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.