Tableau Actions Give Your Dashboards Superpowers

welcome to our workout yes it's a workout and all of you definitely going to sweat during the next 45 minutes which is full of exercises if you're not going to sweat at least I will probably sweat so before we start who likes to work out please raise your hand quite a few people that's cool what about the other ones do you do you think you can really attend a session talking about superpowers without practicing so you should keep like one level up in order to keep up the pace of joining us with today's workout and what I want to do is we have a full training splatter hat training's plan ahead of us so I want to introduce Peter on my colleague who perfectly qualifies for our program that we do today on the topic of give your dashboard superpowers with tableau actions so let me introduce Peter Peter is a freak he's really a freak I mean he just recently joined tableau went to our bootcamp in Seattle just came back is now here in London on stage so I think that's that's really really a cool thing to do presenting in front of an audience like that right after joining the company and besides of being a rookie in tableau so to speak he really likes and loves his daughter Nica but he also likes playing video games so guess what having a newborn and playing computer games doesn't really work well that together okay he told me that if he has some spare time he really likes to play a game called dota I haven't heard about that anyone unified in the room the video game called dota awesome so you can have an awesome chat after the session with him if you like to as I said I have I have no idea about it with that being said up to you Peter thank you very much oh Jesus I'm gonna have to do it like this unfortunately but thank you for the nice introduction Oliver well I'm here for these guys who don't like to work out so that was his idea actually Oliver is as the picture also can tell and as you can see here he's a sporty guy he likes to work out and he also likes to do sailing and kiting which is no easy feat he's sales consultant I think for about three na VIU's now and working for more strategic accounts in Germany and the Dutch region and northern Europe and even gets a pull off wearing Nike shoes at an Adidas meeting so he's kind of a freak as well to pull that one up well we're gonna have a little quiz time now and I need a name basically from you guys and the first one who shouted this the winner no I'm telling you a little story so you have to guess there was a little boy in beautiful Austria and he set out to be one of the most famous yeah have you seen there's also you know a little bit austere all right you're the winner you get it you get chicken afterwards chicken dinner yeah someone get the reference yeah all right we're gonna show you now what kind of nice marries about honey what it was really about okay so apparently we don't have audio so can you see we have signal audio signal no this is muted no it's not meted because it's only funny if we have audio give it another try not at all really that's too bad one second I can do it in Austrian accent maybe that would be hilarious so I think we okay guys everyone everyone awake now okay if you do one flick now we should see it hopefully let me see I will turn down the volume Jesus Christ okay give it a try hopefully yeah then I'm here to break the ice so in the next couple of minutes I'm going to show you how the work of the day is basically scheduled and we're gonna start with an overview about three super powers inside of tableau dashboards and these are I don't tell you know you can read it or I'm gonna have to quiz you next time again so we're just basically doing an basic overview what we're working now in the session and what our core workouts and then we go into some more advanced workout stuff so we're doing highlight action we do an action buttons we're sending emails out of tableau which is nice and we're also doing data feedback to Google sheets and then we are going for mr. universe stuff right and we're gonna make last video actions we're gonna work with big data we're gonna work we're doing like mobile layouts with collection containers and we're also going to integrate Google Streetview into tableau dashboards which is really amazing really amazing use case and so we're going from Young Money to pumped up on Ian's pumping the Ireland we're gonna switch to the demo it's already duplicated now but just one thanks so it's a start our three superpowers are basically our highlight action one our dynamic your election we can now open just any link here for Wikipedia and it opens the specific country so it's a dynamic based on our data set a dynamic URL which is pulled up on the data which we have been relying laying behind the slaves so it's kind of crazy I like it a lot and just imagine using this integrating your own applications in the enterprise it's really working well and another thing I'm gonna show you now is the filter button or default action so just a quick quiz how many actions do we have right now awesome how many actions are gonna be there in the next release nope so this is stuff is gonna be really really extended in the next upcoming release we're gonna have extensions which we saw yesterday and it's really amazing feature and there's also go to cheat pattern which you maybe did pay attention to know but it's gonna be there so we have three actions here and these are really our three axis we're gonna work with now and the whole know session and show you some really good examples how to use them and basically you maybe already know the tiniest bottom of them all a user's filter but oftentimes it's selecting all the visitors in the dashboard and filtering it down to it but sometimes it's not the thing we want we don't want to filter it on everything so as we can see here are now just created basically an filter action in this so it's generated and I'm could customize it now to my own specific needs but we're gonna do it later so this was the intro and I'm gonna hand it out over Oliver now and gonna come back later for you