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Filter, highlight and URL dashboard actions
Diagnose and configure dashboard filter, highlight and URL actions: keep controlling views unfiltered with Ignore Actions, restrict runs with Single-select only, map differently named fields across data sources, match highlights on dates or chosen fields, and get field values and web pages into URL actions.
Add interactivity to dashboards: Use filter in a dashboard; Add filter, URL, and highlight actions; Create interactivity using dynamic zone visibility; Add navigation buttons; Create interactivity using set and parameter actions; Create show/hide buttons for dashboard objects.
~7 min read · 9 practice questions ·
What the exam expects
- Use views as dashboard filters with Use as Filter, and stop several controlling views from filtering each other.
- Configure a filter action's run option, Single-select only, clearing behaviour and target fields, including across relational data sources with differently named fields.
- Choose the highlight action's matching option (All Fields, Dates and Times, Selected Fields) from the requirement.
- Build Go to URL actions that insert field values, send aggregated values, and open in a Web Page object.
- Know where dynamic zone visibility, navigation and Show/Hide buttons, and set and parameter actions are taught.
The setup basics (Dashboard > Actions, the three triggers, the URL prefix rules) are in the Desktop Foundations unit Dashboard filter, highlight and URL actions; this unit works at the diagnosis level.
Key terms:
- Use as Filter: a sheet menu option that creates a "generated" filter action.
- Ignore Actions: a sheet menu option that stops other filter actions from changing that view.
- Single-select only: a Select-trigger option that skips the action when several marks are selected.
- Clearing the selection: what target sheets show once the source selection is cleared.
- URL Target: where a Go to URL link opens.
Key facts
Use as Filter
- Detail
- Creates a filter action with "generated" in its name
Ignore Actions
- Detail
- Stops other filter actions from affecting that view
Single-select only
- Detail
- Select option; skips the action for multi-mark selections
Leave the filter
- Detail
- Keeps filtered results; web authoring label Keep filtered values
Target Field list
- Detail
- Limited to the source field's data type
Different field names
- Detail
- Allowed for relational sources; cube sources need matching names
Dates and Times highlight
- Detail
- One date field per sheet; names may differ
URL Insert menu
- Detail
- Non-aggregated fields only; referenced fields must be in the view
Action order
- Detail
- Parameter, Set, Filter, Go to Sheet, Highlight, Go to URL
- When several action types fire, in what order does Tableau run them?
- When must a filter action across data sources use matching field names?
- What does a New Tab if No Web Page Object Exists action do after its first run?
- What does Encode Data Values that URLs Do Not Support do?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Tableau Data Analyst pack
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- All 30 lessons of the Tableau Data Analyst guide, with reading progress
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