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Creating an Action for a Tableau Button

In this article, we will set up a Dashboard action that will allow you to click through to another Dashboard within your workbook.  

1. Click on your first Dashboard and ensure that the item you want to create an action for is on your dashboard.

2. Go to Dashboard > Actions
3. Click on "Add Action"

4. For this example, we will choose "Filter"

5. For Source Sheets, make sure your first dashboard is selected.
    (Use the image below to help you with Steps 5 - 12)

6. Under Source Sheets place a check mark on your button to have the action run when the button is selected.

7. Choose how you would like to initiate the action.  For this example, we will choose "Select".

8. For Target Sheets, make sure your destination dashboard is selected. 

9. De-select all sheets under "Target Sheets".

10. Click on "Selected Fields" under "Target Filters"

11. Select Ok.

12. Now if you go out to your first dashboard and click the Agent Button, you should be able to navigate through to the second dashboard on click.



13. Give your Action a descriptive name, so that once more actions are applied you can identify which action does what.
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