guys okay guys really cool so we really should try if we have time at the end to get this video up and running because the quotes are hilarious so I guess we should see them so basically we won we we will run through one exercise to the next exercise and we do have different kind of levels of difficulty we will we will actually go to and the next example and exercise and one introduced is called future versus action so I think this is a pretty common scenario I'm just asking has every one of you ever had issues with performance on your dashboards please raise your hand nice I love it because the following example I'm showing you now is pretty common to what I see quite a lot when I go on site and now I need to speak a little bit slower because you will see we have a quite long loading time and you will also see why that's the case the example here is connecting to my sequel server it is just five million rows but you will see on the right side that we use quite a lot of filtering that is going on and apparently if we take a deeper look on the performance recording which I did previously we can see that each of those filters on the right side is creating an own query to the database so it slows down the performance so some of you might know if I go back in here that we do have a wonderful capability I take it on our sub products that we can select and value that says only relevant values so what that really means is whenever you select another filter this filter needs to be populated again to find out what is a relevant value to make it really clear to all of you if I select furniture by here now tableau is generating new Curie's which is only giving me the subcategories for my selection furniture apparently that generates query load and career load means you perform and goes what performance goes down so this is maybe not the best thing to do however we use we should use filters really wisely to keep performance up there are a few tips that I can share quickly with you so one of them is definitely if you have a multi select filter please always use the apply button right because it ensures that the query will only be executed once a user is he in the apply button one example I'm interested in furniture and technology and after I've done my selection and click apply and the query is being executed so that is maybe one really simple trick that you should apply a second one if you have dimensions with a lot of members listed here with in our case the customer name I would highly recommend to not show the whole list because again it needs to be populated it generates a query but instead maybe use a multiple value custom list or a wild-card match so people can basically start typing in user names and then only then the query is being executed so that's just a one on one on how you should filter in terms of keeping up your performance but actually there is a much better way using actions and that's what I want to show you now so on this second dashboard what I do is it should load up a little bit faster in that case I'm using visual filters visual filters as you can see at the top the tree maps why am i doing that because first of all it is it gives the user much more context instead of just having the drop down filter the user now can see how is the segment actually broken down he immediately sees that corporate is the biggest segment so it is more context that is driven for a user and in order to have a really good initial load time what I would recommend is do not overload your dashboard try to keep it simple and I do have one action that I want to build with you in terms of our category and subcategory so what I want to do is I only want to show this subcategory sheet if a user has selected a category ok so that this then pops up the subcategory and then I can do filtering on that one we have already seen where we can find our action so I click on dashboard click on actions and then I can add a new action we saw a filter highlight and go to URL in my case I want to have a filter action and I call that one filter subcategory it's always good to have a proper naming that that's one thing that I can recommend and now I can select the sheets that should actually interact with each other instead of telling tableau hey all the sheets need to interact with all the other ones I can specify the elements that I want to actually trigger so in my case I'm saying ok if I select something on Mike it should only affect my subcategory sheet okay so I'm deselecting everything else you can see maybe I'm zooming in that I do have a source seat at the top and I have my target sheet at the bottom and then when should they actually be executed I do most of the time go for selection so that means the user clicks on it so that's fine and then we do have a really important section here as well clearing the selection will Wow interesting probably not use that soon awesome cool so again filtering we go from category to subcategory and what I want you to show you with this nice zoom feature is if we do not say include any select any values we want to exclude all values and you will see immediately what that means so I'm hitting ok I can select now technology in the categories I can see the subcategories filtered properly but if I deselect technology you will see that the chart disappears ok that ultimately means that I'm not generating a query at that point of time for that specific visualization so basically you can minimize the initial load time by using a drill down visual filter that's basically what the example should should tell you and actually if you take a look at the performance recording you will see that there are fewer queries being generated and the runtime should be around the same but still it will help you to improve the runtime so what I do have here is quite a nice nice example of a dashboard and on the I will actually bring it up on tableau server in a second but first of all I want to I want to tell you when is it really appropriate to use visual filtering so as I said I really think that giving a user of visual context and drill down capability on how