How to Add a Button to a Tableau Dashboard

Introduction and use case

To illustrate my approach for adding a button to a Tableau dashboard, I’ll be using my Where’s Ryan dashboard. In the dashboard, there are two buttons; one which allows the end user to subscribe to my mailing list, and one that allows the end user to email me directly for speaking inquiries.

[Click image to view interactive version]

To add a button to a Tableau dashboard, start by creating a new worksheet. This worksheet will eventually be the button itself.

How to create a dummy field in Tableau

Next, create a calculated field with the copy for your button. This calculated field will contain the copy for your button within quotation marks. Here is my calculated field for the subscribe button:

On your new worksheet, drag this newly created calculated field to the Text Marks Card.

Now that this “Subscribe” calculated field is on the Text Marks Card, you can click on the card, then click the “…” button to modify the text. Here you can change the format of the font or even change the copy from your original calculated field.

You can also add a customized call to action by clicking on the Tooltip Marks Card. Whatever you type here will show up when the end user hovers over the button.

Formatting the Tableau button

After customizing the button copy and call to action, you can also format the button’s borders and color by right-clicking anywhere on the button and choosing “Format…”. Here’s how my final button looks after changing the shading to gray and adding a solid gray border.

After your button is finalized, you are ready to add it to a dashboard. This is reason #247 I’m on Team Floating, but that’s a topic for a different day. I personally recommend floating the button in the exact location you prefer and in the exact dimensions you prefer. After the button is on the dashboard, the trick to making this an external button linking anywhere you like is to use dashboard actions.

Activate the Tableau button with dashboard actions

Because this button is its own sheet, we can add a URL dashboard action exclusively for this button. To do so, click “Dashboard” in the top navigation of the dashboarding interface and choose “Actions…”. On the dialog box that appears, click the “Add Action >” button, and choose “URL…”. Now set up the link as you wish.

An Introduction to Tableau Dashboard Actions

In this example, I’ve used a button on a Tableau dashboard as a marketing tactic to collect email addresses, but there are many applications of this user experience. One of my favorites in a corporate setting is to link to a related dashboard or a deeper analysis (i.e. the URL of the related dashboard on Tableau Server, Tableau Online, or Tableau Public).

You can also set up a “mailto:” link, which will allow you and your end users to start an email in one click. This is what I did with the contact button in the visualization pictured in the introduction; clicking on the contact button will start an email with my email address already populated. To do something similar, simply use this code as your URL in the dashboard action: “mailto:[emailaddress]”.

Thanks for reading,
– Ryan