How do you create an action filter in tableau?

Create or edit a filter action

1. Do either of the following:
2. In the Actions dialog box, click Add Action, and then select Filter.
3. Specify a name for the action.
4. Select a source sheet or data source.
5. Specify how the action runs:
6. Select a target sheet.
7. Specify what happens when the selection is cleared in the view:

How do you display filtered data in Tableau?

To show a filter in the view: Interact with the card to filter your data. Note: In Tableau Desktop, you can add an interactive filter to the view for a field that is not currently used in the view. To do so, In the Data pane, click the field drop-down menu, and then select Show Filter.

Does Tableau have drill down functionality?

How to Build a Click to Drill-down Table in Tableau. This option uses Parameter Actions to offer a click to drill down functionality past the two levels that are built into Tableau with Set Actions. For this example, the drill-down path will be Category > Sub-Category > Manufacturer > Product Name.

How do I choose the right data visualization?

How to Choose the Right Data Visualization

1. showing change over time.
2. showing a part-to-whole composition.
3. looking at how data is distributed.
4. comparing values between groups.
5. observing relationships between variables.
6. looking at geographical data.

Where is show me in Tableau?

In the Data pane, select [Order Date] and Profit. Hold down the Ctrl key (or the command key on a Mac) as you select the fields. Click Show Me on the toolbar to display the Show Me card, if it isn’t already displayed. In the Show Me pane, see what type of view Tableau suggests.

How do you add annotations in tableau?

Add an annotation

1. In a worksheet, right-click (control-click on Mac) a data point or a spot on the viz where you want to add an annotation and select Annotate, and then select the type of annotation you want to add.
2. In the Edit Annotation dialog box that opens, type the text you want to show in the annotation.

What adds most context to visualization in tableau?

You add more context with subtitles that describe how to interact with the worksheet or dashboard. This is a powerful and simple way to make dashboards easier to navigate. In the example below, the question pulls the audience in and then tells the audience how to answer the question using the dashboard.

How do you show only selected values in filter in tableau?

Option 2: Exclusion Filter Using Only Relevant Values

1. Right-click [Product Container] in the data pane, and select Duplicate.
2. Drag [Product Container (copy)] to the Filters shelf.
3. In the Filter dialog, check all options that should appear in the final filter card and click OK.

How do you use a wildcard filter in tableau?

Filtering with Wildcard Parameters

1. Step 1: Build the View. In Tableau Desktop, connect to the Superstore sample data.
2. Step 2: Create the Parameter. Right-click in the Data pane, and then select Create Parameter.
3. Step 3: Create the Filter. In the Data pane, select the data source to be filtered.

How do you create a drill down filter in tableau?

Step 1 – creating the drill down

1. Create a set from ‘Selected sub-category’ and a calculated field called ‘Selected manufacturer’:
2. Add these fields to the view along with a measure:
3. Add these both to a dashboard:
4. Step 2 – configure the set action drill-downs.
5. And the set action for the Selected sub-category set:

How do you drill down on a specific visualization in tableau?

To drill down and drill up for individual dimension members in a hierarchy: Right-click a table header and select Drill Down or Drill Up . This is often referred to as non-uniform drill down because you expose only the members of interest instead of exposing all the members of a given level.