to consume and dive into his data is much more relevant than having like boring drop-down filters on the right side I'm not telling that we should completely avoid them but we should use basically a mix of both just because I see as some people taking pictures you will get the full workbook after our session including presentation so you can play around with it by you by your own pace and you can explore and see how we've done those exercises so yeah maybe I talking to the browser real quickly and show you the dashboard here because what I do like is on the right side not zooming again on the right side those are the visual filters right on region company code SPU and also on the map down there and it looks kind of nice I need to say plus it is really ideally optimized in order to consume and filter down the dashboard and another nice tip on the top right side to see something that people and consumers are oftenly missing about what filters are applied to the workbook this is a really nice hack that you can basically see okay if I select EU as a region for example now it will tell me at the bottom header at the top header that EU has been selected so it's quite quite cool and gives the user a clear understanding of what selection has been filtered to so that was the the next exercise so to speak about filter actions is that useful do you use that already in your workbooks yeah okay cool good good to know the next thing I'm going to talk about next exercise is about dynamic your elections so we see that of course the tableau usage is increasing heavily across our customer base and we also see new use cases popping up and one really common use case is about embedded analytics that means you take a tableau dashboard and you embed it in another application that can be either internally or externally so basically the idea really behind that is to leverage our your election to trigger and filter other applications and one of the most common use cases I like is people tend to say our tableau portal itself might seem a little bit overwhelming because of all the options navigations and filter rings you can do on the portal itself so I want to have an easier and custom-made landing page so the next example is really the landing page how can I do something like that I've prepared one one of it one example what which you can see here that could be a landing page that you embed into your internal or external portal where people and customer can or consumers can actually see numbers of workbook that are mostly rated that are most relevant for them so they don't need to log into the server interface themselves of course it is pulling data from our Postgres repository to basically show what other top reports are for example and those little bars here actually indicate how many users did access the tableau server over over the day basically it's my local server so there is not much going on as you can see here what I want to highlight in terms of the URL action however is we do have a search implemented here so I'm searching for workbook level now and let me go for sales and if I click go I have a URL actually find so you will see as soon as I hit it a new browser window will open up and I now get a search result on my tableau server for the workbooks that incorporate sales in the name so how did I do that I'm going back to the dashboard go to the dashboard action and then there is one action defined go link and if I go in there and apparently I need to scroll in again zoom in again we can see that we can actually parameterize those URL actions and what you can see is what we do here is we basically pull the parameter that says are we looking for a workbook or a project that's basically the part in here and then we have a snippet question mark search that is basically just passing whatever the user has entered into the text field so this should give you an idea what you can do with your election in order to parameterize it and also jump to external applications in that case it is just being used for the tableau lending page that's one example the second example that is really closely tied to my landing page it's a little bit about FAQ page for the tableau server it's closely related to my landing page you can see that in that case I was just using images that will then link to a specific knowledge base or specific wiki link that I have ensure another to guide my users but I want to show you down here however is something that I like about creating creating a link list what I like to say so you can see we do have different categories where people can jump up to what a project what are the tabs at the top of my report in order to provide information my that I will go into a worksheet and let's take a look at the actual data that we are connecting to you will see it's a new data source and the data source is really easily structured it is basically only an excel file that is giving you the question a category and two URL address and by using that approach you can leverage the data source and then apply your election on that in order to make it easy for a user to link to a specific FAQ page internally that was the example about the the landing pages and I do have another one which is quite common in terms of your elections that is about images oftentimes I get asked hey is it possible to really have a dynamic image within my dashboard that is for example showing me my product that I'm selling so instead of just saying product ID ABCDE I want to see an actual image how do I do that so well in order to do that currently in tableau what you need to do is you need to have the product pictures somewhere on on a web server or available in the Internet this example here is giving giving you skyscrapers in New York and again if I select a specific skyscraper you will see that it dynamically loads the picture down in my web container so how do I do that I just need to drag in basically a blank web page container in here I leave the URL completely empty so I have an empty web page container and then I'm defining to your election so I go to dashboard I go to actions and