Introduction to Tableau Actions + Filter Actions demos + BONUS Topics

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The first 1,000 people to use the link or my code sqlbelle will get a 1 month free trial of Skillshare: skl.sh/sqlbelle04221
In this video we look at an overview of Tableau Actions in worksheets/dashboards, with a focus on Filter Actions. We will go through multiple demos using Filter Actions, and changing every setting.
Bonus topics covered: navigation, and advanced Table Calculations to enhance your dashboards/worksheets.
Sections:
0:00 - Intro
0:18 - Where can we find them?
0:35 - Types of interaction - "Run action on"
1:01 - Types of Tableau Actions
4:43 - Demos of Filter Actions (Multiple walkthroughs)
19:10 - Bonus Topic/Demo 1: Navigation object
20:50 - Bonus Topic/Demo 2: Advanced Table Calculation - show number of matches

[@sqlbelle]

The first 1,000 people to use the link or my code sqlbelle will get a 1 month free trial of Skillshare: skl.sh/sqlbelle04221

[@georgeopoku1674]

Hi I have question on tableau if that’s ok to ask?

[@jellymaneducation6168]

Jellyman Education here, a fellow KZbin Tableau Trainer!! Awesome work SQLBelle!! So awesome to see how quickly your channel grew! Being a KZbin Tableau Trainer myself and teaching this kind of stuff, I still learn so much from these videos after all these years! Fantastic as always!

[@sqlbelle]

Thank you so much Jed - much appreciated!

[@BTS_Apobangpo]

Must say that u have great knowledge in tableau and u make it easy and more informative to learn. I am so glad that u make these videos. U made another tableau learner life easy

[@sonnybigler8726]

Best tutorial on Tableau actions I have seen. Great job.

[@krishna369-t4o]

Thank you! Nicely explained and very helpful.

[@hcdatatranslator]

This was a great video for me to go back to the basics

[@sqlbelle]

Thank you!

[@MaryAnn-yi1pw]

Awesome lesson. I'm new to Tableau and I love your videos.

[@MrStark-zy6cd]

Exactly what I was waiting for, thank you so much 😊

[@sqlbelle]

Thank you Mr Stark!

[@srem1971]

Absolutely brilliant! Thank you!

[@michafabich9213]

wow! amazing! I was waiting for this

[@sqlbelle]

Thank you Michal!

[@ezhankhan1035]

Incredibly Informative as always - thank you!

[@likeminas]

Thank you so much for this video. Very informative!

[@Guna_cocktail]

Thanks for sharing the great detailed presentation as always.

[@sqlbelle]

Thank you Guna!

[@ravimishra8564]

Thanks Bella, it was an effective tutorial!

[@danyazhdanov2385]

Thank you, very insightful! Was searching for a good tutorial on filter actions to finish my dashboard which involves buttons with filters. Apparently it's hard to find a good source of information on this topic.

[@sqlbelle]

Thank you Danya!

[@Tony_Toni_Tone]

Thank you for the amazing video. I have a couple of dashboards where only one sheet is filtered even though I selected it in the actions menu. Do you have any suggestions on how to fix this?

[@musavvarali5671]

Extremely informative tutorial on Filter actions!!!!!!!!!!!1

[@sqlbelle]

Thank you Musavvar!

[@cococnk388]

Waooh all I can say ..... I have to study harder to know how to do complex calculations ... I enjoy the way you explain complex things in a simple way ...

[@sahaimukul]

Hi Really enjoy your informative videos. I have a question on adding dynamic commentary to line charts. I would also like to share the twbx file on this. please let me know how to do this

[@Kajan81]

Nice video, thank you. I have a question on passing in an action from the dashboard into a custom query. For example, i have a scatter chart and when a user clicks on a given point in the scatter, i would like the selection to be passed into the custom query. Is this possible?

[@sambarajkanaveni7312]

Really it helps🙏

[@horizon6462]

Thanks!

[@gerthaljr]

Excellent!!!

[@sqlbelle]

Thank you Gustavo!

[@gustavosantiago6679]

that was great and really helpfull. I am using one action filter to hide(unhide) my sheet, but when I use the same field as a a filter to all the sheets that use the same data source, does not change the action filter, so my sheet will be hide, Any idea on how to change action filter using other filter??

[@TravisTraps]

Is it possible to use an Action Filter to update a normal dropdown/local filter? In this case, for the states, if you selected Nevada on the map (using action filter), then Nevada text would be selected on a standard, normal single selection drop down menu filter?

[@nushabanasirli6743]

Thank you :*

[@shaiksajeedahmed9944]

Really your so awesome... Use full tutorial for filter actions and very important

[@sqlbelle]

Thank you Shaik!

[@georgeopoku1674]

Thanks for sharing Sqlbelle. If I have one dashboard to target different dashboard. Which type of filter can I use?

