Hover – Example: If you hover over the source sheet, the action will take place on the target sheet.The “Target Sheets” list also shows all of the sheets in the dashboard, but these are the sheets where you want the action to take place.įrom here, there are a few options for your dashboard actions.įirst, you can have the action execute on three different interactions (pictured in the top right corner of the dialog box): Any sheets selected in this list will cause the dashboard action to execute. The “Source Sheets” list shows you all of the sheets you have on the dashboard where you are adding the action. Once you choose which type of dashboard action to add, you are taken to a new screen where the logic for your dashboard action is coded: URL – Example: If you click on sheet one, open a URL (this can either be opened on a webpage dashboard component or in a new browser window).Highlight – Example: If you click on sheet one, sheet two will be highlighted by whatever you clicked on sheet one.Filter – Example: If you click on sheet one, sheet two will be filtered to whatever you clicked on sheet one. To set up a dashboard action, navigate to Dashboard > Actions in the top navigation from any dashboard view.Ī dialog box will appear, and when you click the button “Add Action >” in the bottom left corner, you will be presented with three options for the type of dashboard action that you want to add: If you think about dashboard actions this way, their setup is very intuitive in Tableau. If you’re comfortable with the concept of dashboard actions, feel free to jump down to our first tip, Tableau Dashboard Action 1: Use Every Sheet as a Filter.ĭashboard actions in Tableau allow you to add logic to dashboard components that create actions somewhere else.įor example, you can add logic that says, “If a user clicks on Dashboard Sheet 1, I want something to happen on Dashboard Sheet 2.” A Primer on Tableau Dashboard Actionsīefore we share our three ideas on how to use dashboard actions, here’s a quick primer in case you are not familiar with this functionality. In this post, we will share three different ways to leverage dashboard actions to improve your user experience. This is critical in data visualization because it helps you allow discovery for your users and makes the insights they find easier to retain. Digital Analytics Platform Implementationĭashboard actions, filters, and parameters are three of the best tactics to use in Tableau because they provide a way to transfer control of the analysis from you to your end users.All of the best Tableau Prep tutorials listed tout a minimum of 5,000 views. All of the videos here are free to access and feature guidance from some of the top minds and biggest brands in the online learning community. As a result, our editors have compiled this list of the best Tableau Prep tutorials on YouTube to help you learn about the platform and hone your skills before you move on to mastering it. Learning Tableau Prep can be a complicated process, and it’s not easy to know where to start. Tableau connects to hundreds of data sources and is available on-prem or in the cloud. The company’s analytic software portfolio is available through three main channels: Tableau Desktop, Tableau Server, and Tableau Online. Tableau’s drag-and-drop interface lets you visualize any data, explore different views, and even combine multiple databases simply. It features powerful data discovery and exploration capabilities that allow users to answer questions about data. Tableau is one of the most widely used business intelligence and data analytics platforms in the world. This list of the best Tableau Prep tutorials on YouTube will introduce you to one of the most popular data preparation and analytics solutions.
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