then I have my your election in here that is basically just calling in my case a dimension that is has the HTTP URL already ready it's it's pre-built in my data set if not I can use the same approach and go into tableau and tell okay maybe I want to parameterize it and I want to pass my product ID ID for example so that would be then the dynamic value that I can reference in my ID cool so that was it about this exercise telling you a little bit about your elections if I recap we have seen custom landing pages is that relevant for for you guys raise your hand interesting too because yeah this as I said as a request we get we get more and more and then you are have the decision well do I either create or build a completely custom program portal page or can i maybe not just stick with a tableau dashboard that I created the way how my people should consume the data the URL actually can also be really handy if you want to link to third-party applications we do it with salesforce.com that that's what we use a CRM tool so we have tableau sales dashboards and when we do have different opportunities we just click on the opportunity and it will open up this opportunity in Salesforce for us so a tight integration to third-party applications is really what you what you can do here and the last use case basically is about if you have multiple tableau dashboards and you want to jump between those dashboards you can do that with your election and you can even filter the new workbook that you're calling that you're referencing I think that's that's enough about an introduction on your elections I think we should keep up the pace now a little bit because we go basically into the medium section right away I do have one last exercise for you guys before I'm kind of exhausted to give over to to to hand over to Peter so the next exercise is about highlight actions when I first saw this example I was like hey that was probably been done in a tablet version that I'm not aware of because I haven't seen this capability implemented and for sure I didn't know how to do it but when I saw this I recognized hey this is a workbook in tableau public so it needs to be done with our default tableau right so I took the challenge I was not able to work to download the workbook from public so I needed to come up and try to rebuild it myself and actually in the end it was really easy to rebuild what I'm just showing you but I guess it is extremely valuable for Trent analysis so what is the use case we have a trend chart like that showing our monthly average sales across our month broken down by our ship mode so what I want to do now is if I select a specific data point like October 2014 I want to see first of all the sales as a label that is pretty easy but then wouldn't be nice if I could compare it easily with the October values of those other two lines immediately visual direct so it's much faster to get the inside so how do I do that so first of all what I can do is I can click on label I can say I want to show the label but only for the highlighted one that is pretty pretty easy pretty pretty cool to do nice and then it comes to the action we go to worksheet click action and then we go add action to a highlighter action and actually this is the most important thing here so we have a target highlighting action for date and times how does it look like if I select it I'm just doing it click OK and now you see once I select the data point it immediately also highlights all the other lines in my Trenchard and that is I guess really cool for comparison there are a few visual things how I can improve and make it a little bit look nicer even so for example if I click on label and it took me a while to figure that one out if I go to font there is one option that is called Mitch Mitch Mitch mark color yeah so if I click on this you will actually see that the label is nicely formatted in the in the color of the line so it looks cleaner it looks cooler I guess and again it is all about comparing those values so the last thing really missing in that example is go to analytics I'm dragging in a reference line on the month level and now you can see that I have with a nice dotted reference line for whatever data point I'm basically connecting so what you see is with a few clicks and just one highlight action in a trend chart it will help you to distinguish and and spot those insights on one specific data selection quite easily and kudos goes as I said to tableau public because Kurt Curtis Harris was the one I I he was building to this I saw it in tableau public and I was like ok this is really cool I want to know how to do it when do I think is that valuable for you basically as I said comparing different lines in a trend chart that's where you can basically apply it it has much better readability if you need to compare different values across so that's the the proper use case for that one so with that being said I need a rest now Peter it's up to you he's coming back don't worry he will be back for you so for the next part we are talking about action buttons specifically and I really like the example only Oliver showed earlier where we were getting across different workbooks and across different projects but using URL actions what we want to do now is navigating in the workbook and not leaving the tableau context so for this example this is also targeted for audiences who are probably not that used to using tableau they don't know where which dashboards exists and where do I have to click so maybe for more senior management staff who are not that and often in the application so we can just guide them through our created created workbooks and in this specific example I'm just clicking on the button I'm already switching to another dashboard and I can see the finance what is going on and also can easily champ jump back just by using the home button and I think that's a pretty neat example and I'm gonna show you now how it's done so we're gonna jump to the product and product analysis page and we see okay there's no way back now I want to go back I want to look at the finance again but we can