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Actions

Add context and interactivity to your data using actions. Users interact with your visualizations by selecting marks, or hovering, or clicking a menu, and the actions you set up can respond with navigation and changes in the view.

Watch a Video: To see related concepts demonstrated in Tableau, watch the free training video Dashboard Interactivity Using Actions (5:43 minutes). Use your tableau.com account to sign in.

  • Filter. Use the data from one view to filter data in another to help guide analysis.

  • Highlight. Call attention to marks of interest by coloring specific marks and dimming all others.

  • Go to URL. Create hyperlinks to external resources, such as a web page, file, or another Tableau worksheet.

  • Go to Sheet. Simplifies navigation to other worksheets, dashboards, or stories.

  • Change Set Values. Users can change the values are in a set by directly interacting with marks on a viz.

For example, in a dashboard showing home sales by neighborhood, you could use actions to display relevant information for a selected neighborhood. Selecting a neighborhood in one view can trigger an action that highlights the related houses in a map view, filters a list of the houses sold, then opens an external web page showing census data for the neighborhood. For related information and examples, see A Rough Guide to Dashboard Actions on the Tableau Public blog.

Note: Actions behave differently in workbooks that use cube data sources. Cube data sources do not accept actions from relational or other cube data sources. For example, suppose you have a workbook that contains a view that uses a MySQL data source, a second view that uses a cube data source A, and a third view that uses a cube data source B. Actions in a view that use the MySQL data source will not affect the views that use the cube data sources. However, actions in the view that use the cube A data source can affect the view that uses the MySQL data source. The view that uses the cube B data source will not be affected in this case.