VIDEO TRAINING SERIES: Post 6 of 10

Welcome to the sixth post in our Marquis Academy training series on Quick Tips for Tableau Server.

INTERACTING WITH MARKS

In traditional reporting, we typically get massive tables of data that we need to comb through in order to get the information we want. Tableau lets us visualize and interact with our data dynamically to gain insight and get answers. In this video, we’ll look at some examples of ways we can interact with our data.

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Keep an eye out for any clues or instructions on your dashboard that indicate interactive elements. For example, the instructions shown in the video below let us know that we can click on a mark in the chart to filter other visualizations on our dashboard. We can also de-select the mark by clicking on it again – this will usually, although not always, return the dashboard to its un-filtered state, depending on the dashboard’s design.

Sometimes we can impact our visualization by hovering over marks. Notice how hovering our cursor over various marks in the video tutorial's top visualization highlights corresponding regions on the map below.

We may also have the option to click on a link in a tooltip that appears when we select a mark. These links might filter another view on our dashboard, or they might open a new browser tab, or they might take us to a new dashboard or visualization in Tableau Server. You’ll generally be able to use the tabs along the top to navigate back to your original dashboard.

You might see instructions to click on a plus sign to drill down to the next level of a hierarchy. Depending on the view, you may get both written instructions and a visual cue from an icon. Simply hover over the field label at the top to get the plus sign to appear. You can drill back up by clicking the minus sign that replaces the plus sign at any level. You can use this trick anywhere that you see a date field, too.

To return to the way your dashboard looked before you started interacting with it, select the revert button. In our next video, you’ll learn how to customize a dashboard so that it opens with your preferences every time!

Filters help you get only the data that is most relevant to you. In this video, we'll show you how to interact with a few different types of filters that you might run into on your dashboards and reports.

Watch our other training tutorials: 

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