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Learning Tableau 10

You're reading from   Learning Tableau 10 Business Intelligence and data visualization that brings your business into focus

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Product type Paperback
Published in Sep 2016
Publisher Packt
ISBN-13 9781786466358
Length 432 pages
Edition 2nd Edition
Languages
Tools
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Author (1):
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Joshua N. Milligan Joshua N. Milligan
Author Profile Icon Joshua N. Milligan
Joshua N. Milligan
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Table of Contents (12) Chapters Close

Preface 1. Creating Your First Visualizations and Dashboard FREE CHAPTER 2. Working with Data in Tableau 3. Moving from Foundational to More Advanced Visualizations 4. Using Row-Level, Aggregate, and Level of Detail Calculations 5. Table Calculations 6. Formatting a Visualization to Look Great and Work Well 7. Telling a Data Story with Dashboards 8. Deeper Analysis – Trends, Clustering, Distributions, and Forecasting 9. Making Data Work for You 10. Advanced Visualizations, Techniques, Tips, and Tricks 11. Sharing Your Data Story

How actions work


In Tableau, an action is a user-initiated event that triggers a response from Tableau. You've seen a few examples of actions used in dashboards. We'll now consider some details of how actions work in Tableau.

Tableau supports three kinds of action:

  • Filter actions: The user's action causes one or more filters to be applied to one or more views

  • Highlight actions: The user's action causes specific marks and headers to be highlighted in one or more views

  • URL actions:The user's action causes a specific URL to be opened (either in a browser, a new tab, or in an embedded web object)

Certain actions are automatically generated by Tableau based on shortcuts. For example, you can select Use as Filter from the drop-down menu of a view on a dashboard, resulting in an automatically generated filter action. Enabling highlighting using the button on a discrete color legend or from the toolbar will automatically generate a highlight action:

You can also create or edit dashboard actions by...

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