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.