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.
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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