URL actions in Tableau - Cheat Sheet & Quick Revision

Recall & Review

beginner

What is a URL action in Tableau?

A URL action in Tableau is a feature that lets you open a web page or another resource by clicking on a mark or dashboard element. It connects your dashboard to external websites or files.

beginner

How do URL actions improve dashboard interactivity?

URL actions let users click on parts of the dashboard to open related web pages or reports, making the dashboard more interactive and connected to external information.

beginner

Which Tableau element can trigger a URL action?

A URL action can be triggered by clicking on marks in a worksheet, buttons, or dashboard objects that support actions.

intermediate

What is the purpose of using parameters in URL actions?

Parameters let you pass dynamic values from your dashboard, like selected data points, into the URL. This customizes the web page or resource opened based on user choices.

intermediate

Can URL actions open files stored locally on your computer?

No, URL actions generally open web URLs or network locations accessible by the browser. Opening local files depends on browser security and is usually restricted.

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

A It opens a web page or resource specified by the URL.

B It filters the data in the dashboard.

C It exports the dashboard as a PDF.

D It refreshes the data source.

Clicking a mark with a URL action opens the web page or resource linked by the URL.

Which of these can you include in a URL action to make it dynamic?

A Dashboard filter values

B Tableau version number

C Only the dashboard title

D Static text only

You can include dashboard filter values or field values to make the URL dynamic.

Where do you configure URL actions in Tableau?

A In the Data pane

B In the Dashboard menu under Actions

C In the Worksheet formatting options

D In the Data Source tab

URL actions are set up in the Dashboard menu under Actions.

Can URL actions open a new browser tab or window?

A Only on mobile devices.

B No, it always opens in the same tab.

C Only if you use a special browser plugin.

D Yes, you can choose to open in a new tab or window.

Tableau lets you choose to open URL actions in a new browser tab or window.

What is a common use case for URL actions?

A To create calculated fields.

B To change the dashboard layout.

C To link to detailed reports or websites related to the data.

D To refresh the data source.

URL actions commonly link dashboards to detailed reports or external websites.

Explain how URL actions enhance user experience in Tableau dashboards.

Think about clicking on dashboard parts to open web pages.

Describe the steps to create a URL action in a Tableau dashboard.

Focus on the menu path and options to set up the action.