Using filter actions shows you how to display multiple insights on a dashboard from Tableau. Filter actions send data values from fields to target the sheet. For example, if you want to see the price of cars in Romania, with a filter action you can visualize all comparable cars in different regions.
Follow the next steps to enhance insights discovery.
In Tableau Desktop, connect to Global Superstore data provided by Tableau.
Create a bar chart within a worksheet named Sales by Sub-Category:
Add Sub-Category on rows and SUM(Sales) on columns
Create a line chart within a worksheet named Sales Trend:
Add Order Date (as month and continuous) on columns and SUM(Sales) on rows
On a dashboard add a vertical container and place both worksheets within it
Ensure that each worksheet is on ‘Entire View’ mode
Add a filter action so that when you click a Sub-Category you can see its sales evolution:
Dashboard actions → Source Sheets: Sales by Sub-Category (Dashboard) → Run Action on: Select → Target Sheets: Sales Trend (Dashboard) → Clearing the selection will: Exclude all values
Add a filter action so that when you click a Sub-Category you can see only its bar:
Dashboard actions → Source Sheets: Sales by Sub-Category (Dashboard) → Run Action on: Select → Target Sheets: Sales by Sub-Category (Sheet) → Clearing the selection will: Show all values → Target Filters: Selected Filters → Sub-Category
A #skillpill video by Ana Brinaru – Data Analyst @btProvider.
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