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Why Do You Need Actions In Tableau?

Published on Jul 24,2019 131 Views
Vishal is a technology enthusiast working as a Research Analyst at Edureka.... Vishal is a technology enthusiast working as a Research Analyst at Edureka. He has expertise in domains like Big data, Machine Learning,Statistical Analysis and...

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Tableau has taken Business Intelligence industry by storm and it is one of the best tools for Data Visualization. This article explains an important Tableau concept that is Actions In Tableau. Following pointers will be covered in this article,

If you want to brush up some Tableau basics, which I recommend you to do before going ahead with this Actions in Tableau tutorial, take a look at this article.

So let us get started quickly,

Why do you need ‘Actions’ in Tableau?

Well, by using Actions in Tableau, you bring interactivity to your data. Be it a dashboard or worksheet, users are redirected to specific Actions that you set up by merely hovering or clicking in your viz.

We will now learn about some Actions,

Tableau Actions

First, let us create 3 worksheets using Global Superstore data:

  • Month wise Profit & Sales
  • Country wise Profit
  • Category wise Sales & Profit
  • Also, drag and drop ‘Web Page’ from Objects pane present at the left and click Ok. (I’ll tell you why we doing this later)

And finally, combine them to form a dashboard like this:

Sample Dashboard - Actions In Tableau - Edureka

Now we will use Actions one by one.

When you are on your Tableau dashboard, you can open the Actions Dialog Box by clicking on Dashboard>Actions, or by simply pressing ‘Ctrl+Shift+D’. You will see this dialogue box:

Action Tab - Actions In Tableau - Edureka

Let us see how can we use some filters,

Using a Filter Worksheet on Tableau Dashboard

You can use any worksheet as a filter to your dashboard. When the user selects a given parameter on a worksheet, then the whole dashboard gets filtered according to the selected parameter.

  • Click on Add Actions> Filter
  • Give a name to your filter to avoid confusions. I have given the name as ‘Market – Filter’
  • Select the source sheet which you want to use as a filter to the dashboard, I am using Category Wise Sales & Profit
  • On the right pane, choose Run action on ‘Select’
  • Choose the target sheets, in general we choose all the sheets of Dashboard here, but you can choose according to your requirement.
  • These sheets will get filtered out when the user chooses the parameter on Source Sheet. (Here the source sheet is: Category Wise Sales & Profit).
  • Click ok and close the Actions dialogue box.

Actions - Actions In Tableau - EdurekaNow, when you click on Asia Pacific, you will see that all the sheets on dashboard are showing values relevant to Asia Pacific. This is very useful and interactive filter as it gives end user the ability to filter out the worksheet from Visualization itself.

What if you want to redirect the user to a specific webpage when he/she clicks on a particular field?

This can be easily done using Actions in Tableau.

Here, I am taking an example of opening a Wikipedia page of a specific country chosen by user on map.

This can be easily done following these steps:

  • Open Actions dialog box (use Ctrl+Shift+D) and click on ‘Add Action’.
  • Give a name to the link, and select the Source Sheet which consists of map or name of the country, according to your visualisation.
  • In general, the Wikipedia URL for different countries is: https://en.wikipedia.org/wiki/<Country Name>

As in https://en.wikipedia.org/wiki/India

  • Paste a general URL like https://en.wikipedia.org/wiki/ and then click on Arrow, now choose a field according to which web page should be changed. I am choosing Country here. Notice that the URL is now changed to https://en.wikipedia.org/wiki/<Country>
  • You can test this link by clicking on ‘Test Link’. If it works, then you are good to go, if not, kindly recheck the general URL.
  • Choose ‘Web Page Object’ as URL Target. You can choose either the first or last option if you wish to redirect the user on a browser, instead of restricting him to dashboard.
  • Now click Ok and close the Actions Dialog box.

Actions - Actions In Tableau - Edureka

When the user clicks on any country on map, the Wikipedia page of that country shows up:

These are the most commonly used Tableau Dashboard Actions. We shall always try to build an interactive and informative dashboard as much as we can, and Actions surely play a vital role in bringing interactivity to your sheets.

This brings us to the end of this article on Actions in Tableau. If you wish to master Tableau, Edureka has a curated course on Tableau Training & Certification which covers various concepts of data visualization in depth.

Got a question for us? Please mention it in the comments section of this article and we will get back to you at the earliest.

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