12 April, 2021
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Deleting a sheet removes it from the workbook You can delete the active sheet by right-clicking the worksheet or dashboard tab along the bottom of the workbook and selecting Delete Sheet. Worksheets used in a dashboard cannot be deleted, rather you can hide the worksheet.
Tableau is a leading business intelligence tool that helps business growth. It is easy to deploy, highly scalable, and has an efficient framework performance. Here, we will explore how to hide, delete, and show worksheets in Tableau.
In Tableau, a workbook contains sheets. A workbook can have different types of sheets. It can be a worksheet, a dashboard, or a story.
Dashboard: It is a collection of views from multiple worksheets. The sidebar has the Dashboard and Layout panes.
Story: It has a sequence of worksheets or dashboards that work together to convey information. The sidebar has the Story and Layout panes.
We can create many sheets in a workbook. There are many ways to create new sheets. To create a new worksheet, dashboard, or story:
The New Worksheet button.
To rename a new worksheet, dashboard, or story:
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The steps to hide the entire dashboard or a story’s sheets are:
Select Hide All Sheets.
The steps to unhide the entire dashboard or a story’s sheets are:
Select Unhide All Sheets.
The steps to hide an individual sheet are:
1. Search for the sheet in the bottom tabs of the dashboard screen. If you’re viewing a dashboard or a story, search in the Sheets list on the left.
2. Right-click the sheet name and select Hide Sheet.
The steps to hide an unselected sheet are:
Click the Add Action button, and select Filter.
Under Run action on, click Select.
Choose Map for the source sheet and sheet the sheet (s) you want to hide for the target sheet.
Under ‘clearing the section will’, select Exclude all values.
Click OK to close the dialogue boxes.
(Optional) Right-click the title of the hidden sheets, and select Hide Title.
These steps will leave a blank space for the hidden sheets until a selection is made on the Map sheet.
The steps to unhide an individual sheet are:
1. On the bottom of the screen, click the tab for the dashboard or story that contains the sheet. Grid and book icons, respectively identify dashboards and stories.
2. Right-click the sheet from the list on the left.
3. Uncheck the Hide Sheet checkbox.
Following are the steps to hide or unhide fields in the Data window.
To change fields from hidden to visible: Select Show Hidden Fields on the data window menu.
To unhide a field: The hidden fields are greyed out in the data window. Select one or more hidden fields > Right-click > select Unhide.
To hide all unused fields: Select Hide All Unused Fields on the Data window menu.
There are two options to go from a dashboard or story to a sheet:
1. On the dashboard, select the item that shows the hidden sheet. Click the drop-down arrow in the top left or right corner. Select Go to Sheet.
2. In the Sheets list, click the icon to the right of the sheet name.
The steps to go from a sheet to dashboards and stories are:
When you click a dashboard filter and all the sheets are greyed out, and you are unable to view further data, remove the highlight action to resolve the issue. To do this, follow these steps:
Select the relevant Highlight Action.
Uncheck Targetsheets where the data is greyed out.
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