Introduction to Tableau Actions + Filter Actions demos + BONUS Topics

Ғылым және технология

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The first 1,000 people to use the link or my code sqlbelle will get a 1 month free trial of Skillshare: skl.sh/sqlbelle04221
In this video we look at an overview of Tableau Actions in worksheets/dashboards, with a focus on Filter Actions. We will go through multiple demos using Filter Actions, and changing every setting.
Bonus topics covered: navigation, and advanced Table Calculations to enhance your dashboards/worksheets.
Sections:
0:00 - Intro
0:18 - Where can we find them?
0:35 - Types of interaction - "Run action on"
1:01 - Types of Tableau Actions
4:43 - Demos of Filter Actions (Multiple walkthroughs)
19:10 - Bonus Topic/Demo 1: Navigation object
20:50 - Bonus Topic/Demo 2: Advanced Table Calculation - show number of matches

Пікірлер: 60

  • @sqlbelle
    @sqlbelle2 жыл бұрын

    The first 1,000 people to use the link or my code sqlbelle will get a 1 month free trial of Skillshare: skl.sh/sqlbelle04221

  • @georgeopoku1674

    @georgeopoku1674

    10 ай бұрын

    Hi I have question on tableau if that’s ok to ask?

  • @jellymaneducation6168
    @jellymaneducation6168 Жыл бұрын

    Jellyman Education here, a fellow KZread Tableau Trainer!! Awesome work SQLBelle!! So awesome to see how quickly your channel grew! Being a KZread Tableau Trainer myself and teaching this kind of stuff, I still learn so much from these videos after all these years! Fantastic as always!

  • @sqlbelle

    @sqlbelle

    Жыл бұрын

    Thank you so much Jed - much appreciated!

  • @sonnybigler8726
    @sonnybigler87265 ай бұрын

    Best tutorial on Tableau actions I have seen. Great job.

  • @BTS_Apobangpo
    @BTS_Apobangpo Жыл бұрын

    Must say that u have great knowledge in tableau and u make it easy and more informative to learn. I am so glad that u make these videos. U made another tableau learner life easy

  • @Wardaddy3
    @Wardaddy32 күн бұрын

    Thank you! Nicely explained and very helpful.

  • @MaryAnn-yi1pw
    @MaryAnn-yi1pw2 жыл бұрын

    Awesome lesson. I'm new to Tableau and I love your videos.

  • @hcdatatranslator
    @hcdatatranslatorАй бұрын

    This was a great video for me to go back to the basics

  • @sqlbelle

    @sqlbelle

    Ай бұрын

    Thank you!

  • @MrStark-zy6cd
    @MrStark-zy6cd2 жыл бұрын

    Exactly what I was waiting for, thank you so much 😊

  • @sqlbelle

    @sqlbelle

    2 жыл бұрын

    Thank you Mr Stark!

  • @ezhankhan1035
    @ezhankhan10354 ай бұрын

    Incredibly Informative as always - thank you!

  • @srem1971
    @srem19712 жыл бұрын

    Absolutely brilliant! Thank you!

  • @michafabich9213
    @michafabich92132 жыл бұрын

    wow! amazing! I was waiting for this

  • @sqlbelle

    @sqlbelle

    2 жыл бұрын

    Thank you Michal!

  • @likeminas
    @likeminas8 ай бұрын

    Thank you so much for this video. Very informative!

  • @Tony_Toni_Tone
    @Tony_Toni_Tone2 жыл бұрын

    Thank you for the amazing video. I have a couple of dashboards where only one sheet is filtered even though I selected it in the actions menu. Do you have any suggestions on how to fix this?

  • @ravimishra8564
    @ravimishra8564 Жыл бұрын

    Thanks Bella, it was an effective tutorial!

  • @Guna_cocktail
    @Guna_cocktail2 жыл бұрын

    Thanks for sharing the great detailed presentation as always.

  • @sqlbelle

    @sqlbelle

    2 жыл бұрын

    Thank you Guna!

  • @Kajan81
    @Kajan81 Жыл бұрын

    Nice video, thank you. I have a question on passing in an action from the dashboard into a custom query. For example, i have a scatter chart and when a user clicks on a given point in the scatter, i would like the selection to be passed into the custom query. Is this possible?

