Interactive Dashboard in Tableau using Action Filter | Parameter Action | Highlight Action
Вставка
- Опубліковано 22 лип 2024
- How to create a tableau interactive dashboard from start to end using parameter action, action filters and highlight action. How to use tableau to visualize your data in a interesting way. Will also be sharing a tip to remove fading of section in dashboard when we click on particular selection using tableau highlight action. Step by step tutorial on tableau dashboard for beginner to pro.
The power of interactive dashboard enable you to visualise your data, filter on demand and simply click to dig deeper into underlying data - Getting to insights isn’t only fun but its fast.
Tableau dashboard link: public.tableau.com/views/Inte...
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⏱ TIMESTAMPS
00:00 - Introduction
01:06 - Requirement and scoping and audience for dashboard
02:10 - How will the final dashboard look like
03:51 - Steps to create a basic interactive dashboard in tableau
04:27 - Connect to Sample Superstore Data set
05:05 - First worksheet to show Sales for selected Quarter
06:20 - Second worksheet to show Sales by Sub categories for selected Quarter
07:48 - Third worksheet to show Sales trend
09:23 - Forth worksheet to show Sales timeline by Quarter
12:11 - Show different colour for each selection using parameter action
15:56 - Create a dashboard by bringing all the worksheets together using layout containers
17:52 - Parameter action to assign value to parameter on quarter selection
19:23 - How to remove fading of other values with particular selection on a chart
22:47 - How to use highlight action to highlight trend line on sub category hover over
‼️ DISCLAIMERS
Links included in this description may be affiliate links. When you buy a product or service with these links, I may receive a small commission. However, there is no additional cost to you :) I genuinely appreciate you supporting my channel so I can continue to provide you with awesome content for free!
Your channel is Tableau learning powerhouse. Appreciate.
Thanks Harish 🙏
Stay tuned for more such videos
Thank you for sharing, great practice for parameters and actions !
Thanks Jordon 🙏🏽
Great video, very clear and concise and the music in the background really helped me concentrate. Thanks
Thanks for your feedback and supporting my channels 🙏
Thanks for posting the video as promised 😊
You are welcome 🙏
Thank you for this amazing content. Explained very well. I can able to use this technique in my presentation.
Wonderful! Glad it was helpful :-)
Excellent! Thank you.
Glad you liked it. Thanks for supporting my channel and stay tuned for more such videos 🙂
Amazing tricks, thanks much
You are welcome. Glad you find it useful. Thanks for your feedback 🙂
Interesting Gurupreet Singh!! keep posting the videos like this
Thanks 🙏
Stay tuned for more such videos 😊
Very much useful.
Glad it was helpful!
Thank you for the Nice dashboard
🙏🏽you are welcome 🙏🏽
Stay tuned for more such tutorials
The video is very helpful.
Glad it was helpful! Thanks for supporting my channel 🙏
Excellent , humble request kindly post few more dashboard videos
Thanks for your feedback Soumalya. Will try my best to post more videos on dashboard designing. Is there anything in particular you are looking for in dashboard videos? Please let me know as that will help me in creating the tutorial. Cheers!
Very useful.
Thanks Ritika
Is the chart at the bottom a visual best practice?
Excellent..
Thank you! Cheers!
how to see all values?? if We want to see sales by all the years then there is no option for it in your dashboard because there is only one option to select which is quarter 1,2 etc But it is no value like all Which we have in filtres
This was very helpful! I have implemented something similar on a table. Is there any way we can also change the background color of the cell on selection? similar to how we changed the color of the shape.
Hi Suzanne, yes you can conditionally format the text cell in tableau. Check out my below tutorial for details:
ua-cam.com/video/JF03n8zfhA8/v-deo.html
Hey great video man, earned my sub. I have a question if you see this. Why did adding a blank field to the time series allow you to keep the other quarter selections colored? I cant wrap my head around what adding that blank field in quotes actually did
Hi Josh, Apologies for replying late.
Adding a blank field in the calculation returns us a boolean result.
Example
Quarter(Date) = Quarter(Parameter)
It will return either "True" or "False"
True if the Quarter value matches with the parameter selection which will be only one quarter.
Rest all other Quarters will fall under "False" category.
That way we can choose the quarter selection (True) as coloured and the false value (All other Quarters) , we can give any other colour for non selection.
Hope that helps.
Cheers!
Thank you so much for your video 🙏🏾. Please I just texted you on Instagram. I really wanted to know how I can create a reset button that will reset (desactivate) action filters because let’s say I want all my total sales to show instead. I’d appreciate your help on this please 🙏🏾
Thanks for your feedback. You could use the revert button on the server / tableau cloud once it's published. It will revert all the filters to original value.
Alternatively you could use parameter actions to achieve the same. Please try and let me know if you need more information. Cheers!
Sir how is future scope for tableau and power bi for next 10-12 years
Hey excellent video , all I need to know is after selecting dual axis , one also synchronizes the axis , but in this case I did not see this any reason ? or is it because both the measures are same ?
Hi Anil,
Thats correct. If your measure values are same then its automatically synchronised.
It's amazing
I am so thankful for your nice video materials...
It's hard to describe all of my emotions.
You have made a great deal)
After repeating it in Tableau Public I have two questions:
Can I repeat the same for the first and the last quarter like in the video?
How can I change the size (zoom out) of some graphics on the dashboard?
You can change the size by going to size mark and increase it there. Hope that helps.
@@DataVizCanvas , thank you!
I'll figure out how to do it)
In any case you work is awesome 😃
This is very great video! Question: is there any way: when we click one of those quarters, the sales trend will change it as well? So, we don't need to hover over the sales by subcategory.
That’s a great question Javier.
Yes that can be achieved by creating another action filter the way we created for quarter selection and sales by sub categories. In this case you just select sales trend worksheet instead of sales by sub categories. Hope that helps . Please try that and let me know in case of any issues.
@@DataVizCanvas Okay thank you. Anyway, have you made tutorial for the percent change? like I want to see like green arrow for +%percent change per quarter or red arrow for the -% change per quarter. I think it would be nice to have them beside the sales number :)
I have tried for like 3 hours, but it could not work. I give up. lol
@@jacobs4985 Check out my below tutorial on KPI indicators where you can show green or red arrow based on the percentage change. Hope that helps 🙂
ua-cam.com/video/-Yb_oecroZc/v-deo.html
Hi! I tried to make it like this for the year. I got 3 years, but it only showed 2 years. Any solution for this?
Do you have a filter on a year value? That could be one of the reason that its only showing 2 years instead of 3.
Please share more details or tableau public link to your dashboard and i will try to look into it.
Had you shared the data files ?
Hi Temp, you can check out the dashboard on tableau public and download the .twbx file with data packaged in it.
public.tableau.com/app/profile/gurpreet.singh2669/viz/InteractivedashboardinTableau/Dashboard1
Hope that helps
Cheers!
@@DataVizCanvas Can we have the excel file or CVS?
Thumbnail is pretty misleading
Thanks for your feedback. Will see what I can do in future to avoid this.
agree. I thought this is what i'm looking for. A Tabelau dashboard with dark backround
@@haruco0909 making a dashboard with a dark background is simple enough the the dashboard in the thumbnail looks like it was made in a different software.