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Inserting show / hide buttons for filters

Inserting show / hide buttons for filters

Owned by Katie Conroy
Last updated: 07 Jun, 2024
2 min read

Instructions on how to configure filter show / hide functionality.

This functionality is contained in the Tableau template and can be copied as a dashboard item and pasted into another report.

Aim: 

To create a sub set of filters which can be shown or hidden depending on user preference. 

Clicking on these arrows can show or hide filters relating to ‘Student Details’ and ‘Institution Details’ etc

Step by step guide:

  1. Insert a horizontal container into the filter menu on the left hand side (to blue panel). Eventually this will contain both you filter category title and the show / hide button

  2. Add a text box to this horizontal container and type in the filter category title such as ‘Student Details’

  3. Immediately below the horizontal container, drag in a vertical container. This will house all of the filters you want the show / hide button to control

  4. Click on the newly added vertical container and using the drop down arrow that appears in grey ‘Rename Dashboard Item’

    1. Make sure you name your containers something descriptive, unique and memorable to make the upcoming button configuration as easy as possible

  5. After renaming, select the vertical container again and this time select ‘Add show / hide button’ from the drop down menu

    1. This will insert a floating show / hide button into the dashboard

  6. You can now add relevant filters to the vertical container

  7. Edit the floating button and configure as follows: 

    1. Set Button Style to Text as opposed to Image

    2. Select the container you want to to influence by searching for your named vertical container in the drop down menu

    3. When ‘Item shown’ is selected add ‘Click to hide filters’ into the tooltip

    4. When ‘Item hidden’ is selected add ‘Click to show filters’ into the tooltip

    5. Add the arrow into the Title using the following set of characters:

      1. When set to ‘item shown’ use: (copy and paste this shape)◢ and set to wingdings 3 font size 11

      2. When set to ‘item hidden’ use: (copy and paste this shape) ▸and set to wingdings 3 font size 26

  1. Select the newly formatted button and deselect ‘Floating’ from the drop down menu

  2. This button can now be dragged into the original horizontal container next to the filter category title

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