,&cbp=12,20.09,,0,5&layer=c. What does it mean that the Target Filters is set to 'All Fields'? Pretty neat! The other is by building in interactive features into the dashboard that people can play with to start changing the views of the data. All rights reserved, Applies to: Tableau Desktop, Tableau Online, Tableau Server. limited data sources (Excel, Access & text files only) limited number of rows (10m I think) limited to how you share (i.e. That last use case, showing NBA players images, was pretty cool so I'm going to continue with it. So resize your Web Object until no magnifying glass appears on hover. They may be used by those companies to build a profile of your interests and show you relevant ads on other sites. Of these three Dashboard Actions have become my favourite as they are probably the most flexible and offer the most immersive experience. Go to URL. In the Actions dialog box that appears, click the Add Action button to display the types of actions you can add. I use that one a lot, for example to highlight the locations here. Well you have 'Run action on' options Hover and Menu. So you can use a highlight action instead, but what if you add a highlight filter and select two players, which is which? Dashboard actions that conflict or do contradictory things will be very confusing, and  just because you can add in loads of interactive functionality doesn't mean you should. Actions (Tableau Desktop only) Highlight data based on criteria that you define. If you click on the treemap, it will filter as per normal. Additional Information Tableau themselves provide a good run down of how to build in Dashboard Actions here Go to Sheet. This is accomplished in three primary ways: Quick Filters, Parameters and Dashboard Actions. Tableau Public can be used to open local workbooks or workbooks on Tableau Public.  - Filter What are the other options presented in the filter action dialog box? Its a simple viz but there is quite a bit of interactivity delivered without the use of quick filters or parameters. Here's what you do. Hover and click around and you will soon get a feeling for how these actions operate: This one is my personal favourite, as seen in a whole bunch of my Tableau Public vizes like. There are three types of dashboard action: Cause Tableau Server and Tableau Public handle action filters differently. © 2020 Tableau Software, LLC, a Salesforce Company.All Rights Reserved. Tableau Public Resolution After publishing the workbook to Tableau Public, Navigate to the workbook and click "Edit Details" Select "Show Sheets as Tabs". Notice how when seen through server, the menu option is actually a hyperlink that pops up when you hover over a point to reveal the tooltip. On the view's shortcut menu, choose Use as Filter. Create hyperlinks to external resources, such as a web page, file, or another Tableau worksheet. Things get a bit squished and there are inevitable scroll bars. How to Use Tableau Parameter Dashboard Actions. For more information, see Keyboard Shortcuts. This can be through filtering, highlighting or using set values etc. The data size here isn't massive so the load time won't be too different, but see what you think of the functionality.,&cbp=12,20.09,,0,5&layer=c. Here's how you set this up. To do that, create a new work sheet which includes a single field, a calculated field that contains only text. You can then add this to a datasource (say an Excel file), either the main data source or a look up table you can blend on. Here's how you use the different types of actions: Filter. As you probably can tell by now, I really enjoying building data visualisations in Tableau. Dashboard actions can also be used to move between dashboards, either filtering data on the way, or simply moving from one to the next. So its important to note that the fields you use to drive the URL don't have to be in the view, BUT they do have to be 'in play'. It will probably take a long time to load via Tableau Server and people are going to get bored waiting for it. In Tableau Desktop, any URL picture will automatically resize to the size of the Web Page object you have inserted in the dashboard, like this: See the tiny little Kevin Durant? Add additional actions to the dashboard. Embed YouTube Videos in a Dashboard. 2. Text that changes to go along with your image:, Change Parameter. For example, when linking to more product details, a good name could be “Show … Editor's Note: This is a repost of an article by Peter Gilks on his blog, Paint by Numbers. After clicking anything on a viz which should trigger a dashboard action causes the following to appear: The only other consideration with this is how the action is triggered. If you want to add an action driven web-page, simply drag and drop the Web Page object into the dashboard and leave the space for the URL blank. Use your opens in a new window) account to sign in. Secondly, note in the right hand dialog box that it defaults to. Tableau is brilliant software, but we will not be able to engage others in our work if each viz keeps crashing when trying to use it. This will speed up the load time dramatically, especially on big data sources. How to reset Filter Actions and/or filters on a dashboard to include all values with one click. Version 2019.2 of Tableau brings us this incredible new feature and I’m very excited about it. Head Coach - The Information Lab Data School • Tableau Zen Master Hall of Fame Tableau user since April 11, 2007. In August 2009, I launched, which provides examples of data viz best practices, methods for improving existing work, and tips and tricks with Tableau. How to action filter when using set/parameter action drill-downs in Tableau I really like set and parameter action drill-downs on a dashboard – when used well, they can help to add granularity to the data specific – user-selected – categories, where adding all of the data would overwhelm and dilute the original message. Publishing as tabs works around this difference. We will now learn about some Actions, The (generated) lets you know it was created by clicking 'Use As Filter'. So the thing to do is to have that table empty at first, and then to show the detail only when a filter choice is made. Highlight. Any sure? Please try again. There are 5 different hover driven dashboard actions built into this single viz, can you find them all? Need to purchase additional licenses of Tableau? These cookies may be set through our site by our advertising partners. It can end up looking something like this: Here's a little dashboard NBA player dashboard utilizing the URL action: IMPORTANT NOTE - you can only have one of these type of objects per dashboard. There was an error submitting your feedback. Copy that URL into your browser and try changing 'lebron' to 'kevin' and 'james' to 'durant'. Start making a 'Filter' dashboard action as per use case 1, but this time point to a DIFFERENT dashboard as the target sheet. BUT Tableau Server does not auto-resize the image, and so you will be left with an ill fitting picture that requires scrolling, like this: An easy way to spot if this will happen is to, when in Tableau Desktop, hover over the image. Custom Dropdown with Parameter Actions & Show/Hide Container November 16, 2019 Lindsey Poulter In my 2019 Tableau Iron Viz entry, I wanted the end user to be able to select a brand to… Tableau action is a dashboard action which is an interactive element on a Tableau dashboard that is driven from within the worksheet. Data blending can be pretty cool, its a great way of bringing together disparate data sources and data types in Tableau without the need for any additional software or ETL work. And you want to click on a player on the bar chart to see where they appear on the scatter plot: Well what you don't want to do is just add a filter, or this happens! But if the field names are different it won't work, so you NEED to use 'Selected Fields' AND make sure you are pointing to the OTHER data source: Now this is great, but the downside is that most of the time, whole web pages look pretty crappy inside dashboards. Be it a dashboard or worksheet, users are redirected to specific Actions that you set up by merely hovering or clicking in your viz. Now when you select some marks on that bar chart, the respective names show up on the scatter plot. Easy, you can just show the whole table and then add a regular quick or dashboard filter right? Something like this: Then bring that into the second dashboard and add a basic dashboard action, based on the field you filtered on, like so: Because that field (in this case Team) doesn't exist in the 'show all' sheet, clicking the dashboard action will clear the filter, and any further clicks will have no effect.