PATH Tips/Best Practices- How to Automatically Apply Worksheet Actions as Dashboard Actions

Posted on Posted in dicas tableau

In this tip, you will learn how to automatically apply Worksheet Actions as Dashboard Actions. To do this, we will use the Superstore database available on Tableau.



Step 1: Right-click the Category dimension and select create set. Choose ” Material de Escritório” and create the set called Category Set.




Step 2: Create a calculated field called Drill Down Subcategory with the following configuration:



Step 3: Go to Worksheet and select Actions to create a set action as following image:



Step 4: Drag the Category dimension and the calculated field created in step 2 to lines. Drag the Sales measure to column. After that, drag Category in the Color tag and sort your chart down. Note that when you click on a Category, the chart drills down to its corresponding subcategory.




Step 5: In a new Dashboard insert the Set Tip worksheet that contains the previously created bar chat.

  • Note that clicking on a Category, the set action created in the worksheet does not work for your Dashboard.



  • Go back to the Set Tip worksheet and change the previously created Set Action so you will make a worksheet action automatically apply to a dashboard action  without having to create a separate dashboard action. For this, we will change the source worksheet, editing the action already created and selecting the base Example – Superstore, as the following image:



And That’s it! Now you know how to automatically apply worksheet actions as dashboard actions.