Create or edit a filter action
Do either of the following:
On a worksheet, select Worksheet > Actions.
On a dashboard, select Dashboard > Actions.
From the drop-down menu of a dashboard sheet, you can also select Use as Filter. In the Actions dialog box, "generated" appears in the default names of actions created this way.
In the Actions dialog box, click Add Action, and then select Filter. Or select an existing action, and choose Edit.
Specify a name for the action.
Select a source sheet or data source. If you select a data source or dashboard, you can select related sheets you want to launch the action from.
Specify how the action runs:
Hover - Runs when you mouse over marks in the view.
Select - Runs when you click marks in the view.
To avoid running the action when multiple marks are selected, select Run on single select only. (In web-authoring mode, this is labeled Single-select only.)
Menu - Runs when you right-click (Windows) or Control-click (macOS) a mark in the view, and then click an option in the tooltip menu.
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