Book Image

Learning Tableau

By : Joshua N. Milligan
Book Image

Learning Tableau

By: Joshua N. Milligan

Overview of this book

Table of Contents (18 chapters)
Learning Tableau
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
8
Adding Value to Analysis – Trends, Distributions, and Forecasting
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...