Here is a quick tip for everyone who uses hyperlinks in their Tableau workbooks but wants them to be short and neat. This may especially be useful for the #MakeoverMonday community as we ask people to state the data source information on their published vizzes and we always provide a link to the data source on our website.
There are a couple of options for including hyperlinks and taking the viewer to the relevant website.
- Add a text box to your viz and paste the full hyperlink into it
- Add a calculated field containing the relevant text you want to display in a worksheet, then add the worksheet to your viz/dashboard and add a URL action
- Use a transparent image and float it on top of the text, image or area of your viz that you want to link, then add a URL action to the transparent image
For the purpose of this blog, I will explain option 2, because I think it will be most useful for people.
How to do it
- create a new calculated field which contains the text you want to display. For this example, I will use my Twitter handle @TriMyData
- drag your newly created dimension onto a new worksheet as Text
- format the text so it will be easily recognised as a hyperlink: font colour #0000EE, underline
- add the worksheet to your dashboard (e.g. at the bottom as a footer)
- remove tooltip and command buttons from the worksheet
- add a URL action using the relevant hyperlink