Highlight actions in Tableau - Cheat Sheet & Quick Revision

Recall & Review

beginner

What is a Highlight Action in Tableau?

A Highlight Action in Tableau lets you emphasize related data points in a dashboard when you select or hover over a mark. It helps users quickly see connections between data.

beginner

How do you create a Highlight Action in Tableau?

You create a Highlight Action by going to Dashboard > Actions > Add Action > Highlight. Then, you choose the source sheet, target sheet, and fields to link for highlighting.

beginner

What happens when you hover over a mark with a Highlight Action set?

When you hover over a mark, Tableau highlights related marks in the target sheet by changing their color or brightness, making them stand out from other data points.

intermediate

Can Highlight Actions be used between different sheets in Tableau dashboards?

Yes, Highlight Actions can link different sheets in a dashboard. Selecting or hovering on one sheet highlights related data in another sheet, helping users explore relationships.

intermediate

What is the difference between Highlight Actions and Filter Actions in Tableau?

Highlight Actions emphasize related data by changing appearance but keep all data visible. Filter Actions limit data shown by removing unrelated marks from the view.

What does a Highlight Action do in Tableau?

A Removes unrelated data points from the view

B Emphasizes related data points by changing their appearance

C Creates a new calculated field

D Exports data to Excel

Highlight Actions emphasize related data points by changing their color or brightness without removing data.

Where do you add a Highlight Action in Tableau?

A Format > Highlight Options

B Worksheet > Filters > Add Highlight

C Dashboard > Actions > Add Action > Highlight

D Data > New Highlight

Highlight Actions are added via Dashboard > Actions > Add Action > Highlight.

Can Highlight Actions link multiple sheets in a dashboard?

A Only if sheets are on separate dashboards

B No, they only work within one sheet

C Only if sheets use the same data source

D Yes, they can highlight related data across sheets

Highlight Actions can link multiple sheets to highlight related data across them.

What user action typically triggers a Highlight Action?

A Hovering or selecting a mark

B Right-clicking a mark

C Double-clicking a sheet

D Refreshing the dashboard

Highlight Actions are triggered by hovering over or selecting marks.

How does a Highlight Action differ from a Filter Action?

A Highlight changes appearance; Filter removes data

B Highlight removes data; Filter changes appearance

C Both remove data

D Both change appearance only

Highlight Actions change how data looks; Filter Actions remove unrelated data from view.

Explain how Highlight Actions improve dashboard interactivity in Tableau.

Think about how users explore data by focusing on related information.

Describe the steps to create a Highlight Action in a Tableau dashboard.

Remember the menu path and key choices for linking sheets.