Book Image

Getting Started with Tableau 2018.x

By : Tristan Guillevin
Book Image

Getting Started with Tableau 2018.x

By: Tristan Guillevin

Overview of this book

Tableau is one of the leading business intelligence tools used worldwide, in organizations of every scale. In its latest release, Tableau 2018 promises richer and more useful features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2018.x will get you up and running with these features. The book starts with all the new functionalities of the different Tableau 2018 versions, along with concrete examples of how to use them. However, if you're new to Tableau, don't worry! The rest of the book will guide you through each major aspect of Tableau with examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and share it online. In the final chapters, you'll also learn advanced techniques such as creating a cross-database join, data blending, and more. By the end of the book, you will have a firm understanding of how to effectively use Tableau to create quick, cost-effective, and business-efficient business intelligence solutions.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell
Contributors
Preface
Free Chapter
1
Catching Up with Tableau 2018
Index

Dashboard Actions


Actions are the more common way to add interactivity in Tableau, as well as being the easiest way. Actions have at least one Worksheet as a Source, and a Target (except for URL actions). Depending on the Action type, the target can be another Worksheet, a Dashboard, a Field, or a Set.

Note

You can also add Actions on Worksheets directly. Most of the time, Actions are used to create interactions between the Worksheets in a Dashboard. Anyway, the features are the same.

There are three ways to trigger an Action:

  • Hover: Just put your mouse over a Mark, and the Action is triggered.
  • Select: The Action is triggered when you click on a Mark.
  • Menu: A link is added at the bottom of the tooltip when clicking on a Mark, but the Action is only triggered if you click on that link. The text of the link can be customized.

You'll find the option to add an Action in the top menu, among the other Dashboard options. When you click on Actions, a new window opens where you can add different types of...