Learning Tableau 2019 - Third Edition

Implementing actions to guide the story

You now have a framework that will support the telling of the data story. Your audience will be able to locate least profitable items within the context of a selected category. Then, the selection of an item will answer the question as to whether it has always been unprofitable in every location. To enable this flow and meet your objectives, you'll often need to enable interactivity. In this case, we'll use actions. We'll conclude this example with some specific steps and then unpack the intricacies of actions:

1. Click the Use as Filter button on the Overall Profit by Category view. This will cause the view to be used as an interactive filter for the entire dashboard. That is, when the user selects a ...