tooltip
Required data
- A data set, like the accelerator Hypermarket offered at the bottom of the Tableau Desktop login page,
- A main sheet, for example Sales by categories,
- A secondary sheet, such as Sales by sub-categories.
When presenting a dashboard to a customer, there may be a need for additional information. This information may be too specific to warrant a fully-fledged dashboard. If this need for information remains moderate, an effective solution is to add a view in the tooltip. Here is a step-by-step guide to help you set that up.
Step 1: Prepare two simple sheets
- Add a sheet and name it “Sales by categories”,
- Swipe:
- The field Category within Lines,
- The measure sales within Columns, as well as in the tab colour of the landmark,
- Add a second sheet and name it “Sales by sub-categories”,
- Swipe:
- The field Category and Sub-category In the Lines,
- The measure sales In the Columns, and also place it in the tabs Label and colour of the landmark.
Step 2: Integrate the second sheet into the tooltip from the first
Objective: Integrate the “Sales by sub-categories” sheet into the tooltip of the “Sales by categories” sheet.
- Position yourself on the “Sales by categories” sheet,
- Click on the tab Infobulle of the landmark,
- Click on the button Insert, then Leaves.
- Select the sheet Sales by sub-categories.
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The secondary sheet is now integrated into the tooltip on the main sheet.
Advice
If the view in the tooltip is too big, you can adjust its size using the formatting options. Also, consider adding filters to make the tooltip more contextual.
Notes:
- Maxwidth defines the maximum width of the tooltip,
- Maxheight defines the maximum height of the tooltip,
- You can apply filters directly in the tooltip or from the secondary sheet. However, be careful that this secondary sheet does not affect other views in your dashboard.
