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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.
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.
First, let us create 3 worksheets using Global Superstore data:
And finally, combine them to form a dashboard like this:
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:
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.
Now, 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:
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.