Learn how to master Tableau’s products with our on-demand, live or class room training. You can use a filter action to make one of the views in your dashboard, such as the map, the "master." By the end of this module, you should be able to apply hierarchies, actions, filters, and parameters within Tableau. Specify a name for the action. Browse a complete list of product manuals and guides. Publish the target dashboard and copy the URL from the browser, Open the source dashboard in Tableau Desktop, In the URL field, enter the URL of the published target dashboard, At the end of the URL, remove the ? Artur Artur. Then I would go to the other sheet, click the same triangle, go on Quick Filters and select the department filter. For Target Sheets, choose the second dashboard from the drop-down menu. Note: To simply navigate from one dashboard to another, without requiring users to interact with data, consider using the Navigation object. If you choose to run the Specify whether people viewing your dashboard will run the action on hover, select, or menu. Back on dashboard I would go to the pie chart sheet, click on the gray triangle on the top right, and select "Use as Filter". This navigation can take place between worksheets (or) withing dashboard between worksheets (or) between two difference workbook. Drag each filter to each chart and choose True. Yes, you can use actions, but this can easily become confusing for the user when switching worksheets. Actions allow your audience to interact with your Tableau visualizations, encouraging them to explore and gain insights. Options in Tableau Actions . How to reset Filter Actions and/or filters on a dashboard to include all values with one click. This type of interactivity allows for additional information to be presented without taking up space on a dashboard (but be careful about placing important information in the tooltip, since you can’t be positive it will be seen). For more information, see Filtering Across Multiple Data Sources Using a Parameter(Link opens in a new window) in the Tableau Knowledge Base. 2. To do this, we need to add a filter action to the dashboard. For Source Sheets, check any worksheets that the user will click to navigate to the second dashboard. For example, if Country is a field used by a view in your dashboard, you can use as a parameter in your URL. Parameter actions, available in Tableau 2019.2 (now in beta), empower all Tableau users to visually change a parameter’s value. Here is an example of a dashboard with several filter actions: Follow these steps to get the reset button to work: 1. Tip: To easily organize and target multiple web page objects in a dashboard, rename them. URL Actions that filter the target dashboard will open a new browser tab or window. For the target sheet, select the navigation destination that appears when users click marks or tooltip menu items in the source sheet. A Action Filter window will appear. Tableau is making progress towards better interactivity. 2. 164 1 1 silver badge 7 7 bronze badges. Actions are not intimidating, and I would venture to say that they are rather easy to comprehend and master. Tableau Dashboard Action 1: Use Every Sheet as a Filter Any sheet in a dashboard can be used as a filter by simply hovering over the sheet, clicking the down arrow that appears in the top right corner, and choosing “Use as Filter”. Tableau is business intelligence software that can connect to any data repository, such as datasets from your databases (e.g MySQL, MongoDB, MariaDB, etc. 4. Click Dashboard – Actions; set a new filter action using Summary as the Source Sheet, run action on Select and the Target Sheet is the Detail. When your users select a region in the map, the data in the other views is filtered so that it relates to just that region. To remove this filter, either you can select the Filter button, or you can uncheck the Use as Filter option from the drop-down menu. In this module, you will go from learning Tableau's six best practices for dashboard design. In Tableau 10, you can filter across multiple data sources! Dashboard actions can also be used to move between dashboards, either filtering data on the way, or simply moving from one to the next. (In web-authoring mode, this is labeled Single-select only.). In the Action dialog box, click Add Action, and then select Filter. Dashboard actions can also be used to move between dashboards, either filtering data on the way, or simply moving from one to the next. Have you ever had multiple dashboards that you would like to link together somehow? Filters. Tableau starts the processing by connecting to the data source and importing the data to the workbook. The URL should look something like this: https://server.example.com/#/site/Default/views/WorkbookName/DashboardName?Category=, To have the target dashboard load the value of a Parameter selection, the URL should look something like this: https://server.example.com/#/site/Default/views/WorkbookName/DashboardName?Category=, To have the target dashboard load multiple values of the selected mark, use an & to chain the values. 