just create by creating a new sheet we're gonna hide the title because we don't need it and we need a we basically would need a button now right so we're gonna start by creating a calculated field we call it the back button and we give it a string so take me Oh No all right that's it and then we're just creating shapes and what I really like about shapes is that you can import your owns so we're gonna drag this on shape and if you have a specific CI if you have specific icons in your company which most companies do you can just use your own custom shapes in here so we have a lot of them from Oliver already but I'm gonna go with houses now because it really speaks for itself I'm gonna apply it to my shape and we already have a little little tiny house I'm gonna make it a little bit bigger and we come back to that so I'm gonna rename this and call it home no not home but idea sure home button so and now I'm gonna switch back to my dashboard I'm just gonna drag it in as a floating container like this and I'm gonna make it the entire view I'm gonna remove my title I'm gonna remove my highlighting action and now what's really neat is I need formatting right so because now it has a white background and I don't like that so I just gonna use the big screen color did it work yeah boom there it is so I don't even need to figure out which color was amusing and I really like this specific example I can make it more smaller and but we're not focusing on formatting too much now because I want to show you the reaction and the action is done by I'm just clicking on here and we want to do a filter action but filtering on our workbooks and what I really like is if you don't know this control a makes an easier day for a lot of stuff I'm gonna remove everything I want the home button and I'm gonna move now to my old dashboard or to my home dashboard and I want to select it that's all I have to do I'm done done done boom alright that's it I hope you got it to wrap this up again we like this example when we have guided analytics flow so like I mentioned earlier we want to have we want to engage an audience which is not used to using tableau they navigate across different pages they didn't want to go on server we just pushed him there and then they can do it really easily and I also can use it to structure content like Oliver showed earlier where he has navigated navigation panes and you always want to come back to the old one yeah and also custom shapes don't forget about that I really like it we gotta now send an email what I really like about sending emails and also about successful analytics is if you can drive actions out of it right you don't want to look at data and then just go home you want to look at data and create an action you want to go out there and okay I got an insight now I can work on my actual business case so in this specific scenario we have a we have a we basically have an Operations monitoring their sports and we're showing different plants and which events occur there so for example let's say I'm an I'm an guy who who's traveling a lot and I'm I'm monitoring this dashboard and I need to to holla at my people and say hey dude check this out I have seen some critical and lots in your in your monitoring and you need to take care of this or else the plant has to shut down and that's not not very good right so for this scenario we want to create an email and basically what we're doing is we're creating in your election we're just calling it send an email please and we want to again control it we want to create it just by doing it on the event lock and then we're going to just type into mail - and now we can again use the data set which is underlying and create dynamic emails so the people who are responsible for the specific power plant will get notified about these about these issues so now I want to also add some content to it so we're gonna add some subject help me please and also oh yeah sure thank you and also I want to have somebody to it and now we can also again use the data which I have in my dataset so I'm gonna use a the location where it happened at also the event time so I don't have to find it out and write it in so it's already there I'm gonna separate by comma just to be nice and I'm glad that's it so I'm gonna what control a control on sweet so I think outlook has to start now at some point you need a new computer Oliver so there you go there's my email and now I'm just basically creating a real workflow where just look at my data I click a button I'm in my email I can read it and it's off done I don't want to save it No thank you very much and now what's really neat I didn't specify where I did it right but ablow already realizes there's an I didn't switch to no it's starting to auto again Jesus okay it's a menu and again I forgot about something we want to switch this not to menu but to select I'm not gonna i'm gonna click again so you can see it but doing the same thing over again come on so just to wrap this up is I really am creating actions not in the sense of - productions but I'm really creating business actions out of that inside of tableau and just you use it for in this specific scenario for emails but also like Oliver mentioned earlier and surely you can also use it for URLs of course and I really like it because you you drive business action out of that so the one another really great example is about using Google sheets and so for example let's say you're working in a sales department and you're supporting the sales guys out there - to create to create more revenue and you're basically providing them with marketing campaigns right and you want to know which helps the most to get to get the more sales them and we now build you something where I can just use my slider act in my slider filters or parameters and give them percentages based on how much I need the tradeshow campaign the email campaign the marketing event or the webinar and then I want to use this data and push it to a data source where I can then do analytics on so by that I'm gonna just submit it and we also have again a desperate action behind it and we