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Learning Tableau

You're reading from   Learning Tableau Leverage the power of Tableau 9.0 to design rich data visualizations and build fully interactive dashboards

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Product type Paperback
Published in Apr 2015
Publisher Packt
ISBN-13 9781784391164
Length 340 pages
Edition 1st Edition
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 (13) Chapters Close

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

How actions work


You saw 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 actions:

  • Filter actions

  • Highlight actions

  • URL actions

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 on the toolbar will automatically generate a highlight action.

You can create or edit dashboard actions by navigating to Dashboard | Actions from the menu. Let's consider the details of each type of action.

Filter actions

Filter actions are defined by a source sheet(s) that passes one or more dimensional values as filters to target sheets upon an action. Remember that every mark on a sheet is defined by the unique intersection of dimensional values. When an action occurs involving one or more...

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