set actions

#WOW2023 Week 42 | Can you proportionally brush from multi-selection?

Introduction This week’s challenge is another inspired by my everyday work. As we launch new features, we look at how different segments of users engage with them. We wanted a smooth way to click into the segment combinations that were of interest, without having to go back to the top to change a bunch of …

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#WOW2022 | Week 43 | Selected Subcategory Influence

Watch Introduction Hi Workout Wednesday friends!  I’m back, just in time for the Tableau 2022.3 release, which means we’ll be exploring Dynamic Zone Visibility.  This new feature allows you to use calculations and logic to dynamically show and hide dashboard elements (pretty powerful).  So in this challenge, you’ll get some hands on exposure to this …

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#WOW2022 | Week 25 | Double drill-down with Set Actions

Introduction My second favourite challenge in Tableau, after Table Calculations, is anything with Set Actions. Some of you may have already used these in previous challenges this year, but this week I am dedicating it to this wonderful (and sometimes tricky) Tableau functionality. Warning: this is not a beginner-friendly challenge! The problem I wanted to …

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#WOW2022 | Week 17 | Can you switch between KPIs?

Introduction This week’s challenge is inspired by a Makeover Monday I did a couple years ago, which was inspired by Lindsey Poulter‘s Set Actions workbook. But rather than use the same soccer data, I’m continuing to celebrate the start of baseball season by comparing two Major League Baseball greats.  The overall challenge here is to …

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#WOW2022 | Week 07 | Adding More Detail & Context

Introduction This week is our third installment of this month’s “dashboard series” so we’ll be building upon Erica’s challenge from Week 5 and Sean’s challenge from Week 6. If you’ve done Week 6, you can start from that, or you can check out those challenges linked above and come back to this when you’re done…or …

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#WOW2021 W42 | Tableau | Can you use set actions to create a reference date range?

Introduction This week I team up with Erica Hughes to create this fabulous challenge. I had an idea in my head to recreate something similar to the Brush Filter challenge by Sean. In my mind I did it with Parameter Actions, however when speaking to Erica she showed me the Set Actions Version. So that’s …

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2021 Week 29 | Tableau: Can you rebuild the Olympic Schedule?

Introduction This week we have teamed up with the Preppin Data team and the PBI team, to come up with a challenge cross over. As the Olympics is starting imminently we thought it would be appropriate to visualise the Olympic Schedule.  We would encourage you to take a look at all challenges this week to …

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2021 Week 23 | Tableau: Sales Goal Selection Tool

Introduction This week’s challenge is inspired by a recent situation I encountered.  The dashboard users had two different ways to calculate a goal and wanted the option to change how the calculation works for each category.  Not only that, they wanted to be able to take the mixed calculations and sum them up to get …

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2020 Week 33: Is Profit Ratio Influenced by Quantity?

Introduction This year it seems like most of my favorite dashboards are some version of a scatterplot.  I’ve always loved the scatterplot since it is such an elegant way to show two measures at once and perfect for unearthing relationships among measures.  So for this week’s challenge, I thought I’d make one with a slight …

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