[@danicayong4731]

Hi!! Is it possible to create a filter action with a secondary datasource?

[@navinsakpal2685]

Thank you so much for this video ma'am and also want to learn all basic functions of tableau in deep please help

[@sqlbelle]

Thank you Navin, I have some playlists that cover basic functionalities as well. kzbin.info/aero/PLkZ_g9Y7eszLQMnIy0hylgO9kJD4643jn

[@MrLukkil]

Is there a way to automatically filter a whole dashboard when you navigate to it? I don't want to make the same worksheet multiple times.

[@varunkumar-hv5sz]

Another way this helps is with quick filters that only show relevant values. To use an example of Category and Subcategory filters where subcategory is set to only show relevant values. A user selects Furniture as the category and Office Chairs as the subcategory. But if they now go back to select Office Supplies as the category the viz will go blank. Why? Because Office Chairs is not a valid subcategory of Office Supplies.

[@AbhishekKumar-xd3qq]

thanks a lot god bless you sqlbelle we wait for your comment coz your comment is precious makes us feel on top of the town one question maem if you feel free what does sql refers to in your name its very interesting

[@sqlbelle]

Thank you Abhishek - I appreciate your comment and feedback. About the "sql" part, I used to be more active in the SQL Server space (back in the day) and that's how I took up the name sqlbelle - mvp.microsoft.com/en-us/PublicProfile/4034916?fullName=donabel%20santos

[@TechleadConsulting]

Hello Madam, We are doing migration from Tableau to CRM analytics. Is there any similar functionality in CRM Analytics

[@hussainvali2577]

very nice explanation🇮🇳🇮🇳🇮🇳

[@sqlbelle]

Thank you Hussain!

[@reshma1473]

Hi mam can u please make a complete course for people like me to learn in an organized manner ,please please,ur videos are soooooo understandable

[@sqlbelle]

Thank you so much for your feedback and suggestion, Reshma. I am really hoping to develop a course as well. I do teach a curated course at a local college: www.bcit.ca/courses/introduction-to-visual-analytics-with-tableau-comp-2256/

[@diannegillam8788]

Hi, I have a question regarding actions with filters. My worksheet already has filters added to it, however, when I add a filter action to my dashboard it then un-filters all filters in my worksheets, i can't seem to find what I am doing wrong.

[@bubblegum7522]

I'm in the same boat😢, did you ever find an answer? 😊

[@Sumanth0387]

Hi i want to create vacation tracker dashboard. Can u pls assist or advice any refference. Thanks

[@tuan-anh-le]

Tbh I don't know what a vacation tracker looks like. But this video shows case lots of amazing visuals. I hope you'll find it useful. kzbin.info/www/bejne/poiUaqakjL2ggdU

[@rambabu12345able]

hi madam... this is siva from hyderabad. working on TABLEAU since 5 years. you are from canada. so can i move canada for tableau job? how is tableau job market in canada? how i contact to you? please suggest

[@munagalaphani8427]

CAN ANYONE HELP ON THIS PLEASE, A BIT URGENT ON IT. Let say there is a data as below: - Date field (order date) of 12 months data ( Jan 1st 2021 to Dec 31st 2021). I have created 3 parameters 1. Schedule - DAILY, WEEKLY, MONTHLY 2. Counts - 1 2 3 4 5 6 7 3. Order start date - desired date (users choice) Now the question is, when i select parameters as below, the similar output i want to get. Scenario 1: Schedule = DAILY Count = 3 Order State Date = 20-JAN-21 Output: (It should be the 3 records from order start date based on schedule) 20-JAN-21 21-JAN-21 22-JAN-21 Scenario 2: Schedule = WEEKLY Count = 3 Order State Date = 20-JAN-21 Output: ( from the given date to that dates end of week and next 2 weeks complete) - so the 3 week count from current date 20,21,22,23 - first Week (from given date to end of week) 24,25,26,27,28,29,30 - second whole week 31, 01(feb), 02,3,4,5,6 - third whole week Scenario 3: Schedule = MONTHLY Count = 2 Order State Date = 20-JAN-21 Output: from 20th jan 2021 to feb 28 2021.

[@ZzZzZiggy]

Hmmmm? Why did we need to wrap the COUNTD inside of the TOTAL func? I am not getting it. Wonderful video otherwise! ^^

[@benmartin3609]

still kind of confused on the difference between actions and navigation

[@sqlbelle]

Thanks Ben. An "action" does something when a mark (like bar, or map, or symbol) is clicked or hovered on. For example, it can filter as it navigates, or it can just filter. It can highlight on over. It can go to a URL. A "navigation" button just simply allows you to go to another worksheet or another dashboard without "doing" anything. For example, if you click on a state, you cannot pass that state value to the worksheet or dashboard you go to. Does this help?