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Showing posts with label tableau dashboard. Show all posts

April 22, 2026

How to Make Your Worksheet Actions Work on a Dashboard

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In this video, you'll learn:

- Why worksheet actions break on dashboards
- The exact menu path to find and fix it (Dashboard → Actions → Edit)
- How to switch the source from the worksheet to the dashboard
- How to verify your target set is still correctly configured before closing

Like this? You'll love Next-Level Tableau. Learn more here.

March 9, 2026

Highlight vs Filter Actions in Tableau: When Should You Use Each?

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Highlight vs Filter Actions in Tableau can completely change how users interact with your dashboards. In this tutorial, you’ll learn the difference between highlight actions and filter actions, when to use each one, and how to build both into a Tableau dashboard from start to finish.

Using a practical end-to-end example, we’ll create charts, assemble them into a dashboard, and add interactive actions that improve usability and analysis. By the end, you’ll understand how highlight actions guide attention, how filter actions change the view, and how to use both together to create more effective Tableau dashboards.

Whether you’re new to Tableau dashboard actions or looking to sharpen your skills, this walkthrough will help you build more interactive and user-friendly dashboards with confidence.



June 30, 2021

Sample KPI Dashboard

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This week at The Data School, I was teaching DS24 about dashboard best practices and how to effectively use containers. We picked a visualization from the wild (this one by Ryan Sleeper) as an example for us to rebuild and to learn about effective use of containers.

If you'd like to learn more, here are two videos I produced about mastering containers:

  1. Mastering Containers (Part 1)
  2. Mastering Containers (Part 2)

To see how we build the example below, feel free to download it and pick it apart. However, if you really want to learn how to build something like this, try to rebuild it based on the image alone. The videos above will definitely help.

Thank you Ryan for the inspiration!