  • @sahaimukul
    @sahaimukul2 жыл бұрын

    Hi Really enjoy your informative videos. I have a question on adding dynamic commentary to line charts. I would also like to share the twbx file on this. please let me know how to do this

  • @georgeopoku1674
    @georgeopoku167410 ай бұрын

    Thanks for sharing Sqlbelle. If I have one dashboard to target different dashboard. Which type of filter can I use?

  • @cococnk388
    @cococnk388 Жыл бұрын

    Waooh all I can say ..... I have to study harder to know how to do complex calculations ... I enjoy the way you explain complex things in a simple way ...

  • @danyazhdanov2385
    @danyazhdanov23852 жыл бұрын

    Thank you, very insightful! Was searching for a good tutorial on filter actions to finish my dashboard which involves buttons with filters. Apparently it's hard to find a good source of information on this topic.

  • @sqlbelle

    @sqlbelle

    2 жыл бұрын

    Thank you Danya!

  • @gustavosantiago6679
    @gustavosantiago6679 Жыл бұрын

    that was great and really helpfull. I am using one action filter to hide(unhide) my sheet, but when I use the same field as a a filter to all the sheets that use the same data source, does not change the action filter, so my sheet will be hide, Any idea on how to change action filter using other filter??

  • @musavvarali5671
    @musavvarali5671 Жыл бұрын

    Extremely informative tutorial on Filter actions!!!!!!!!!!!1

  • @sqlbelle

    @sqlbelle

    Жыл бұрын

    Thank you Musavvar!

  • @TravisTraps
    @TravisTraps2 жыл бұрын

    Is it possible to use an Action Filter to update a normal dropdown/local filter? In this case, for the states, if you selected Nevada on the map (using action filter), then Nevada text would be selected on a standard, normal single selection drop down menu filter?

  • @sambarajkanaveni7312
    @sambarajkanaveni7312 Жыл бұрын

    Really it helps🙏

  • @nushabanasirli6743
    @nushabanasirli67432 жыл бұрын

    Thank you :*

  • @danicayong4731
    @danicayong47312 жыл бұрын

    Hi!! Is it possible to create a filter action with a secondary datasource?

  • @horizon6462
    @horizon6462 Жыл бұрын

    Thanks!

  • @AbhishekKumar-xd3qq
    @AbhishekKumar-xd3qq2 жыл бұрын

    thanks a lot god bless you sqlbelle we wait for your comment coz your comment is precious makes us feel on top of the town one question maem if you feel free what does sql refers to in your name its very interesting

  • @sqlbelle

    @sqlbelle

    2 жыл бұрын

    Thank you Abhishek - I appreciate your comment and feedback. About the "sql" part, I used to be more active in the SQL Server space (back in the day) and that's how I took up the name sqlbelle - mvp.microsoft.com/en-us/PublicProfile/4034916?fullName=donabel%20santos

  • @shaiksajeedahmed9944
    @shaiksajeedahmed99442 жыл бұрын

    Really your so awesome... Use full tutorial for filter actions and very important

  • @sqlbelle

    @sqlbelle

    2 жыл бұрын

    Thank you Shaik!

  • @gerthaljr
    @gerthaljr Жыл бұрын

    Excellent!!!

  • @sqlbelle

    @sqlbelle

    Жыл бұрын

    Thank you Gustavo!

  • @MrLukkil
    @MrLukkil Жыл бұрын

    Is there a way to automatically filter a whole dashboard when you navigate to it? I don't want to make the same worksheet multiple times.

  • @TechleadConsulting
    @TechleadConsulting Жыл бұрын

    Hello Madam, We are doing migration from Tableau to CRM analytics. Is there any similar functionality in CRM Analytics

  • @varunkumar-hv5sz
    @varunkumar-hv5sz Жыл бұрын

    Another way this helps is with quick filters that only show relevant values. To use an example of Category and Subcategory filters where subcategory is set to only show relevant values. A user selects Furniture as the category and Office Chairs as the subcategory. But if they now go back to select Office Supplies as the category the viz will go blank. Why? Because Office Chairs is not a valid subcategory of Office Supplies.

