Tableau Actions

Actions in Tableau connect separate sheets and dashboards together, letting a click, hover, or menu selection on one view affect another.

Types of Actions

• Filter Action - selecting a mark on one sheet filters the data shown on another.
• Highlight Action - selecting a mark highlights matching marks elsewhere without filtering out the rest.
• URL Action - opens a web page, often passing selected values into the URL.
• Go to Sheet/Go to Page - navigates between dashboards or story points.

Creating an Action

Dashboard menu -> Actions -> Add Action -> choose action type
Set source sheet(s), target sheet(s), and the running behavior (Select / Hover / Menu)

Example

Clicking a region on a map could filter a detailed sales table on the same dashboard to show only that region's data - a classic drill-down interaction built entirely with a Filter Action.