want to go - here it is already because it's a long link so as you can see here it's basically pointing us to a to a Google Docs form and we are using the dimensions which we have in our workbook like the attributes which the people entered in the parameter and submitting them over over a parameter to Google sheets and it's basically writing there on its own and I really love Google by the way I'm going to show you know why so if I click it this data is submitted to Google sheets and to go into edit note yep I don't want so because as you've seen there are these on it and the Google URL was really complicated but Google made it really easy for us to to get this link and to get the IDS so you used to have to look at the source code but we don't want that so I just click to get link and now it's in my never show it to you here no copy link so that's the way if I show to you here we already have the link in there only changed it weird ah no I know why I have to add some asses so test test test and I get the link again copy it again paste it in there and now I already see the entry ID say and I just switched those those comments I've just made out to my to my dimensions which I had which I had my tableau workbook and then I can just submit it like here and I'm really again creating business action like earlier from the email just outside of tableau inside of tableau and it's really great I feel like and again you can use those parameters in any given context of your enterprise applications or your business applications and I think they I really like that a lot so it improves usability just not doing analytics and also going further than that you can cheat on it's the wrong one sorry about that so you're really increasing sorry I lost my I lost my train of thought again business action and you don't need to switch a tool to get the the data entered in and if you think about it it's kind of funny because you actually could point to the Google cheat with where the data is stored if you have put it in and at the same time doing analytics on the data I just put in so it's a little bit of perpetuum mobile' so that was the last example about our intermediary section and we now won't really do it we really want to go back and do action hero stuff so mr. universe stuff and for that I'm going to show you now last word reaction and that's something it's really important I at the same time I don't have many customer meetings right now but I've seen it on my first day already at a customer meeting and they have basically a dashboard pretty similar to this and I've just look at it I have all my products in there and this is something again that's increasing performance its increasing my load on the query and then the server and again I don't need this I don't need all of it I just need the thing I'm looking at of course I can click it and then I see my specific my specific data point but if I don't like it I see everything I don't need that so it's bad for performance and it's also not bad for visual best practices so what I want to do is I just want to basically cut it down to just the most recent date so the last value in the specific scenario so I want to go to sheet and I'm gonna create an index again just by creating a calculated field you could do a rank function as well but in this specific scenario you want to do an index and it's pretty easy and to for that to work I need to create to convert it to a discrete value and I'm gonna drag it up up here and then I need to specify on on which data field the index is going to be build upon so I'm just using the order date because I want the last value of no order and already see there's already broken down so what I need now I created an order about these specific dates and now I want to only see the most recent date so everything is excluded and I'm using just my first item and now you can see it already here so now go back to my last value action I already see it's free filled to the most recent date so it's my performance just increased and also like the crispness of the chart is just there and again if I click on it it's pulling up the old dates or the these specific dates and data points if I unclick it I'm at the most recent date and I really really liked it to just increase the Chris penis and and the relevancy of the - wasn't data you're showing and I think that's a really important lesson to take away with that was my last part I now gonna leave the big data stuff - big data or Libra so I really do like that that exercise here about big data because I really often get asked hey Oliver a can tableau handle can you meet yeah can't have lo handle big data at all and I'm like yeah well so we really need to talk about what is big data about and I don't want to bore you about that session but what I want to do is really emphasize on a terminology let's say we are talking about millions and billions of data rows so what I can say for myself is that I had my last workout probably 1 million seconds ago any guesses how long that is in days 1 million seconds just shout it out how many days 3 any other guesses so it's actually 12.5 days it's a 12.5 days I had I had my last workout so how does it change if I say I hit my last workout 1 billion seconds ago any guesses it is 32 years so what I want to emphasize is if we talk about millions of rows or billions of rows we use those terms intermediately but we need to think about the scale what is really behind and if I talk about Big Data I like to compare it of reading a newspaper so if you have a newspaper what do you do first you scan for the relevant headlines that you're interested in so for the relevant articles you focus on those and what you do is you read paragraph by paragraph sentence by sentence word by word and this is a pretty nice analogy how big data analysis in tableau also works and what I want to show you is an example about baseball data and the baseball data here comes from different data sources so we have different chunks of areas that we're going to analyze and we are not analyzing it all at once but we are narrowing down to what actually is