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You're reading from  Tableau Cookbook - Recipes for Data Visualization

Product typeBook
Published inDec 2016
PublisherPackt
ISBN-139781784395513
Edition1st Edition
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Author (1)
Shweta Sankhe-Savale
Shweta Sankhe-Savale
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Shweta Sankhe-Savale

Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as "civilize"), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau's visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.
Read more about Shweta Sankhe-Savale

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Using the filter action


As the name suggests, this action will help us drill down from a master view to show related and more detailed information in one or more target sheets. For example, drilling down to show relevant States by selecting a particular Region and further drilling down to show relevant cities by selecting a particular State from the filtered view. This kind of a structured drill down is often referred to as guided analytics. Let us understand how to create and use filter actions in Tableau.

Getting ready

We will use the already built dashboard for this recipe. We will begin by duplicating this dashboard and then creating the filter action to drill down from Sales distribution by Region sheet to Sales distribution by State as well as Sales distribution by Region and Category sheet. Let's get started.

How to do it…

  1. Begin by right-clicking on the Dashboard tab which says My first Tableau Dashboard and selecting the Duplicate Sheet option. Refer to the following screenshot:

  2. Rename...

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Tableau Cookbook - Recipes for Data Visualization
Published in: Dec 2016Publisher: PacktISBN-13: 9781784395513

Author (1)

author image
Shweta Sankhe-Savale

Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as "civilize"), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau's visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.
Read more about Shweta Sankhe-Savale