How to use Tableau Actions on your Dashboard

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VIDEO DESCRIPTION:

0:59 Lesson Start - Simple Action Filter Example
7:33 Custom Actions and Behaviour
15:53 Highlight Action Filter
17:26 Go to URL
18:42 Go to Sheet
22:08 Change Parameters
22:13 Change Sets

Tableau and Business Intelligence (BI) Tools in general wouldn't be where they are today if its wasn't for dashboard interactive-ness which in Tableau are called Actions.

In particular, the behaviour where you click on a graphic such as a bar chart, it will cause filtering or changes in the remaining visualizations giving you the ability to explore the data on the fly.

In Tableau there are 7 general types of Actions:

1. Standard Action - Use as Filter
This is the easiest to setup as its a single click of the mouse. It will let you very quickly introduce action filtering across the whole dashboard.

2. Custom Actions - Ignore Filter, Target/Source Sheets, Click Behaviour.
This is when you want to introduce very specific behaviour to your actions by controlling where an when it activates and under specific conditions giving a much more designed user experience rather than general filtering actions.

3. Highlight
By click on one interaction it will highlight corresponding values in another viz but not filter our parts which do not meet the filter. This is great when you want to see values in context.

4. Go to URL
Upon clicking a sheet, Tableau will direct you to a Webpage of your choosing. It can be as simple as Google or as complex as a Tableau Online/Server dashboard or your company intranet pages.

5. Go to Sheet
This is great for when you want to go to another sheet in your workbook for further information. In the professional world, the main reasons for doing this is you want further information to be easily accessible but not be present on the main summary page.

6. Change Parameter
Getting into more complex actions now, this action can actually alter parameters. Parameters in itself is a huge subject and you can use them for all sorts of things; calculations, visualizations, group controls and more.

7. Change Sets
Sets in Tableau refer to a collection of values being in or out of a set. IN the context of actions, you can control what goes in or out of an action on the fly. Subsequent calculations and visualizations connected to that set will also alter themselves again allowing you dive deeper in your data.

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[fantasytalker]

this has helped so much with a reporting I have to complete next week. THANK YOU SO MUCH.

[adithyavenkat]

The only reason I started watching ur channel is… u just look like a twin of my best friend…. But ur just amazing… its good actually very good… keep posting buddy…

[DougHall]

Hi Jed. I've just stumbled upon your channel. Your style (and speed) are spot on for learning. Thanks for sharing your work with us! Cheers, Doug.

[gabonicabas]

Awesome.
Thanks so much for sharing and your explanations.

[Sinam-Tedhe-Medhe]

Hello Jed,

How can I add different hyperlink to different candle ?

Now you showed here, for each candle only Google gets open.

I want for each candle it should open different link.

Could you please reply to this question.

I really need this.

Thank you for your response.

[TravisTraps]

Hello Jellyman!! Is it possible to use an Action Filter (selection) to update a local single selection drop filter? Like the standard filters that Tableau generates don't update the text when I use a map or something like this for an Active Selection. Is there any way to sync these two?

[pragatigawadgawad]

Hi ! I have a query.


There are 4 different product levels - Category, Sub category, Brand and Sub brand. All the values within each of these columns would be displayed like a tree structure (where will be showing $, chg vs ly ) . I will have a pie chart showing $ share contribution below.



Now, I want to build a functionality where if user clicks on any of the value in tree, the pie chart should show $ share contribution one level below. Ex, if user clicks Cereal as a category value then the pie chart should show all the sub categories with Cereal category. If user clicks Granola as a subcategory then the pie should show all the Brands within that.



How can I do this?

[barbaridoz]

Definitely love having Kebab and HSP at midnight! Btw, I am starting a data visualization business. It would be great if you can give me some advice! Let me know if I can contact you personally :)

[soulrider]

We will be interested to know the advance features

[christianhowarth]

@jellyman you are my hero! My dashboards are now stringed with different filters ( =. Very important question for you... where is the "clear all filters" button or how do I make one?

[shoppersdream]

I came to your video because you always have an Exercise File. Where is the File for this Video? Thanks

[asyakatanani]

Actions work in sheets as well... not only in dashboards...

[narendrababu]

How to switch dashboards using dropdown

[frankdo]

you go like lightening ... if you could slow down just a bit, it would be perfect .. thanks.