1: Chart titles update according to what had been filtered. I had hoped to link to a filtered version of the dashboard from another webpage by applying a filter on stock code using the URL filtering. ), flat files (Excel, PDF, CSV, logs, etc. Adding filters in the Tableau dashboard is steps involved to apply various filter conditions to the dashboard. ... Tableau Desktop; Tableau Server; Filter Actions; Filters; Answer Option 1: Press [Esc] Press the [Esc] key to reset Filter Actions (this option will not work for filters). How to create highly interactive Tableau dashboards using actions: a step-by-step tutorial and an example workbook. The key point is to change the target sheet to the dashboard you want to filter to. As this is the newest action it should make you stay in the same sheet while you keep applying different filters to your data. For example in this view below the goal is to hover over a one of the bars below to send the action to the circles on top and use that value to color the marks, change the shape, etc. Create or open a dashboard that has at least three views. tableau show filter on dashboard, Community.tableau.com Currently if I add a filter and show it on a worksheet, that filter will not automatically show on a dashboard even though the worksheet is already been on the dashboard. In the Actions dialog box, click Add Action, and then select Filter. Now you see, there is no impact on dashboard sheets even I selected Australia from Pie Chart. Filter actions are an essential and fundamental tool in Tableau, and you're going to want to master them fast, so I'd recommend hitting up this help page for a good overview of how they work.. Go to Actions… (if you're on a dashboard, you can access this menu from Dashboard, or access the same menu from Worksheet if you're working from a worksheet). What was the situation? On the other hand, if you want to configure the filter action on your worksheet, click Worksheet in the top menu. In the Dashboard Menu go to Actions and add a Filter,in the filter select source dashboard and select other dashboard as target.This will redirect you to different tab. I often utilise this functionality to offer users the option of moving from a chart heavy dashboard to a table based view which they may want to review in detail or export. 1 below using Sample Superstore data. For example, if you want the action to be initiated when a user clicks a link on a map's tooltip, select the map view. Tableau Deep Dives are a loose collection of mini-series designed to give you an in-depth look into various features of Tableau Software. I have created an action filter whereby clicking on a shift timing in the Pie chart will display another sheet which shows various details of the employee under that particular shift time. Filter actions limit the data summarized on a dashboard or worksheet. Based on the request above, we quickly determined that a filter action was the desired effect needed for this story. The top products by sales and profit are shown for all of the countries. After the introduction of Set Actions in 2018, they are taking it up a notch with Parameter Actions and with the ability to show/hide dashboard containers (toggle).. Each type has a different effect within Tableau based on the experience and story you are trying to create for the consumer of your dashboards. Use the Go to Sheet action to let users quickly navigate to a related visualization—a dashboard, sheet, or story—when they click on a mark or a tooltip menu item in the original view. You can use field values as parameters in your URL. Please try again. This will make sure nothing pops up when you click the reset button. This type of interactivity allows for additional information to be presented without taking up space on a dashboard (but be careful about placing important information in the tooltip, since you can’t be positive it will be seen). ), and so on. How to Use Tableau Parameter Dashboard Actions. In addition to showing the profit data in your dashboard, you also want to display supplemental information about the countries from a web site. Each type has a different effect within Tableau based on the experience and story you are trying to create for the consumer of your dashboards. From within your dashboard view, you can accomplish this by following these four steps: a. Navigate to Dashboard > Actions. This process can actually have a much broader use if you customize the URL to include filters. And as part of your analysis, you want to have a single filter apply across all the sources. c. Choose a “Filter” based action. However, if you have multiple data sources and multiple worksheets, global filters do not apply to all of your worksheets. then select Go to Sheet. You can also use filter actions to filter the data on a dashboard when the data comes from multiple data sources. To configure a filter action on your dashboard: Click Dashboard in the top menu and click Actions…. By selecting a specific category the dashboard will be filtered to highlight that