Tableau Cookbook – Recipes for Data Visualization

Using the filter action

As the name suggests, this action will help us drill down from a master view to show related and more detailed information in one or more target sheets. For example, drilling down to show relevant States by selecting a particular Region and further drilling down to show relevant cities by selecting a particular State from the filtered view. This kind of a structured drill down is often referred to as guided analytics. Let us understand how to create and use filter actions in Tableau.

Getting ready

We will use the already built dashboard for this recipe. We will begin by duplicating this dashboard and then creating the filter action to drill down from Sales distribution by Region sheet to Sales distribution by State as well ...