relevant for us so we do have data coming from in tableau extract we have a sequel server and we have a cloud or cloud era hadoop system that is actually up and running in Seattle so I hope my internal connection will work what you see here is just two visualizations it is titled as extract here so I can select two data points for example and my sequel server is then executed and gives me the results for this specific selection so we are using the filter action of jumping between different data sources how do we do that I'm dragging in my player details and my others sheet from the Claudia dupe system I'm going to cancel that because it will quite take some time yep that's fine and I will take my second sheet okay and now I'm defining the action so when defining the filter action I want to say that when I click on my sequel server worksheet it should have impact on my cloud era system so I'm deselecting all the other ones it should be a select action and now comes a new area we haven't introduced and talked about the target feels ok so I'm gonna go for selected fields only I say add a filter and now comes a relevant part I'm jumping from my data source sequel server I want to pass not the team information but the baseball player information to what my target data source which is my cloud era hadoop system and again the field I want to pass is for a moment just my player information I hit OK twice and you will see once now I select specific players ideally it triggers a query that is being sent to the cloud era system in Seattle and it's delivering back the results and you see that the query time is quite ok because we are filtering it down so specifically on the relevant values we need and this example is huge because it can basically solve a lot of your performance issues by not thinking about oh I have this one big gigantic data source that I'm querying all the time instead think about creating different chunks of aggregated layers and then jump between those different aggregation layer levels by just using a tableau action as you saw you just need to be careful on what is your target data source what is your source data source exactly so yeah as I said it is really good off implementing and following guided analytics principles and especially if you need to need to work with multiple data sources you will see that the response time is faster because if I would have run the query on all the data on the hadoop system would be still waiting ok so it shows you how you can basically make a really nice user experience for your end-users is anyone using that approach already hands up a few of you cool yeah nice so apparently you can not only select just one field you want to pass but you can basically pass multiple values whatever is relevant next exercise is about collapsing containers I think it is a really good example of how good the tableau community really works because it is an example from the community especially it is from Robert Robert rouse from inter works who has built up this idea of a collapsing container so what what does it mean think about and actually go into the to the demo here right away you have a dashboard which has two areas that you can see here you have filters you have maybe a KPI metric you have legends you have descriptions but maybe you don't want to display this information all the time because it apparently needs space and if you think about mobile reporting especially on an iPhone on an iPad you want to minimize and use the maximum space you have available and this example is I mean not the easiest one to implement let me say like that but it's extremely helpful if you have dedicated let's say management use cases where you want to make the maximum use of use of you of your space and how does it work ideally we now define an action that when I click on the Xbox and it will basically remove the left area and will expand my dashboard area and if I click on the menu button again it will collapse up again so I bet I can see my left section so the only thing I need to do because I've pre-built it apparently is I'm I'm defining an action the action is basically triggered to my closed icon in my menu icon and nothing more and what you see is the action is applied to my blank sheet but what does blank sheet really mean um you will see in a second just click OK and now you see once I hit the X button it basically collapse it it shows you the dashboard and once I click the menu button you will get the detailed information about filtering so how does it work if we take a closer look into the dashboard layout thing we will see that we are actually using at the top level a floating container of floating container with a specific size the second really crucial element in order to get this working is this blank sheet that we just applied the action on so the blank sheet is basically a dynamic sheet that depending on if you click the button or not is changing its size so basically the blank sheet is defining whether this particular legend is being moved out of your window screen so to speak or not it is quite it is quite fancy I love it I really love it I use it I use it a few times with my customers to implement for those specific use cases and this is how it originally looked like so that's the interwebs blog article if you just google it for collection container inter works you will find it's right away and he has a complete block article about how you implement that and give it a try I would love to see more of that because I think it shows it combines really the values of having a clean dashboard but also giving your users more context more information and and also getting rid of all the filters that destroy the view however yeah any questions or any any any any comments is that helpful do you think you can implement that for some of your dashboards definitely not for all of them because you will need some time for that but yeah for some I think it's it's pretty a cool idea our last example is not really that complex to implement I would say it's more of an eye-opener what else you can do leveraging our tableau actions you