#Ryan sleeper tableau public how to
Learn how to build Go to URL actions from scratch. Go to URL actions: leverage a data point on a sheet to open a web page or URL with the ability to customize the URL with marks, values, parameters, or data points.
Learn how to build advanced highlighting actions.
Highlight actions: leverage one data point on one sheet to highlight other data points on different sheets. This method is similar to a quick-filter but can be more targeted and enabled through users interacting with a worksheet. Filter actions: leverage worksheet marks to pass data from one worksheet to another. Here are the variety of action filter types as of 2/2020: Tableau continues to roll out new ways of leveraging action filters. For additional information on how to build an action filter from scratch, view this documentation. Overall, action filters are a solid way of creating advanced interactive dashboard features and improve user experience. In general, an action filter sends information from a selected mark to another sheet with related information, hence source sheets and target sheets. Tableau Dashboard action filters are a relatively easy way to send information from one worksheet to another or one dashboard to another dashboard. Exclude all values - this clears the entire target sheet, meaning that it won’t pop up unless you execute another dashboard action. Show all values - this will revert back to the dashboard’s original view as if the action had never happened. If you filtered “Sheet Two” by a click on “Sheet One,” the filter on the second sheet will stay in place. Leave the filter - this option leaves the last action that occurred in place. Under those options, you’ll see “Clearing the section will:,” which lets you choose what happens when the dashboard action gets cleared (which you can do by clicking on escape). Menu - for example, hovering over the source sheet causes a menu of dashboard actions to appear, and clicking on one of them will execute the action on its target sheet. Select - for example, clicking on the source sheet causes the action to take place on its target sheet. Hover - for example, when you hover over the source sheet, that action will take place on its target sheet. In the top right corner, you’ll see options for “Run action on” - here’s what each option means: Remember the examples above? “Source Sheets” and “Target Sheets” are “Sheet One” and “Sheet Two,” respectively. You’ll also see “ Target Sheets,” which shows each sheet where the action will take place. Towards the bottom, you’ll see “ Source Sheets,” which shows each sheet that the new dashboard action will get added to - you can select any sheets you want for the action you’re creating. URL - for example, when you click on “Sheet One,” the action will open a URL either in a browser or as a dashboard component.Īfter choosing the action type, you’ll see a new screen where you can add the logic to your dashboard action. 
Highlight - for example, when clicking on “Sheet One,” “Sheet Two” will get highlighted by what you clicked on “Sheet One.”.
Filter - for example, you can make it so if you click on “Sheet One,” “Sheet Two” will get filtered to what you clicked on “Sheet One.”.You’ll be prompted to add the action, and you’ll have three options to choose from: To set up a new dashboard action, you’ll navigate to “Dashboard > Actions” at the top of the Tableau navigation bar from any dashboard view. They are extremely useful, and luckily, dashboard actions are very intuitive to set up. Tableau dashboard actions let you add logic to the dashboard components to create actions elsewhere. They give you a way to transfer the control of the analysis to your end-users, which is critical in data visualization to help allow discovery for your users and also to make it easier to find and retain insights.įirst, we’ll go over the basics of Tableau dashboard actions. Dashboard actions, parameters, and filters are some of the best tools you can use in Tableau.
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