Filter actions in Tableau - Cheat Sheet & Quick Revision

Recall & Review

beginner

What is a filter action in Tableau?

A filter action lets you click on one part of a dashboard to filter data in another part. It helps you explore data by focusing on what you want to see.

beginner

How do filter actions improve dashboard usability?

They let users interact with the dashboard easily by clicking to see related data. This makes the dashboard more dynamic and user-friendly.

intermediate

Which types of filter actions can you create in Tableau?

You can create filter actions based on selecting marks, hovering over marks, or menu selections. Each triggers filtering differently.

intermediate

What is the difference between a filter action and a quick filter in Tableau?

A filter action is triggered by clicking or hovering on dashboard elements, while a quick filter is a manual filter control like a dropdown or slider.

beginner

How do you set up a filter action in Tableau?

Go to Dashboard > Actions > Add Action > Filter. Then choose source and target sheets, and define how the filter works.

What happens when you click a mark in a Tableau dashboard with a filter action?

A The dashboard refreshes completely

B Nothing happens

C The data source is deleted

D The related data in other sheets is filtered

Clicking a mark triggers the filter action to show related data in other sheets.

Which menu path lets you add a filter action in Tableau?

A Data > New Filter

B Worksheet > Filters > Add Filter

C Dashboard > Actions > Add Action > Filter

D Format > Filter Settings

Filter actions are added via Dashboard > Actions > Add Action > Filter.

Which of these is NOT a trigger for filter actions?

A Typing in a search box

B Hovering over marks

C Using a menu selection

D Selecting marks

Typing in a search box is not a trigger for filter actions.

What is the main benefit of using filter actions?

A To change data sources

B To make dashboards interactive and focused

C To export data automatically

D To create new calculated fields

Filter actions make dashboards interactive and help users focus on specific data.

Can filter actions be used to filter multiple sheets at once?

A Yes, you can select multiple target sheets

B No, only one sheet can be filtered

C Only if sheets are in different dashboards

D Only if sheets use the same data source

Filter actions can target multiple sheets to filter them simultaneously.

Explain how filter actions work in Tableau dashboards and why they are useful.

Think about how clicking one chart affects others.

Describe the steps to create a filter action in Tableau.

Remember the menu path and choices needed.

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