How actions work

In Tableau, an action is a user-initiated event that triggers a response from Tableau. You've seen a few examples of actions used in dashboards. We'll now consider some details of how actions work in Tableau.

Tableau supports three kinds of action:

  • Filter actions: The user's action causes one or more filters to be applied to one or more views
  • Highlight actions: The user's action causes specific marks and headers to be highlighted in one or more views
  • URL actions:The user's action causes a specific URL to be opened (either in a browser, a new tab, or in an embedded web object)

Certain actions are automatically generated by Tableau based on shortcuts. For example, you can select Use as Filter from the drop-down menu of a view on a dashboard, resulting in an automatically generated filter action. Enabling highlighting using the button on a discrete color legend or from the toolbar will automatically generate a highlight action:

You can also create or edit dashboard actions by navigating to Dashboard | Actions from the menu. Let's consider the details of each type of action.

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