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.