  • @diannegillam8788
    @diannegillam8788 Жыл бұрын

    Hi, I have a question regarding actions with filters. My worksheet already has filters added to it, however, when I add a filter action to my dashboard it then un-filters all filters in my worksheets, i can't seem to find what I am doing wrong.

  • @bubblegum7522

    @bubblegum7522

    2 ай бұрын

    I'm in the same boat😢, did you ever find an answer? 😊

  • @navinsakpal2685
    @navinsakpal26852 жыл бұрын

    Thank you so much for this video ma'am and also want to learn all basic functions of tableau in deep please help

  • @sqlbelle

    @sqlbelle

    2 жыл бұрын

    Thank you Navin, I have some playlists that cover basic functionalities as well. kzread.info/head/PLkZ_g9Y7eszLQMnIy0hylgO9kJD4643jn

  • @reshma1473
    @reshma14732 жыл бұрын

    Hi mam can u please make a complete course for people like me to learn in an organized manner ,please please,ur videos are soooooo understandable

  • @sqlbelle

    @sqlbelle

    2 жыл бұрын

    Thank you so much for your feedback and suggestion, Reshma. I am really hoping to develop a course as well. I do teach a curated course at a local college: www.bcit.ca/courses/introduction-to-visual-analytics-with-tableau-comp-2256/

  • @hussainvali2577
    @hussainvali25772 жыл бұрын

    very nice explanation🇮🇳🇮🇳🇮🇳

  • @sqlbelle

    @sqlbelle

    2 жыл бұрын

    Thank you Hussain!

  • @Sumanth0387
    @Sumanth03872 жыл бұрын

    Hi i want to create vacation tracker dashboard. Can u pls assist or advice any refference. Thanks

  • @tuan-anh-le

    @tuan-anh-le

    2 жыл бұрын

    Tbh I don't know what a vacation tracker looks like. But this video shows case lots of amazing visuals. I hope you'll find it useful. kzread.info/dash/bejne/ootlm9Wnh7vTe9Y.html

  • @rambabu12345able
    @rambabu12345able2 жыл бұрын

    hi madam... this is siva from hyderabad. working on TABLEAU since 5 years. you are from canada. so can i move canada for tableau job? how is tableau job market in canada? how i contact to you? please suggest

  • @munagalaphani8427
    @munagalaphani84272 жыл бұрын

    CAN ANYONE HELP ON THIS PLEASE, A BIT URGENT ON IT. Let say there is a data as below: - Date field (order date) of 12 months data ( Jan 1st 2021 to Dec 31st 2021). I have created 3 parameters 1. Schedule - DAILY, WEEKLY, MONTHLY 2. Counts - 1 2 3 4 5 6 7 3. Order start date - desired date (users choice) Now the question is, when i select parameters as below, the similar output i want to get. Scenario 1: Schedule = DAILY Count = 3 Order State Date = 20-JAN-21 Output: (It should be the 3 records from order start date based on schedule) 20-JAN-21 21-JAN-21 22-JAN-21 Scenario 2: Schedule = WEEKLY Count = 3 Order State Date = 20-JAN-21 Output: ( from the given date to that dates end of week and next 2 weeks complete) - so the 3 week count from current date 20,21,22,23 - first Week (from given date to end of week) 24,25,26,27,28,29,30 - second whole week 31, 01(feb), 02,3,4,5,6 - third whole week Scenario 3: Schedule = MONTHLY Count = 2 Order State Date = 20-JAN-21 Output: from 20th jan 2021 to feb 28 2021.

  • @ZzZzZiggy
    @ZzZzZiggy9 ай бұрын

    Hmmmm? Why did we need to wrap the COUNTD inside of the TOTAL func? I am not getting it. Wonderful video otherwise! ^^

  • @benmartin3609
    @benmartin36092 жыл бұрын

    still kind of confused on the difference between actions and navigation

  • @sqlbelle

    @sqlbelle

    2 жыл бұрын

    Thanks Ben. An "action" does something when a mark (like bar, or map, or symbol) is clicked or hovered on. For example, it can filter as it navigates, or it can just filter. It can highlight on over. It can go to a URL. A "navigation" button just simply allows you to go to another worksheet or another dashboard without "doing" anything. For example, if you click on a state, you cannot pass that state value to the worksheet or dashboard you go to. Does this help?

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