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Learning Tableau by Joshua N. Milligan

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How actions work

You saw a few examples of actions used in dashboards. We'll now consider some details of how actions work in Tableau.

Tableau supports three kinds of actions:

  • Filter actions
  • Highlight actions
  • URL actions

Certain actions are automatically generated by Tableau based on shortcuts. For example, you can select Use as Filter from the drop-down menu of a view on a dashboard, resulting in an automatically generated filter action. Enabling highlighting using the button on a discrete color legend or on the toolbar will automatically generate a highlight action.

How actions work

You can create or edit dashboard actions by navigating to Dashboard | Actions from the ...

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