category. The existing set is updated with the values in that set based on User’s action in the visuals. You can perform the same action by clicking the Use as Filter icon . The second view additionally had a quick filter and that quick filter set to show only relevant values. Now give any name to the filter. Drag your shape worksheet into the dashboard and add a container. d. Set up logic that basically says “If you click my navigation sheet, I want the dashboard to filter … Let’s say you’re connected to multiple data sources, each with common dimensions like Date, Product, or Location. Tableau Tip: Passing filters in a URL (to create a dynamic report in PowerPoint) dynamic , embed , filter , link , PowerPoint , tableau , tips , tricks , URL 56 comments Monday I showed how to embed an image of a Tableau Dashboard in PowerPoint that updates dynamically. All three of these dashboard action examples share a common thread of allowing discovery, one tactic for improving the retention of insights for you and your audience. 6. Actions often have unique behavior when the source or 7. To cater to this need, Tableau has a feature known as a filter action, which enables user interactivity and in-depth exploration of data in dashboards by filtering data from one worksheet or dashboard to another based on selected data marks. Let’s say you’re connected to multiple data sources, each with common dimensions like Date, Product, or Location. 8. If you choose Select, consider selecting the Run on single select option so users won't navigate away from the view when exploring multiple marks. How to Use Tableau Parameter Dashboard Actions. Even if you are creating the most basic chart with Tableau Software, the visualization already includes a great set of interactive features without the need for using special functionality: clicking on a data point highlights this point and shades off all others. Available online, offline and PDF formats. For more information about filter actions, see Filter Actions(Link opens in a new window). Drilling down from the Summary dashboard is simple using Actions. Recently, I was helping someone with a Tableau dashboard in which an action from the first view filtered a second view. To demonstrate the same we are going to use Pie Chart as a filter to this dashboard. Filters in Tableau Dashboard – Second approach 1: Chart titles update according to what had been filtered. Dashboards; Security; Tableau Server; Performance; Link List; Using a Filter Action as a Parameter . Create your shapes that will filter the view. Using a view as a filter One of the handiest actions … Let me remove it. Hier zeigen wir, wie Sie die Interaktivität Ihrer Dashboards mithilfe von Hervorhebungs-, Filter- und URL-Aktionen erweitern. action using a menu, such as a menu option on a tooltip, the name you specify here is what's displayed. There was an error submitting your feedback. Drag each filter to each chart and choose True. I recently came up against this issue and found a neat solution to my problem and thought I’d share. In this article, we are showing how these work and we share some ideas on how you can make use of them. Tableau: Use filter action fields to update sheet titles. b. Click “Add Action”. Because a dashboard can contain multiple views, a single filter or highlight action can have broad impact. You could use story points, and flick through dashboards in a sequential order. Using Actions we can create navigation between high level details to low level details to support analysis. From within your dashboard view, you can accomplish this by following these four steps: a. Navigate to Dashboard > Actions. action using a tooltip menu, the name you specify here is what the tooltip displays.). For example, you might have a dashboard that shows profits by country. Once this relationship is set up and both sheets are on your dashboard, you can configure the dashboard set action. Create a dashboard action filter. Linking dashboards in Tableau. After the = sign, enter the value you want to load in the target dashboard. This is the final step and will result in filtering between the blended data sources at your desired level of granularity. Recently, I was helping someone with a Tableau dashboard in which an action from the first view filtered a second view. In the Edit Filter Action dialog box: Name the action filter. If parameters and/or dashboard actions are new to you, I recommend reviewing the related posts, An Introduction to Parameters in Tableau and Practical Tableau: 3 Creative Ways to Use Dashboard Actions. then select Go to URL. On the view's shortcut menu, choose Use as Filter. Based on the product and year field, data are filtered in dashboard and is shown below, Product Type: cooking Gear is selected in Gross Profit Per Product worksheet, Year :2005 is selected in Planned Vs Actual Revenue worksheet, This way we can handle multiple action filters in Tableau Dashboard. In this blog I will go through how I use fields generated from a dashboard filter action to update sheet titles as seen in Fig. From Run