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Tableau Cookbook - Recipes for Data Visualization

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

Product type Book
Published in Dec 2016
Publisher Packt
ISBN-13 9781784395513
Pages 504 pages
Edition 1st Edition
Languages
Author (1):
Shweta Sankhe-Savale Shweta Sankhe-Savale
Profile icon Shweta Sankhe-Savale

Table of Contents (18) Chapters

Tableau Cookbook – Recipes for Data Visualization
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
1. Keep Calm and Say Hello to Tableau 2. Ready to Build Some Charts? Show Me! 3. Hungry for More Charts? Dig In! 4. Slice and Dice – Grouping, Sorting, and Filtering Data 5. Adding Flavor – Creating Calculated Fields 6. Serve It on a Dashboard! 7. The Right MIX – Blending Multiple Data Sources 8. Garnish with Reference Lines, Trends, Forecasting, and Clustering 9. Bon Appétit! Tell a Story and Share It with others 10. Formatting in Tableau for Desserts Index

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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