How to use target web zones in Tableau Desktop 2019.1 +

0:00In Tableau 2019.1 Tableau have added the

0:06ability to target specific web containers

0:10when you use an

0:11action. So essentially they've updated the

0:14URL action so you can target a specific

0:16container.

0:17Well if you've never used URL actions

0:20inside of a dashboard to a web object then

0:23I'm also going to

0:24walk you through that process. So just tune

0:27in you can build this alongside with me and

0:30I'll walk you

0:30through the feature. So what I've done is I

0:32've opened the sample workbook. This is the

0:35superstore

0:35workbook so you can follow along with that

0:38and I've gone to the product drill down

0:40page. Now what

0:41I'd like to do is essentially I'd like to

0:44be able to put in a dynamic search query

0:47into Google and

0:48so you can actually see here that to do a

0:50very basic search on Google you just need

0:52to add the

0:53term at the end of this query. So I'm

0:55actually going to copy that and then I'm

0:57going to go back

0:58to Tableau. Okay now we're in a dashboard

1:01so what I need to do is enable a dashboard

1:04URL action.

1:06So I'll go over to the dashboard menu, I'll

1:08go over to actions and then I'll add an

1:11action and

1:12we need the URL action. Okay now what I'd

1:15like to do is I'd like this to trigger when

1:18we look at the

1:20product view. Now at this point I actually

1:22don't know which is which so let me close

1:24this and let

1:25me just find out which is which and I

1:27normally do this by just clicking on one of

1:29them and then it

1:30highlights that for you. So the product

1:31view is this top one and the product

1:33details is this

1:34bottom one. So that's actually what I want

1:37to use. Now the other thing I need to do is

1:40add a space

1:41for this web container. So I've just gone

1:43to my layout here to see what's going on. I

1:46think that

1:47the best place to add this would be the

1:49right hand side and that would be probably

1:50the easiest place.

1:51So I'll go back to the dashboard tab and

1:53then I just want to drag a web object and I

1:56want to put

1:56it as far to the right hand side as I

1:58possibly can and in this particular part I

2:01'm actually not

2:02going to put a specific URL. I'm just going

2:04to type the number one. The reason is it

2:06actually

2:07generates a URL for you and it puts the

2:09number one and then what will happen is if

2:12you drag another

2:13one and let's say you put that I'm going to

2:15put that on the right hand side of that as

2:17well and

2:18I hit two then it will name that too. So

2:20you can see that I've got these side by

2:23side but now this

2:24left hand side section looks very squashed

2:27so why not let's fix that. So let's take a

2:30vertical

2:30container I'll put it in between these two

2:33web windows and then I'll simply move the

2:37web objects

2:38inside of that container and now they share

2:41the same vertical container. If I go to the

2:44layout

2:45tab I can actually see that one and two are

2:47labeled appropriately. It's using the URL

2:50to

2:50name the web objects. So these are the two

2:53web objects. Now I'd like to add a URL

2:56actions and

2:57I appreciate that my table is not showing

3:00fully so we'll correct that a little a

3:03little later on

3:04maybe I'll just do this now just to get

3:06more of it in and I think that's just about

3:08enough.

3:08So let's expand the space here and let's

3:11add the URL action. So I'll go to the

3:14dashboard menu at

3:14the top I'll go to actions and this

3:18interface will come up. If I go to add a

3:22URL action

3:23it's going to want me to add a URL that it

3:26can use. So I'm going to paste the one that

3:29I copied

3:29off google and what I want to do is

3:32dynamically replace this last item here

3:36with my category.

3:37Okay and I'd like to replace the label for

3:41this to match where you're going to go to

3:45and I can even add on google. Okay so view

3:49category on google and I'm going to leave

3:52this

3:52as a menu because what I'd like to do is

3:54have it available in my tool tip not on

3:56click. Clicks can

3:58sometimes be activated accidentally so

4:00actually having it in the menu is a nice

4:02user experience

4:03sort of objective and now the new feature

4:05in 2019.1 is this option here being able to

4:10target

4:11the specific web object and you can see

4:13here naming them one and two makes it much

4:15much easier

4:16for me to know which one it's going to. So

4:19if I have this first one go to the top

4:21click okay and

4:23then I'm going to add a second one and for

4:25the second one we're going to do something

4:27slightly

4:27different. What I'd like to do is view the

4:30subcategory. So the subcategory later to

4:33the

4:33product so let's bring that in if we can

4:36where is it in this list. I think it might

4:43be in this

4:44data set so apologies that I had the wrong

4:47view selected there. So what I'd like to do

4:50is make

4:51this chart have a URL action paste that in

4:54there and now in this example I need to use

4:57a subcategory.

4:58Now I could have multiple subcategories

5:01available to me so what I'm going to do is

5:04I'm going to

5:04allow multiple values and I'm just going to

5:06leave that as is and for this one we

5:08actually go to

5:09number two. So what I want to do is just

5:11show you the difference between the two

5:13options

5:14and now we have two URL actions they

5:17activate through the menu and they're going

5:20to activate

5:21on these two sections and because we've

5:24named our web objects one and two it's much

5:27easier to see

5:28what's going on. Okay so I'm just going to

5:30click on furniture and you can see here

5:32that I can view

5:33furniture bookcase chairs and tables and if

5:36I click on that it loads it in the second

5:39space

5:40and you can see it's literally just entered

5:42that term straight into Google. If I go on

5:44the top one

5:45you'll see that this has got a some

5:47interactivity to re-space things. I can go

5:51and view technology

5:52on Google and you can see that it does a

5:54search dynamically on Google. So actually

5:57being able to

5:58dynamically search different web objects is

6:01actually a really really powerful thing.

6:03The way

6:04you could fix this in a in an actual

6:06dashboard is to have a web page a holding

6:08page essentially

6:10that asks the user to make a selection on

6:12the left hand side and you'd have to

6:15generate this in HTML

6:17and you'd have to host it somewhere on the

6:18internet so the dashboard could access it

6:20but then once the user makes a selection it

6:23becomes something interactive that they can

6:25use.

6:26I hope you found this video useful if you

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