Interactivity and Actions in Tableau · Interactivity and Actions in Tableau #TC18 Kelvin Liu Software Engineer Tableau Katrina Midgley Product Manager Tableau. Types of Interactivity

Interactivity and Actions in Tableau

# T C 1 8

Kelvin Liu

Software Engineer

Tableau

Katrina Midgley

Product Manager

Tableau

Types of Interactivity in Tableau

Find Reveal Changerelevant data more data views or context

• Tooltips & Viz in Tooltip

• URL actions

• Navigation actions

• Dashboard buttons

• Selection

• Highlighting & Highlight Actions

• Filters & Filter Actions

• Parameters

• Sets & Set Actions

Agenda

SelectionInteractwith your data

Highlighting & Highlight ActionsFindrelevant data

Highlighting & Highlight Actions

You can use highlighting to

• Easily find data of interest while remaining within context

• See other marks with shared attributes

• Find related data across sheets

Actions

You can use actions to

• Drive changes by interacting with marks

• Promote data discovery through self exploration

• Connect views together

• Put the user in the driver seat

Filtering &Filter actionsChangeview or context

Filtering and Filter Actions

You can use filters to

• Focus on data you want to analyze

• Control context of data

• Show relevant data and remove unnecessary data

ParametersChangeview or context

You can use parameters to

• Explore what-if scenarios

• Customize your views

• Enhance dashboard flexibility

Parameters

Sets &Set ActionsRevealmore data

Sets & Set Actions

You can use sets and set actions to

• Dynamically update the members of a set

• Compare parts to a whole

• Seamless drilldown

• Update calculated fields by interacting with data

Tooltips

Revealmore data

Tooltips

You can use tooltips to

• Provide details on-demand

• Keep your dashboard minimalistic

• Viz in Tooltip

URL ActionsRevealmore data

URL Actions

You can use URL actions to

• Incorporate external content in a dashboard

• Provide more in-depth information on demand

• Link users to websites

NavigationChangeview or context

Dashboard Navigation

You can use navigation actions to

• Let users create their own data adventure!

• Guide users through your workbook

• Direct users to additional content

Find Reveal Changerelevant data more data views or context

Highlighting

& Highlight Actions

Filters & Filter Actions

Parameters

Navigation actions

Dashboard buttons

Recap

Sets & Set Actions

Tooltips & Viz in Tooltip

URL actions

Parameters | Oh, the places you’ll go

R E L AT E D TAL K S

Wednesday October 24th | 1:45-2:45 | La Nouvelle Ballroom B

Espresso-Self with Tableau FiltersThursday October 25th | 10:45-1:15 | MCCNO - L3 -344

Ready, Set, Action!

R E L AT E D TAL K S

Wednesday, October 24th | 12:00-1:00pm | MCCNO L2 New Orleans Theater A

Sets AppealWednesday, October 24th | 3:30-4:30 | MCCNO L3 338

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Thank you!

#TC18

Katrina [email protected]

Kelvin [email protected]