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Tableau URL Action 97

This document provides a step-by-step guide for creating URL actions in Tableau. URL actions allow dashboards to open webpages either in the default browser or as an embedded page within the dashboard. The steps include: 1) Creating a new dashboard and adding worksheets 2) Adding a URL action to open a team's NBA homepage when selecting the team from a menu 3) Adding another URL action to open the team's Wikipedia page from the menu 4) Adding a filter action to highlight the selected team's data across multiple worksheets

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Giri Raj
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40 views

Tableau URL Action 97

This document provides a step-by-step guide for creating URL actions in Tableau. URL actions allow dashboards to open webpages either in the default browser or as an embedded page within the dashboard. The steps include: 1) Creating a new dashboard and adding worksheets 2) Adding a URL action to open a team's NBA homepage when selecting the team from a menu 3) Adding another URL action to open the team's Wikipedia page from the menu 4) Adding a filter action to highlight the selected team's data across multiple worksheets

Uploaded by

Giri Raj
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 9

Tableau URL Action – How to

Create URL Action


1. Objective
In our last Tutorial, we study How to Add Data Layer to Map in Tableau Here,
in this tutorial, we are going to study What is Tableau URL Action, How to
create URL action in Tableau, a stepwise description.
So, let us start Tableau URL Action.

Introduction to Tableau URL Action

2. What is Tableau URL Action


Tableau URL action allows the dashboard to invoke a webpage, either using
the user’s default web browser or using a web page placeholder that exists in
the dashboard. Adding a URL action in Tableau can add a lot of value to a
dashboard because it can allow additional information to be searched or
fetched in addition to information the dashboard already offers. This can
definitely engage the end users.
Read about Tableau Filter Operations in detail

3. Create URL Action in Tableau


Following are the steps to create Tableau URL Action, let’s see them one by
one:
i. At the bottom of your Tableau design area are three tabs with plus signs,
which allow you to create a new sheet, dashboard, and story point respectively.
Click on the middle icon with the grid to create a new dashboard.

Step. 1 Creating URL Action in Tableau

ii. When in the dashboard design area, the sidebar becomes a Dashboard bar,
showing the available worksheets and other dashboard components.

Step. 2 Creating URL Action in Tableau

iii. Change the dashboard name to Team and Players – Embed URL.
iv. Check the Show dashboard title checkbox. This will show the dashboard
title text box on the dashboard.
Let’s learn Type Conversion in Tableau Calculated Fields 
v. Change dashboard title to show the following

Step. 5 Creating URL Action in Tableau

vi. Right-click on the dashboard title, and select Format Title. Choose a light
gray background to the title.
vii. If needed, adjust the height of dashboard title so the whole text is visible.
viii. Under the Objects section, ensure that Tiled is selected and not Floating.
Read about Tableau Collapsing Menu Container or Hamburger Menu
ix. Click on the Dashboard menu, and choose Format.
x. Under Dashboard Shading, change the color beside Default to a light color.
This will set the dashboard background color.
xi. Drag the worksheets from the Dashboard tab, under the Sheets section,
onto the dashboard.
 Drag the Teams worksheet. By default, when Tiled is selected, this
worksheet will occupy the whole dashboard space.
 Drag Web Page from the Objects section to the right of Teams.
Step. 11 Creating URL Action in Tableau

 Drag Points History below Teams, but to the left of the web page
component.

Step. 11 Creating URL Action in Tableau


xii. Click the color legend to activate it, and select the X in the top-right corner
to remove it from the dashboard.
How can we Add Worksheets And Renaming Worksheet In Tableau
xiii. Click on the Dashboard menu and select Actions.

Step. 13 Creating URL Action in Tableau

xiv. In the Actions window, click on Add Action, and choose URL.
Step. 14 Creating URL Action in Tableau

xv. In the Add URL Action window:


Change the Name to Check out the <Team> NBA.com home page
Change the Run action on: to Menu
Add the URL http://www.nba.com/<Team>/
Click OK to close the window
Step. 15 Creating URL Action in Tableau

xvi. Add another URL action with the following settings:

 Change the Name to Look for <Team> information on Wikipedia


 Change the Run action on: to Menu
Let’s know about Joining Data in Tableau – Inner Join
Add the URL http://www.nba.com/<Team>/
Step. 16 Creating URL Action in Tableau

 Add a filter action with the following settings:


 Change the Name to Filter dashboard for <Team>
 Change the Run action on: to Select
 Under Source Sheets, ensure the Team and Players – URL dashboard is
selected (icon should be the grid), and the Teams worksheet is checked
Let’s Make Gantt Chart in Tableau
Under Target Sheets, ensure the Team and Players – URL dashboard is
selected (icon should be the grid), and the Points History worksheet is checked
Step. 16 Creating URL Action in Tableau

xvii. Test the dashboard. Use the presentation mode (or press F7) to see what
the end users will see. Confirm that when you hover over any of the teams in
the bar chart, you see the corresponding points history for that team
highlighted in the time series graph, as well as the players on that team
highlighted in the scatter plot.
This was all in Tableau URL Action Tutorial. Hope you like our explanation.

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