The below blog is from Kate Crawford from the Information Lab. Her blog is located here!
Advanced Tables, or Fancy Tables as the Tableau Community calls them, are a formatting method for customizing row / column labels.
Use this technique when you...
Can't Edit Aliases for field labels
Create buttons with sets and / or parameters
Format dimensions with the marks shelf
Follow these steps to display lots of information, without a wall of text.
Your viewers will thank you!!
Result
To follow-along:
Connect to Sample Superstore
Add two blank worksheets, one for [Tableau headers] and one for [Table Rows].
Create a calculation for placeholders
Tableau worksheets can render multiple axes by added multiple measures to the Columns or Rows Shelf.
These axes can be customized using the Marks Shelf.
For Table Headers, we will create our own measure and add formatting to make it look like a field label.
Copy/Paste this calculation:
\\Table Header
MIN(0)
Drag the Placeholder Calculation into the view
Four columns created using a MIN function calculation. The value is set to zero, so it centers the mark to a middle position on each axis. Adjust the MIN(<value>) and edit the axis range to reposition content.
Add content to the marks shelf
Click on each placeholder axis to pop open its mark shelf.
We will need to add values and format based on what we want to show (table headers, dimension, or measures as bars / shapes).
For Table Headers
Change the Mark Type to Text
Double-click the empty space on the Marks Shelf to create a blank pill.
Type in double quotes ("") to convert the blank pill to a String value.
Type in the field label (i.e. "Name")
For Row Measures:
Change the Mark Type to a Bar or Shape
Drag the Measure Value (green pill) onto the Marks card as a Detail
Format as desired.
3.Add sheets to the dashboard
Using a vertical container:
Drag Table Headers Sheet
Drag in Table Rows Sheet
Set them both to Fit Width
If the table is scrollable, add 16px right-outer padding to the table header layout
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