Tableau Actions

Dear Folks,

Welcome to tableau-viz-blog. This post is all about tableau actions. Main objective of this post to get you familiar about below topics in detail -

• Purpose of source and target objects
• Filters apply through actions
• Tableau default filter
• Save your time through layouts
• Fit your dashboard objects
• Objective of horizontal and vertical objects
• Other Workarounds

Purpose of source and target objects - Action is an occurrence of any activity or event. Whenever you create an action, you should choose your source and destination (target) objects very carefully. Tableau provides different objects for source and destination -

• Choose data source as source or target object
• You can select worksheets for source as well as target object
• We can also choose dashboard for source and target objects as an action.

Note - Depends on requirement we can choose the actions objects. In order to do so, go through menu bar and select Dashboard -> Actions -> Choose Source Object and Destination object accordingly

Filters apply through actions - We can apply filters through actions. For filters, please choose below steps -

• Go to Dashboard through menu bar and select actions
• Click on showing right side, different filtering options -

• Filter by menu
• Filter by filter 
• Filter by link
• Click on target filters if there is no relationship between source and target objects. 
• Drag and drop the columns on filter section first on both source and target worksheets first
• then select column name of source column for target filter.
• If you want to control specific filter on dashboard then right click on filter and then choose either of below values and choose worksheets -
• Only this worksheet
• Select Specific Worksheet
• All using this data source

Tableau Default Filter - We can select any of the worksheet under the dashboard. Right click on worksheet and then select 'use as filter' to apply default filter actions on all worksheet under the dashboard. You can check this filter (generated) on menu bar --> Dashboard --> Actions --> filter (generated)