Visualizations & Dashboards15% of the exam
Dashboard button actions: Navigate To and flows
How single-click actions on Tableau Next dashboard buttons and containers navigate to URLs, dashboards and pages or run screen and autolaunched flows with mapped inputs, which action combinations one widget allows, and which access checks explain failures.
Explain how to configure actions within Tableau Next.
~7 min read · 11 practice questions
What the exam expects
- Add a single-click action to a button or container widget from its Actions tab, and predict what a click on a container or a nested button starts.
- Configure a Navigate To action to a URL, another dashboard or a dashboard page.
- Configure a Salesforce Flow action: pick a supported, active flow and map each input as a Static String or a Dynamic Widget Field with the right interaction type.
- Decide which combinations of actions one widget can hold.
- Diagnose action failures that only some users see, and name the permission set needed to edit dashboards.
Key terms:
- Single-click action: an action on a button or container widget that runs when a user clicks it.
- Navigate To: the action type that sends users to a URL, a dashboard or a dashboard page.
- Salesforce Flow action: the action type that runs a standard screen or autolaunched flow with dashboard context.
- Dynamic Widget Field: an input mapping that passes a field value from a chosen widget.
- Interaction type: selection (the user's pick in the widget) or result (the widget's query results).
Key facts
Widgets that start actions
- Detail
- Button and container widgets
Dashboard action types
- Detail
- Navigate To and Salesforce Flow
Flow actions per widget
- Detail
- Only 1; navigation actions can be multiple
Navigate To destinations
- Detail
- URL, dashboard or dashboard page
Supported flow types
- Detail
- Standard screen and autolaunched flows only
Flow missing from the list
- Detail
- Verify it is active and a supported type
Input mapping types
- Detail
- Static String or Dynamic Widget Field (selection or result)
On click
- Detail
- Confirmation shows input values before the flow starts; status message after
Container action trigger
- Detail
- A click on the container or any widget inside it
Edit dashboards and actions
- Detail
- Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst
Default widget input setting
- Detail
- All, including newly added filters
Sources for this section (5)
- Why does Help ask authors to test a flow action before users rely on it?
- When a navigation destination is an outside website, how is it supplied?
- Which permission do people who build flows in Flow Builder need, and must they be admins?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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