Book Image

Tableau 10 Complete Reference

By : Joshua N. Milligan, Tristan Guillevin
Book Image

Tableau 10 Complete Reference

By: Joshua N. Milligan, Tristan Guillevin

Overview of this book

Graphical presentation of data enables us to easily understand complex data sets. Tableau 10 Complete Reference provides easy-to-follow recipes with several use cases and real-world business scenarios to get you up and running with Tableau 10. This Learning Path begins with the history of data visualization and its importance in today's businesses. You'll also be introduced to Tableau - how to connect, clean, and analyze data in this visual analytics software. Then, you'll learn how to apply what you've learned by creating some simple calculations in Tableau and using Table Calculations to help drive greater analysis from your data. Next, you'll explore different advanced chart types in Tableau. These chart types require you to have some understanding of the Tableau interface and understand basic calculations. You’ll study in detail all dashboard techniques and best practices. A number of recipes specifically for geospatial visualization, analytics, and data preparation are also covered. Last but not least, you'll learn about the power of storytelling through the creation of interactive dashboards in Tableau. Through this Learning Path, you will gain confidence and competence to analyze and communicate data and insights more efficiently and effectively by creating compelling interactive charts, dashboards, and stories in Tableau. This Learning Path includes content from the following Packt products: • Learning Tableau 10 - Second Edition by Joshua N. Milligan • Getting Started with Tableau 2018.x by Tristan Guillevin
Table of Contents (20 chapters)
Title Page
About Packt
Contributors
Preface
8
Deeper Analysis - Trends, Clustering, Distributions, and Forecasting
Index

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 navigating...