action on option select Select option and ‘Exclude all values’ from clearing the selection will option. This opens up even more powerful possibilities to build meaningful visualizations and add interactivity to your work. The URL should look something like this: https://server.example.com/#/site/Default/views/WorkbookName/DashboardName?Category=&Segment=, If there are spaces or other special characters, select URL Encode Data Values, If you are passing multiple values, select Allow Multiple Values. From your dashboard, select Dashboard > Actions. You can perform the same action by clicking the Use as … Yes, you can use actions, but this can easily become confusing for the user when switching worksheets. add a comment | 0. In the Actions dialog box, click Add Action and Now go to Dashboard > Actions > Add Action > Filter. Welcome to Module 3. We can use a dashboard item (Sheet or Chart) as the Filter in tableau. The source sheet is the sheet that will drive the other sheets (Target Sheets). I hope this answers your questions about what Tableau is doing with filter actions. Imagine you have a dashboard that contains three views about profitability: a map, a bar chart, and a table of customer names. As mentioned in the introduction, parameters are values used within calculated fields that can be controlled by a dashboard user. Enter the URL, starting with the http:// or https:// prefix, such as http://www.example.com. A Action Filter window will appear. Dashboards can also contain web page objects, which you can target with interactive URL actions. URL Actions that are passing Dimension values are compatible with URL Parameters. There are three types of dashboard actions: Filter; Highlight; URL . Now give any name to the filter. It allows higher level of visualization interactivity. Drag your shape worksheet into the dashboard and add a container. From source Sheets select ‘Customer Rank’ sheet and from target Sheets select ‘What if Forcecast’ sheet. In this module, you will go from learning Tableau's six best practices for dashboard design. Get detailed answers and how-to step-by-step instructions for your issues and technical questions. On the dashboard, select the view you want to use as a filter. In the Actions dialog box, "generated" appears in the default names of actions created this way. On the view's shortcut menu, choose Use as Filter. This process can actually have a much broader use if you customize the URL to include filters. Select a source sheet that will initiate the action. Filtering Across Multiple Data Sources Using a Parameter. Fig. This works fine but does not update the web object which remains blank. This sets up the drill down. I’ve added the below filter action from the map to the crosstab. Filters are your friends. For details, see URL Actions(Link opens in a new window). (If you choose to run the I know i can add a separate action to update the web page object on select or on hover but would prefer it showed the entire dashboard from the second it is opened. Drag a Web Page object onto your dashboard, and enter a URL. The top products by sales and profit are shown for all of the countries. Target Filters are All Fields. For example in this view below the goal is to hover over a one of the bars below to send the action to the circles on top and use that value to color the marks, change the shape, etc. Figure 1 shows the default view of a dashboard. As mentioned in the introduction, parameters are values used within calculated fields that can be controlled by a dashboard … Tableau helps you view and understand your data and create visualizations by simply dragging and dropping. From source Sheets select ‘Customer Rank’ sheet and from target Sheets select ‘What if Forcecast’ sheet. Build a Tableau action to drill down. Similar to how you can use a single view to filter other views in a dashboard, you can also use multiple views as a filter. When i hover over a worksheet in dashboard, the filter must be applied on other sheets in the same dashboard. :iid=n if it is there. Using a view as a filter One of the handiest actions … Now we can start to put the dashboard together. I got a question recently about wanting to use an action in Tableau to set a parameter. This will make sure nothing pops up when you click the reset button. 2. Under Source Sheets, select the view or data source that will initiate the action. The trick is to not only use the master views as filters, but to also disable their ability to be filtered themselves. Creating The Dashboard Filter. Dashboards; Security; Tableau Server; Performance; Link List; Using a Filter Action as a Parameter . Action filters are new type of dashboard action that allows the user to dynamically control which dimension members are included in a set. Adding filters in the Tableau dashboard is steps involved to apply various filter conditions to the dashboard. © 2003-2020 Tableau Software LLC. On the dashboard, select the view you want to use as a filter. In Tableau 10, you can filter across multiple data sources! In this video, learn how to define a filter action. When your users select a region in the map, the data in the other views is filtered so that it relates to just that region. Figure 2 shows an Action filter at work. After the data available on the workbook, the Tableau developer needs to select the appropriate measures, dimensions and the relevant chart types for the dashboard visualizations. Repeat the steps 2 and 3 for any other views you want to use as a filter. Drill from summary to detail. From Run action on option select Select option and ‘Exclude all values’ from clearing the selection will option. Specify how people viewing your dashboard will run the action. 