Highlight actions use color to identify specific values on a worksheet or dashboard. In this video, learn how to define a highlight action.
- [Instructor] When you create a dashboard, you give yourself quick access to overviews of your data. You'll probably care most about a subset of that data at any given time. So Tableau lets you highlight data according to rules that you define. In this movie, I will show you how to define an action that lets you apply a highlight quickly. My sample file is 1305 highlight action, and you can find it in the chapter 13 folder of the exercise files collection. In this workbook, I have a dashboard sheet, it's named dashboard one, however, the title I've given it is job category focus and you can see why, I have a table for orders by job title, sales by job title, and then sales by category and title. Each of those dashboard elements relates to a worksheet in the workbook. If I click an individual items such as a job title, sales associate one, then you see that that item is highlighted within the table but nothing else about the display changes. Using a highlight action, you can click a single item and then have that selection affect how items are displayed within the rest of the dashboard. So I will click inside of the sales by job title panel, but away from my selection to deselect it, and now I can create the highlight action. I'm in a dashboard so I will go to the Dashboard menu and a little lower than halfway down is Actions, so I'll click that, and the Actions dialog box appears. I'll go ahead and click the Add Action button and I want to create a highlight action, so I will click Highlight. Doing so displays the Add Highlight Action dialogue box and I'll change the name of the highlight rule. I'll change it to title highlight, and I just need to look through the dialog box to make sure everything else is as expected. I want to be able to use any sheet on the dashboard as the source for the highlight action, so I'll make sure that the checkboxes are all checked next to my three sheets, and then the target sheets again on dashboard one, I want everything to affect everything else so I don't need to clear any checkboxes. Next, I can identify how I want the highlight to be run, so it can be run when you hover over an item when you select it or when you click and use a menu. In this case I will stay with Select because hovering I found from mouse movement can cause the highlights to change in distracting ways, so I'll stay with Select. And then the target highlighting will be All Fields, right? Everything is good. I'll click Ok, click Ok again, and my highlight rule is now in effect. If I want to highlight sales associate then I can click the first item in sales by job title or orders by job title, and when I do you can see that sales associate is highlighted in sales by job title. It's also highlighted in orders by job title and in the category and title visualization at the bottom of the dashboard. If I go over to the orders by job title, text table and click sales associate four then the highlight changes. One thing to watch out for, the visualization type that you create can affect how a highlight action works. So as you can see, clicking in a text table highlighted everything as expected. However, if I go down to the side by side column visualization under category and title, and click say sales associate one, then only sales associate one for drones is highlighted in the lower visualization, but you notice the sales associate one is highlighted and the orders by job title and sales by job title text tables. So be on the lookout for how highlight rules affect the contents of your dashboard. Regardless when you're done, you can click on blank spots of any of the dashboard elements until the highlight action is removed.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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