Using Actions we can create navigation between high level details to low level details to support analysis. This navigation can take place between worksheets (or) withing dashboard between worksheets (or) between two difference workbook.
There three options to implement ACTIONS in TABLEAU. * FILTER * HIGHLIGHT * URL
The FILTER option helps to navigate from source worksheet to target worksheet. One worksheet can carry high level details and the target worksheet can have detail level information in relation to the source worksheet. Example: Source worksheet can have category level information and target worksheet can have category, subcateogry details. Upon selection of a category we can navigate to target worksheet to see sub-category level details.
The HIGHLIGHT option helps to navigate within DASHBOARD between source worksheet and target worksheet. One worksheet can carry high level details and the target worksheet can have detail level information in relation to the source worksheet. Example: Dashboard with Sales by Category, Sub-category. Assume there are two worksheets in the dashboard. One worksheet can have category level information and target worksheet can have category, subcateogry details. Upon HOVER of a category we can HIGHLIGHT the sub-category level details in the target worksheet.
The URL option helps to navigate from one PUBLISHED WORKBOOK to ANOTHER PUBLISHED WORKBOOK. When report gets published in the Tableau Server it gets an unique URL. One Workbook can have high level details and the other workbook can have low level details. Example: Workbook with Sales by Category. Another workbook with Sales by Category, Sub-category. Upon SELECTION of a category in one workbook the other workbook URL opens.
NOTE: We can trigger actions using SELECT, HOVER and MENU. HOVER is best match with HIGHLIGHT in the Dashboard. SELECT is good with FILTER across worksheets. MENU is best when multiple actions exists.