might have seen in the keynote that we are about to introduce our new extension API but what I will show you now can actually be done with any of your products so I don't think we have people here using all the words in tableau 8 and even there it is it is still possible to do what I show you now the specific example here that I use is about integrating Google Streetview into my tableau dashboard anyone done that before yeah cool nice so again this is this is an inspiration of the tableau community we found it online and we thought it might be valuable do not think about the limited limitation of oh yeah that's Google Streetview I don't care about Google Streetview it is more about adding a third-party application back into your dashboard and how that works that's what I actually show you next so not too cold apparently I show you the dashboard first so we have a dashboard on Brooklands gravity and that's actually the example on the blog article as well and what I want to do is especially with this graffitis I want you to have a Google Street View image of this specific location to see hey is the graffiti still there has it been removed and to just give it a nicer context for my consumers to see actually a street view about that example so what I need in order to integrate the Google Street View view in there is some coding that's why we put it in the Advanced section because I'm not aware of most of you can code or not this is pre-built script you can find it find in the internet and as I said there are nearly endless opportunities of you adding further integration of third-party applications by having a script file that you just call in tableau so what it does is basically the script is passing our longitude and latitude values we have in our data set for the graffiti is passing it to the to the Google API and the Google API is showing that in a Street View container so from a dashboard consumer point of view or therefore create a point of view the only thing I really need to do is I need to create a new election again and I copy paste the link already so I'm going to do that sport action your election I do the naming see street view and it should apply if I selected as you can see here it is basically calling my HTML page that you just saw the code it is executing the code so to speak but it is passing the longitude and the latitude of my data sets so whatever is in the brackets here you can see it's being passed from my dimension that should that should be it I click OK go out of its doom of course and what what else I need in order to really show the Google Street View in the same dashboard we have this earlier as well I click on web page so I'm adding an empty web page container and now you will see maybe make it a little bit smaller it's fine and now if I select a specific address you will see that Google is coming up and basically pulling the Google Street View image so and then we can basically scroll along scroll around and see ok is there any graffiti or not we can also filter it down to I think that one was a good category no actually I'm not in there here it's really cool to see apparently that use case I mean Google Street view images are quite old I think we all know that but it should give you an idea on where can I use this capability or where can you apply it in your business and actually I do have some some customers in the logistics or delivery industry and for them a capability like that might be might be really relevant really important here to say is it is absolutely not limited to the street view thing you could basically embed and integrate any other cooley the cool idea useful idea into the tableau dashboard and a set with a tableau extension API that will get bigger and bigger and you will it will be just getting easier to do that cool so I'm gonna switch again and I think we are basically done with the exercises just with the exercises so it's time for us to take a breath do some recap on what we actually learned so far about all the exercises we hope that some of those examples helped you to really see that actions can help you to improve the performance of your dashboards that you have a better more visual way of to filtering you have more control about your filtering approach you can apply drill-down filtering it will help you to trigger external services within your tableau dashboard alright and ultimately what I guess is if you play around with actions you will see so many nice examples in our community how it will really unleash your creativity how we like to say in order to get the maximum use out of your dashboard so that's basically a little wrap-up and what I want to say is you have the workbook after the session you can go through you will have two presentation and please the next time when you sit in front of tableau take a breath warm up your muscles prepare the example repeat the example think about taking breaks because that's really important and try to avoid really really picking up the biggest weight at the beginning do a warm-up first then the medium and the medium a weight and then go really for that for the big weight and yeah with that being said I think or we hope that you enjoyed the session what I will do now is I will give a last try to get in our last video being played let's see if that works now it apparently does not work so it does say asked what does it say actually Peter do you want to call it yeah hasta la vista baby and with that feedback is really important for us so help us to improve this session give us feedback and we are here for take any question take any questions

Channel: Tableau Software

Views: 46,971

Rating: 4.9260969 out of 5

Keywords: Visual data, Visual analytics, Business analysis, Business analytics, Business analysis tool, Data analytics tool, Data Analytics, Analytics, Analytics platform, Cloud application, Business analytics platform, data analysis, data visualization, business dashboards, business intelligence, tableau, tableau software, Breakout, Advanced, Dashboard and Design

Id: r8SNKmzsW6c

Length: 56min 13sec (3373 seconds)

Published: Thu Jul 05 2018