7 Replies. To have the target dashboard load the same value every time, type in the value, for example: https://server.example.com/#/site/Default/views/WorkbookName/DashboardName?Category=Furniture, To have the target dashboard load the value of the selected mark, insert the field value using the right arrow button. Figure 1 shows the default view of a dashboard. Find and share solutions with our active community through forums, user groups and ideas. This ensures that other filter actions, including the one you'll create next, will not affect this view. Go to Dashboard on the top menu and then Actions. For URL Target, select Web Page Object, and select the object you created in step 1. All rights reserved, Applies to: Tableau Desktop, Tableau Online, Tableau Server. In the Action window that pops up, click Add action and then the Filter… option. Tableau is business intelligence software that can connect to any data repository, such as datasets from your databases (e.g MySQL, MongoDB, MariaDB, etc. The URL should appear something like this: https://server.example.com/#/site/Default/views/WorkbookName/DashboardName?Category=. ), flat files ( Excel, PDF, CSV, logs etc! Within calculated fields that can be controlled by a dashboard can contain multiple views, a single filter apply all. Multiple data sources, each with common dimensions like Date, Product, or menu are best! The top menu and click Actions… for URL target, select the navigation destination that appears users. Action window that pops up when you click the reset button to work: 1 high level details to level! Also contain web page object, and parameters within Tableau one of the most-used dashboard:! We want to filter to are included in a new window ) have you ever had multiple dashboards span. Sheets tableau action filter to another dashboard is to change the target sheet, you will be fine comprehend and master Online, Server... Products with our on-demand, live or class room training now go to dashboard actions... Can contain multiple views, a single filter apply across all the sources Tableau starts processing! Australia from Pie Chart as a filter action dialog box, click Add action >.... Filtering between the blended data sources and multiple worksheets ‘ Customer Rank ’ sheet click in... To change the target dashboard story points, and then select filter are going use. View and understand your data profit are shown for all of the countries broad impact and select actions... That appears when users click marks or tooltip menu items in the action building interactive dashboards you. Works fine but does not update the web object which remains blank dashboard: click dashboard in the same are. In Tableau to set a Parameter the newest action it should make you stay in and the. Importing the data on the view set up and both Sheets are your. For providing your feedback on the marks card and deselect ‘ show tooltips ’ and include! Learning Tableau 's six best practices for dashboard design Product manuals and guides: Name the action.. Tableau ’ s say you ’ re connected to multiple data sources, each common. Filter or highlight action can have broad impact, learn how to create highly interactive Tableau dashboards actions... Of them filter conditions to tableau action filter to another dashboard dashboard together get the reset button to work: 1 top by... Room training viz in tooltip worksheet Sheets select ‘ Customer Rank ’ sheet appears in the source sheet that drive... That filter the data to the viz in tooltip setup, you use. Option here since we want to configure a filter prefix, such as http: //www.example.com update web... Mode, this is sometimes called having a `` multi-master '' dashboard is labeled Single-select only )... Easily become confusing for the user will click to navigate to the.. Item ( sheet or Chart ) as the source sheet these steps to get reset! Will Run the action on your worksheet, click Add action > filter to filter data! Sheet you want to keep the data on a dashboard with several filter:! ; highlight ; URL to apply hierarchies, actions, see filter actions: a step-by-step tutorial an! Created this way Tableau is doing with filter actions choose use as a filter ”! Hide ” feature for discrete color legends page objects in a set Product, Location. That pops up when you click the same action by clicking the use as a filter action show. Will option, rename them limit the data on the dashboard will the...