URL actions in Tableau - Dashboard Guide

Dashboard Mode - URL actions

Dashboard Goal

Help sales managers quickly access detailed customer profiles by clicking on customer names in the sales summary.

Sample Data

Customer Name	Region	Sales	Orders
Alpha Corp	East	120000	15
Beta LLC	West	95000	12
Gamma Inc	East	78000	9
Delta Co	South	67000	8
Epsilon Ltd	West	54000	7

Dashboard Components

• KPI Card: Total Sales calculated as SUM([Sales]). Result: 414000
• Table: Sales Summary by Customer showing [Customer Name], [Region], [Sales], and [Orders].
• URL Action: Clicking on a [Customer Name] opens the customer profile webpage. The URL pattern is https://companyprofiles.com/customers/<Customer%20Name> where spaces are replaced by '%20'. For example, clicking 'Alpha Corp' opens https://companyprofiles.com/customers/Alpha%20Corp.

Dashboard Layout

+---------------------------+
|       Total Sales KPI      |
+---------------------------+
|                           |
|  Sales Summary Table       |
|  (Customer Name clickable) |
|                           |
+---------------------------+

Interactivity

The URL action is linked to the Customer Name field in the sales summary table. When a user clicks a customer name, Tableau opens the corresponding customer profile webpage in a new browser tab. This allows quick access to detailed customer information without leaving the dashboard.

Self Check

If you add a filter for Region = East, which components update?

• The Sales Summary Table will show only customers from the East region (Alpha Corp and Gamma Inc).
• The Total Sales KPI will update to sum sales only for East region customers (120000 + 78000 = 198000).
• The URL action remains active but now only clickable for the filtered customers.

Key Result

Sales summary dashboard with clickable customer names opening their profile pages via URL actions.

Practice

1. What is the primary purpose of URL actions in Tableau dashboards?

easy

A. To export dashboard data to Excel files

B. To link dashboard elements to external web pages or resources

C. To filter data within the dashboard automatically

D. To change the color of dashboard charts dynamically

Solution

1. Step 1: Understand URL actions functionality

   URL actions allow dashboard elements to open web pages or external resources when triggered.

2. Step 2: Compare other options

   Changing colors or filtering data are done by other Tableau features, not URL actions.

3. Final Answer:

   To link dashboard elements to external web pages or resources -> Option B

4. Quick Check:

   URL actions = link to web pages [OK]

Hint: URL actions connect dashboards to websites or files [OK]

Common Mistakes:

• Confusing URL actions with filters
• Thinking URL actions change dashboard visuals
• Assuming URL actions export data

2. Which of the following is the correct syntax to insert a field value into a URL action in Tableau?

easy

A. http://example.com/product=[Product ID]

B. http://example.com/product=<[Product ID]>

C. http://example.com/product=<Product ID>

D. http://example.com/product=Product ID

Solution

1. Step 1: Identify Tableau field insertion syntax

   Tableau uses angle brackets around the exact field name without brackets inside, like <Product ID>.

2. Step 2: Check options for correct syntax

   http://example.com/product=<Product ID> correctly uses <Product ID> without extra brackets or symbols.

3. Final Answer:

   http://example.com/product=<Product ID> -> Option C

4. Quick Check:

   Field insertion = <Field Name> [OK]

Hint: Use <Field Name> exactly to insert field values in URLs [OK]

Common Mistakes:

• Adding extra brackets inside angle brackets
• Using square brackets inside URL
• Forgetting angle brackets around field name

3. Given a URL action set as http://sales.com/details?region=<Region>&product=<Product>, what URL will open when a user clicks on a data point with Region = 'West' and Product = 'Shoes'?

medium

A. http://sales.com/details?region=<Region>&product=<Product>

B. http://sales.com/details?region=West&product=

C. http://sales.com/details?region=Shoes&product=West

D. http://sales.com/details?region=West&product=Shoes

Solution

1. Step 1: Substitute field values into URL

   Replace <Region> with 'West' and <Product> with 'Shoes' in the URL template.

2. Step 2: Verify correct order and values

   The URL becomes http://sales.com/details?region=West&product=Shoes exactly as in http://sales.com/details?region=West&product=Shoes.

3. Final Answer:

   http://sales.com/details?region=West&product=Shoes -> Option D

4. Quick Check:

   Field values replace placeholders correctly [OK]

Hint: Replace placeholders with actual field values in URL [OK]

Common Mistakes:

• Mixing up field values order
• Not replacing placeholders
• Leaving placeholders unchanged

4. You created a URL action but clicking it does nothing. Which of the following is the most likely cause?

medium

A. The URL contains incorrect field syntax like missing angle brackets

B. The dashboard filter is not applied

C. The data source is not refreshed

D. The worksheet has no filters

Solution

1. Step 1: Check URL action syntax

   If the URL syntax is wrong, such as missing < and > around fields, Tableau cannot build the URL properly.

2. Step 2: Understand other options

   Filters or data refresh issues do not prevent URL actions from triggering clicks.

3. Final Answer:

   The URL contains incorrect field syntax like missing angle brackets -> Option A

4. Quick Check:

   Incorrect syntax blocks URL action [OK]

Hint: Check angle brackets around fields in URL [OK]

Common Mistakes:

• Ignoring syntax errors in URL
• Blaming filters for URL action failure
• Not testing URL outside Tableau

5. You want to create a URL action that opens a Google search for the selected product name. Which URL template should you use to make the search dynamic?

hard

A. https://www.google.com/search?q=<Product Name>

B. https://www.google.com/search?q=Product Name

C. https://www.google.com/search?q=[Product Name]

D. https://www.google.com/search?q={Product Name}

Solution

1. Step 1: Identify correct field insertion syntax

   Tableau requires angle brackets around the exact field name to insert dynamic values, so <Product Name> is correct.

2. Step 2: Check URL format for Google search

   The URL https://www.google.com/search?q= followed by the field value creates a dynamic search link.

3. Final Answer:

   https://www.google.com/search?q=<Product Name> -> Option A

4. Quick Check:

   Dynamic URL uses <Field Name> syntax [OK]

Hint: Use <Field Name> to insert dynamic values in URLs [OK]

Common Mistakes:

• Using brackets other than angle brackets
• Hardcoding field names as text
• Forgetting to include query parameter 'q='