Create a Dashboard: Add Actions for Interactivity

Question 1

What are actions?

Answer 1

Features of dashboards that allow users to interact directly with the data in the view and access related web-based content

Question 2

Some actions require what two types of sheets? What does this mean?

Answer 2

Source sheet, where the users interact to start the action, and target sheet, where the results of the actions are displayed

Question 3

What are the three types of actions?

Answer 3

Highlight, Filter, URL

Question 4

What does a Highlight Action do?

Answer 4

Colors targeted marks and dims others

Question 5

When would you want to use a Highlight Action?

Answer 5

When you want to leave your targeted data in context

Question 6

What does a Filter Action do?

Answer 6

Filter your data down to only the targeted data across multiple views

Question 7

When would you want to use a Filter Action?

Answer 7

To drill down on specific data, to show trends within subsets of data, or to find specific data points

Question 8

What type of action can be used to navigate to other sheets?

Answer 8

Filter Action

Question 9

What does a URL action do?

Answer 9

Connects users to web-based resources

Question 10

For each of the three types of actions, what are the three ways to run the actions?

Answer 10

Hover, Select, Menu

Question 11

Hover is similar to what other mechanism in Tableau?

Answer 11

Tooltips

Question 12

What type of action is Hover best for?

Answer 12

Highlight Action

Question 13

What type of action is Select best for?

Answer 13

Filter Action

Question 14

How do you run an action with a Menu?

Answer 14

You include the action link in a Tooltip

Question 15

What type of action is Menu best for?

Answer 15

URL Action

Question 16

Where can the Actions dialog box be accessed?

Answer 16

Dashboard menu > Actions

Question 17

Highlight Actions can be applied to what dimensions in a view, relative to what you have selected?

Answer 17

It can be applied to the same dimension, or a higher level dimension in the view

Question 18

How can you turn Highlighting on and off using a legend?

Answer 18

Use the button in the top right of the legend

Question 19

When clearing a selection from an action, what are the three options for how the view changes?

Answer 19

Leave the filter applied, clear the selection and show all values, or exclude all values

Question 20

How do you make a dynamic URL action?

Answer 20

In the Action menu, click the arrow to the right of the name to add a field name, which will update the title. Click the arrow to the right of the URL to add a field name, which will update the link.

Question 21

Including a field name in the action is called a _________ action

Answer 21

Dynamic