TABLEAU DYNAMIC TITLE
In Tableau, you can create dynamic titles for your worksheets, dashboards, and stories using calculated fields, parameters, and functions. This allows you to display changing information based on user interactions or data conditions. Here’s a general outline of how you can achieve this:
- Create a Calculated Field: Create a calculated field that generates the dynamic title based on your requirements. This calculated field can incorporate functions, fields, and parameters to construct the desired title. For example, you might create a calculated domain named “Dynamic Title” with a formula like:
- “Sales for ” + STR([Selected Year])
- Here, [Selected Year] could be a parameter allowing users to select a specific year.
- Use the Calculated Field in the Title: Once you’ve created the calculated field, you can use it in the title of your worksheet, dashboard, or story. To do this:
- Click on the “Title” shelf in your worksheet.
- Drag and drop the calculated field from the “Data Pane” onto the “Title” shelf.
- Updating Based on Interactions: If you’re using a parameter for interaction (like the example with the selected year), you can set up actions or filters that change the parameter value. The dynamic title will automatically update as the parameter value changes to reflect the new value.
- Formatting: You can further enhance the dynamic title by formatting it using the available options in the “Title” shelf. You can apply font styles, colors, and other formatting settings to make the title visually appealing.
- Testing and Refining: After setting up the dynamic title, thoroughly test it to ensure that it updates as expected based on user interactions or data changes. If necessary, refine your calculated field formula or adjust your interaction setup.
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