How to Create a Seamless Navigation Bar for Tableau Dashboards

Setting up the containers

By the end of this post, you will be able to create a seamless top navigation in Tableau using the Button and Text dashboard objects.

STEP 1. Drag a Horizontal Container onto the dashboard wherever you want your navigation bar to be. In this example, I am placing it in the top-right corner of a dashboard. If you want vertical navigation, follow these steps and replace Horizontal Container with Vertical Container.

 STEP 2. Place Text objects into the container. I like to put the names of each dashboard in the Text objects and center align them, but you can put whatever text makes sense for your design. Tableau should automatically space the text objects evenly, but you can adjust/override this by right-clicking on an individual text object and selecting “Edit Width”. To distribute items evenly within a layout container, select the container, click the down arrow, and choose “Distribute Evenly”. You know it is selected when a blue border appears around the container.

STEP 3. Float another Horizontal Container onto the Dashboard. We are going to put our Button objects in there.

Showing selections with formatting

STEP 4 (OPTIONAL). For the Dashboard you are currently on, format the Text object to make it visually stand out. This helps the users know which Tab they are on. This isn’t necessary; just my personal preference.

STEP 5. Place your Button objects into your container. Place the same number of buttons as text objects.

Configure the button objects

STEP 6. Configure your buttons. Right-click on your Button object and click edit. In the “Navigate to” option, select the dashboard you want to navigate to when the button is pressed. Next, you need to select an image for your button. *The Trick* is to use a transparent PNG image. You can create one in PowerPoint or search for one online. It is just an image of nothing, so your Text labels will be seen behind them.

STEP 7. Drag the Horizontal container with the Buttons over the Text object container. Use the Layout pane to ensure they are the same height/width and in the same X / Y positions so they overlap exactly.

STEP 8. Repeat the steps above for each dashboard in your navigation. I like to write down the heights/widths and X / Y positions of the containers and put them in the same place on the other dashboards. This gives it a seamless look when navigating between dashboards.

HOW TO TEST: If you don’t want to publish to Tableau Server / Tableau Online / Tableau Public to test your navigation, on Desktop you can put the dashboard in presentation mode and use the buttons there. You can put a dashboard (or any sheet, for that matter) into presentation mode by clicking the projector icon in Tableau Desktop’s toolbar.

Pixel perfect bonus

PIXEL PERFECT BONUS: If you want to create a seamless border around your tabs, float a Text Object over the bottom border and give it the same background color as the “tabs” you’ve created.

Adding the text object for a seamless appearance

After adding the text object and matching the colors

Here is how my final Sales dashboard looks after adding my seamless navigation bar built with Tableau’s Button object.

After navigating to a second dashboard, the user gets a smooth web-like experience.

While we don’t yet have a “Navigation” object, this workaround is closer. It’s a few steps and a bit time-consuming, but I’ve found it to be much more intuitive for end users. It gives a modern look, and the dashboards transition much smoother with the buttons than the Dashboard Action method.

Happy Navigating!
– Rody