Design and Troubleshoot Calculations and Workbooks40% of the exam
URL, parameter and filter actions with dynamic zones
Plan dashboard interactivity that behaves predictably: the fixed order actions run in, dynamic URL actions (inserted fields, ~na, multiple values, encoding, mailto, URL targets), parameter actions that the view must use, filter action limits for cube sources, field values in action names, and Dynamic Zone Visibility.
Plan and implement advanced techniques to build interactivity into dashboards, such as dynamic URL actions, parameter actions, and filter actions.
~7 min read · 10 practice questions ·
What the exam expects
- Predict the order in which several actions triggered by one interaction run.
- Configure dynamic URL actions: inserted fields and parameters, actual versus display values, multiple values with delimiters, encoding, email links and the URL target.
- Recommend parameter actions over parameter controls and diagnose a parameter action that changes nothing.
- Plan filter actions across data sources, including cube limits, clearing behaviour and field values in action names.
- Use Dynamic Zone Visibility to reveal dashboard zones, and know where it does not work.
Key terms:
- Change Parameter action: an action that sets a parameter value from the marks a user hovers, selects or picks from a menu.
- Go to URL action: a hyperlink to a web page, file or other resource, optionally built from field, filter and parameter values.
- URL Target: where a URL action opens: a new tab only when no Web Page object exists, a new browser tab, or a Web Page object.
- Dynamic Zone Visibility: showing or hiding a dashboard zone from the value of a Boolean field or parameter.
Key facts
Action order
- Detail
- Parameter, set, filter, go to sheet, highlight, go to URL
Same-type actions
- Detail
- Run in alphabetical order by name
Parameter in a URL
- Detail
- Sends Display As by default;
~nasends the actual value
URL without a prefix
- Detail
- Works in Desktop, fails when published
Vertical list in an email body
- Detail
%0aas Value Delimiter, encoding cleared
Parameter action with several marks
- Detail
- Needs an aggregation; with None it does not run
Cube filter actions
- Detail
- Same data source and matching field names; Windows only
Tooltip menu link text
- Detail
- The action's name, which can contain field variables
Dynamic Zone Visibility field
- Detail
- Boolean, single value, independent of the viz
Dynamic Zone Visibility in stories
- Detail
- Doesn't work
Sources for this section (6)
- Actionshelp.tableau.com (opens in a new tab)
- URL Actionshelp.tableau.com (opens in a new tab)
- Parameter Actionshelp.tableau.com (opens in a new tab)
- Filter Actionshelp.tableau.com (opens in a new tab)
- Action Nameshelp.tableau.com (opens in a new tab)
- Use Dynamic Zone Visibilityhelp.tableau.com (opens in a new tab)
- Why won't a filter action that depends on USERNAME() work?
- When can an author use a multidimensional (cube) source with filter actions at all?
- How can you tell that a dashboard filter action came from Use as Filter?
- Which product supports local paths such as a C: drive file in URL actions?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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