Filter actions in Tableau - Dashboard Guide

Dashboard Mode - Filter actions

Dashboard Goal

Answer the question: How do sales vary by region and category? Use filter actions to explore details interactively.

Sample Data

Order ID	Region	Category	Sales	Profit
1001	East	Furniture	300	50
1002	West	Technology	450	120
1003	East	Office Supplies	150	30
1004	South	Furniture	200	40
1005	West	Office Supplies	100	20
1006	North	Technology	500	150
1007	South	Technology	350	80

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 2050
• KPI Card: Total Profit
  Formula: SUM([Profit])
  Result: 490
• Bar Chart: Sales by Region
  Shows total sales for each region.
  Data: Group by [Region], SUM([Sales])
• Pie Chart: Sales by Category
  Shows sales distribution by category.
  Data: Group by [Category], SUM([Sales])
• Detail Table: Orders
  Shows Order ID, Region, Category, Sales, Profit.
  Updates based on filter actions.

Dashboard Layout

+----------------------+----------------------+
|   Total Sales (KPI)  |   Total Profit (KPI)  |
+----------------------+----------------------+
|                      Bar Chart: Sales by Region                      |
+---------------------------------------------------------------------+
|                      Pie Chart: Sales by Category                    |
+---------------------------------------------------------------------+
|                             Detail Table                             |
+---------------------------------------------------------------------+

Interactivity

Clicking a bar in the Sales by Region chart filters the Pie Chart and Detail Table to show only data for that region.

Clicking a slice in the Sales by Category pie chart filters the Bar Chart and Detail Table to show only data for that category.

Clearing the selection resets all filters.

Self Check

If you click the "East" region bar in the Sales by Region chart, which components update and what data do they show?

• Pie Chart: Shows sales distribution only for East region (Furniture: 300, Office Supplies: 150).
• Detail Table: Shows only orders from East region (Order IDs 1001 and 1003).
• Bar Chart: Remains showing all regions (unless filtered by pie chart).

Key Result

Interactive sales dashboard with filter actions linking region and category views.

Practice

1. What is the main purpose of a Filter Action in Tableau dashboards?

easy

A. To make dashboards interactive by linking charts through clicks or hovers

B. To change the color scheme of the dashboard

C. To export data from Tableau to Excel

D. To create calculated fields automatically

Solution

1. Step 1: Understand what filter actions do

   Filter actions allow users to click or hover on one chart to filter data in another chart, making dashboards interactive.

2. Step 2: Eliminate unrelated options

   Changing colors, exporting data, or creating calculated fields are not related to filter actions.

3. Final Answer:

   To make dashboards interactive by linking charts through clicks or hovers -> Option A

4. Quick Check:

   Filter actions = interactive linking [OK]

Hint: Filter actions connect charts by clicks or hovers [OK]

Common Mistakes:

• Confusing filter actions with formatting options
• Thinking filter actions export data
• Assuming filter actions create calculations

2. Which of the following is the correct way to set up a filter action in Tableau?

easy

A. Create a calculated field and drag it to the filter shelf

B. Select source sheet, target sheet, and define filter behavior

C. Use the Data menu to export filtered data

D. Change the dashboard size to enable filtering

Solution

1. Step 1: Identify filter action setup steps

   Setting up a filter action requires choosing the source sheet (where user clicks), the target sheet (which gets filtered), and how the filter applies.

2. Step 2: Remove unrelated options

   Creating calculated fields, exporting data, or changing dashboard size are not steps to set up filter actions.

3. Final Answer:

   Select source sheet, target sheet, and define filter behavior -> Option B

4. Quick Check:

   Filter action setup = source + target + filter behavior [OK]

Hint: Filter actions need source and target sheets defined [OK]

Common Mistakes:

• Confusing filter actions with calculated fields
• Trying to export data to filter
• Thinking dashboard size controls filtering

3. Given a dashboard with a filter action set from Sheet A to Sheet B on the field Category, what happens when a user clicks on 'Furniture' in Sheet A?

medium

A. Sheet A filters out 'Furniture' category

B. Sheet B shows all categories except 'Furniture'

C. Sheet B shows data only for 'Furniture' category

D. Sheet B does not change

Solution

1. Step 1: Understand filter action behavior

   Clicking 'Furniture' in Sheet A sends a filter to Sheet B to show only 'Furniture' data.

2. Step 2: Eliminate incorrect outcomes

   Sheet B will not exclude 'Furniture' or remain unchanged; Sheet A does not filter itself.

3. Final Answer:

   Sheet B shows data only for 'Furniture' category -> Option C

4. Quick Check:

   Click filters target sheet to clicked value [OK]

Hint: Click filters target sheet to clicked value [OK]

Common Mistakes:

• Thinking filter excludes clicked value
• Assuming source sheet filters itself
• Believing target sheet remains unchanged

4. You set a filter action from Sheet X to Sheet Y, but clicking on Sheet X does not filter Sheet Y. What is the most likely cause?

medium

A. Filter actions only work on hover, not click

B. The dashboard size is too small

C. Sheet Y has no data

D. Source and target sheets are not correctly assigned in the filter action

Solution

1. Step 1: Check filter action configuration

   If clicking Sheet X does not filter Sheet Y, the source and target sheets may be incorrectly set or reversed.

2. Step 2: Exclude unrelated reasons

   Dashboard size does not affect filter actions; Sheet Y having no data would show empty but still respond; filter actions can work on click or hover depending on settings.

3. Final Answer:

   Source and target sheets are not correctly assigned in the filter action -> Option D

4. Quick Check:

   Correct source and target sheets enable filtering [OK]

Hint: Verify source and target sheets in filter action setup [OK]

Common Mistakes:

• Ignoring source-target assignment
• Blaming dashboard size
• Assuming filter actions only work on hover

5. You want to create a dashboard where clicking on a region in a map filters multiple charts by that region, but hovering over the map filters only one chart. How should you configure filter actions?

hard

A. Create two filter actions: one on click targeting multiple charts, one on hover targeting one chart

B. Create one filter action on click targeting all charts

C. Create one filter action on hover targeting all charts

D. Use a parameter instead of filter actions

Solution

1. Step 1: Understand different interaction types

   Click and hover are separate triggers for filter actions in Tableau.

2. Step 2: Configure multiple filter actions

   To have click filter multiple charts and hover filter only one chart, create two filter actions with different triggers and targets.

3. Step 3: Exclude incorrect options

   One filter action cannot have two triggers; parameters do not provide this interactive filtering behavior.

4. Final Answer:

   Create two filter actions: one on click targeting multiple charts, one on hover targeting one chart -> Option A

5. Quick Check:

   Separate filter actions for click and hover [OK]

Hint: Use separate filter actions for click and hover [OK]

Common Mistakes:

• Trying to use one filter action for both triggers
• Using parameters instead of filter actions
• Assuming hover can filter multiple charts differently