Getting Started with Tableau Next

Navigating and Actions in Tableau Next

Taking action on your data is just as important as getting to make sense of it. Whether it's opening a record in your Salesforce instance or your own internal portal adding an action is exactly what you need.

Enhance your Tableau Next dashboards by adding interactive actions and buttons that let users open records, jump between pages, or navigate to external systems.

What You’ll Learn:

  • Add row-level actions to tables using dynamic values like Order ID
  • Create URL-based actions that open external systems or web pages
  • Use buttons to navigate between dashboard pages or launch custom actions
  • Understand how action elements improve user interaction and workflow
Part 1

Your First Steps

  1. Introduction to Tableau Next

    2:20
  2. Creating a Workspace

    1:57
Part 2

Adding Data

  1. Adding csv data

    6:27
  2. Adding Data via Data Cloud

    5:4.
Part 3

Tableau Semantics

  1. Creating a Semantic Model

    3:47
  2. Adding Relationships

    3:41
  3. Renaming and Removing Columns

    2:42
  4. Calculated Fields

    3:58
  5. Adding a Metric

    4:52
  6. Adding a Logical View

    6:19
  7. Adding Parameters

    3:49
  8. Testing Your Semantic Model

    2:48
Part 4

Visuals

  1. First Steps in Creating a Visualisation

    1:5.
  2. Creating Charts in Tableau Next

    7:52
  3. Adding a Data Table

    2:57
Part 5

Dashboards

  1. Creating a Dashboard and adding a Title

    2:39
  2. Adding a Couple of Visuals

    2:34
  3. Adding a Metric

    3:53
  4. Adding a Parameter to a Dashboard

    3:20
  5. Adding Toggles

    0:56
  6. Adding a Container

    1:55
  7. Navigating and Actions in Tableau Next

    3:27
  8. Selective Filtering

    2:13
Part 6

Concierge / AgentForce

  1. Asking Questions with Concierge

    4:2.
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