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A URL action is a hyperlink that points to a web page, file, or other web-based resource outside of Tableau. You can use URL actions to create an email or to link to more information about your data that may be hosted outside of your data source. To make the link relevant to your data, you can substitute field values of a selection into the URL as parameters.
On a worksheet, select Worksheet > Actions. From a dashboard, select Dashboard >Actions.
In the Actions dialog box, click Add Action and then select URL.
In the next dialog box, specify a name for the link.
Make the name descriptive of the action. If you choose to run the action using the menu, the name you specify here becomes the option that shows on the menu. For example, when linking to more product details, the name could be “Show More Details.” You can use variables in the name, which will be filled in based on the values of the selected field.
Use the drop-down list to select a source sheet or data source. If you select a data source or dashboard you can select individual sheets within it (see Filtering Across Multiple Data Sources Using a Parameter in the Tableau Knowledge Base for more information about filtering data sources).
Select how users will run the action.
|If you choose this option...||The action is run when the user...|
|Hover||Mouses over a mark in the view. This option works well for highlight and filter actions within a dashboard.|
|Select||Clicks a mark in the view. This option works well for all types of actions.|
|Menu||Right-clicks (control-clicks on Mac) a selected mark in the view, then selects an option on the context menu. This option works well for filter and URL actions.|
Specify the URL. You can use any URL that your browser can recognize including web pages, FTP resources, and files.
Just as you can use variables in the name of the URL, you can also use field values and filter values as parameters in the URL. That means that you can send information about each selected mark or filter setting to a given website.
In the URL you specify, include the appropriate prefix to ensure that the resulting hyperlink directs to the correct location. For example, if your URL links to a web page, include the
http:// prefix. If you publish workbooks to a Tableau Server, and your URL includes a protocol other than
mailto, you will need a server administrator to add the protocol to the server’s whitelist. For more information, see tabadmin set options in the Tableau Server help.
When using a URL action to point to an external file (rather than a web page), use the universal naming convention (UNC) path for the URL action. A UNC path is a full path of a resource or file that is stored on the computer. A UNC path includes the computer name, drive letter, path to the file, and file name. For example, for a file D:\myfile.txt, specify the following UNC path: \\workstation1\d$\myfile.txt, where "workstation1" is the computer name in your company domain.
(Optional) Select any of the following options:
URL Encode Data Values - select this option if your data contains values that use characters that are not allowable in a URL. For example if one of your data values contains an ampersand, such as “Sales & Finance,” the ampersand must be translated into characters that your browser understands (URL encoded) if you want to include that value in the URL.
Allow Multiple Values - select this option if you are linking to a webpage that can take lists of values as parameters in the link. For example, say you select several products in a view and you want to see each product’s details hosted on a webpage. If the server can load multiple product details based on a list of identifiers (product ID or product name), you could use multi-select to send the list of identifiers as parameters.
When you allow multiple values, you must also define the item delimiter, which is the character that separates each item in the list (for example, a comma). You must also define the Delimiter Escape, which is used if the delimiter character is used in a data value.
Click OK twice to close the dialog boxes and return to the view.
URL actions can also point to a web page object in a dashboard. Refer to Actions and Dashboards to learn more about how actions work with dashboards.
Select Worksheet > Actions.
In the Actions dialog box, click the Add Action button and select URL.
In the Source Sheets drop-down list, select the sheet that contains the field with the email addresses you want to send to.
In the URL textbox, type mailto:, click the arrow button to select the field in your data that contains the email addresses. Type ?subject= and enter text for the Subject line if you want to. For example, in dialog below, the subject is
Request for information.
Type &body=, and click the arrow button to select the fields of information that you want to include in the body of the email.
In the example below, the “Email” field contains the email addresses, the subject is “City Information”, and the body text of the email consists of the city and state information that is associated with the email address.
(Optional) Display data from your workbook in the body of your email as a vertical list instead of the default horizontal list. For example, suppose you have a horizontal list of cities, such as Chicago, Paris, Barcelona, which you would rather display vertically, like this:
To make the list vertical, in the Edit URL Action dialog box, do the following:
Under URL Options, verify that the URL Encode Data Values check box is clear.
Under URL Options, select the Allow multiple values check box.
Type %0a in the Item Delimiter text box to add a line break. This set of characters is the URL-encoded character for a line break.