Tuesday, July 11, 2023

How to use Action Filter in Tableau?

 Action filters in Tableau allow you to create interactivity between different components of your dashboard. They enable users to select data points in one visualization, which then dynamically filters or highlights related data in other visualizations within the same dashboard.

Here's a step-by-step guide on how to use action filters in a Tableau dashboard:

  1. Open your Tableau workbook and navigate to the dashboard where you want to use action filters.
  2. Create the visualizations that you want to interact with each other. These visualizations can be worksheets or charts that are part of your dashboard.
  3. Select the source visualization: Determine the visualization from which you want to trigger the action. This will be the visualization that users interact with to apply filters.
  4. Right-click on the source visualization and select "Create > Action." A dialog box will appear.
  5. In the Action dialog box, choose "Filter" as the action type. This means that the action will apply a filter to the target visualization(s) based on user selections in the source visualization.
  6. Specify the target visualization(s): Select the visualization(s) that you want to be filtered or highlighted based on the user's interaction in the source visualization. You can choose multiple target visualizations.
  7. Configure the action settings:

    By default, the action will be triggered when the user selects a data point in the source visualization. You can customize this behavior by choosing different trigger options like hover or menu selection.
  8. Choose the fields that will be used to filter the target visualization(s). You can select one or more fields, depending on your requirements.
  9. Specify how the filter should be applied in the target visualization(s), such as adding the selection as a new filter or replacing existing filters.
  10. Customize the action's appearance (optional): You can add a tooltip or highlight effect to provide visual feedback to users when they interact with the source visualization. These options are available in the Action dialog box under the "Run action on" section.
  11. Click "OK" to save the action.
  12. Preview and test the dashboard: Interact with the source visualization to see how the action filter affects the target visualization(s). Verify that the filter is applied correctly and that the desired data is displayed based on user selections.

By using action filters, you can create dynamic and interactive dashboards that allow users to explore and analyze data in a more engaging and intuitive way.

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