All tagged Tableau Dashboard Actions
How do Tableau URL Actions work? Let's dive into how they work, what they can do and some creative ways you can customize them.
URL Actions in Tableau provide the ability to generate open a tab in a browser based on a user selection. There are loads of ways to set them up too. You can reference a full URL field from your data source, you can append a field to the end of a static URL slug, heck you can even generate a form email from within Tableau using fields in your data source!
Do you want to show and hide sheets on your dashboard with only a click? Dynamic Zone Visibility lets you do exactly that. This is far more dynamic than filter actions, as we can show or hide any number of sheets and their elements from a single interaction.
There are a few key steps to getting this right, so follow along to see how to implement this into your dashboards too!
Tableau's Dashboard Actions are powerful tools that we can use to add significantly increased levels of interactivity to our dashboards. Interactive dashboards are part of what makes Tableau such an engaging product for our data analysis.
Of all the actions in Tableau, Filter Actions are some of the most common and useful. They allow us to click on one worksheet and filter another, or filter a worksheet on another dashboard entirely!
Navigating around the dashboards you’ve built can be difficult. How do you build a good homepage? How can you easily toggle from one dashboard to the next without it feeling clunky? Is it even possible for Tableau dashboards to feel easy to navigate?
In today’s video, we answer all those questions. We’ll build a great homepage that allows you navigate to all your dashboards, using icons and buttons. We’ll create dropdown, hamburger menus and a home button to help your users navigate to other dashboards, or go straight back to the homepage.
These skills can make your dashboards feel slick, professional, and user-friendly!
Users love text tables. No matter how much we steer them toward data visualizations that do a better job of exposing patterns, outliers and areas of interest, many users are still most comfortable viewing data in a table.
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One of my favorite solutions is to have the text table expand / appear when users make a selection and collapse / disappear when they deselect a value.
I recently learned something crazy about Tableau. If you add a total to your worksheet and then try to filter another worksheet by selecting a total value, it doesn’t work! Maybe you’ve experienced this too and thought you were crazy. The unexpected solution to this problem is to add a separate total worksheet to a dashboard to use as a filter action. Tableau’s own documentation recommends this.
I was working on a project recently and wanted an image in the dashboard to switch based on user selection. I remembered a colleague doing this six years ago and for the life of me couldn’t figure out how until checking out this section of the Tableau community forum.
Highlight actions provide a powerful way to tie together related information in Tableau dashboards.
URL actions open up a new world of possibilities in Tableau dashboards. You can link to a URL field, look up a data point of interest, or even create an action that creates an email form. URL actions have been used to successfully linked sales opportunities to Salesforce, link furniture companies to their products on the web and generate emails to further discussion about data points of interest.
