How to Add a Link in Tableau

Adding a link to a Tableau dashboard is one of the easiest ways to make your reports dramatically more useful. Instead of just presenting static charts, you can empower your audience to explore related information, drill down into details, or even jump to external websites for more context. This article will show you several ways to add links in Tableau, from simple URL links to interactive dashboard navigation.

Understanding How Links Work in Tableau: Actions

In Tableau's world, most interactive functionalities, including links, are managed through "Actions." An action is a user-initiated event, like hovering, clicking, or selecting a mark on a view, that triggers a specific outcome. When it comes to links, you'll primarily be working with two types of actions:

• Go to URL: This action opens a web page. The link can be static or dynamic, incorporating data from your visualization. This is perfect for linking out to external resources or web pages.
• Go to Sheet: This action navigates the user to another worksheet, dashboard, or story within the same Tableau workbook. It’s the key to creating guided analytical paths and multi-layered reports.

Let's walk through how to set up these common link types step-by-step.

Method 1: Creating a Basic URL Action

This is the most common linking method. Imagine you have a dashboard showing Sessions by Country from your Google Analytics data. Your goal is to allow a user to click on a country and immediately open a Google search to find recent news about that country. Here's how you do it.

Step-by-Step Guide to URL Actions:

1. Open Your Dashboard: Start in the dashboard view where you want to add the link functionality. A good practice is to create the actions at the dashboard level so you can control how all the sheets interact.
2. Go to the Actions Menu: In the top menu, navigate to Dashboard > Actions.... This will open the Actions dialog box where you can manage all the interactive elements for your view.
3. Add a New Action: In the bottom left of the dialog box, click the Add Action button and select Go to URL... from the dropdown menu. This opens the configuration window for your new link.
4. Configure the URL Action: Now, let's look at the configuration options.
5. Create the Dynamic URL: For our example, we want to search Google for the country a user clicks. The standard Google search URL is https://www.google.com/search?q=. We can append the country name from our data by selecting the "Country" field from the dropdown. Your final URL should look like this:
6. Test Your Action: Click OK to save your action, then OK again to close the Actions window. Now, click on a country in your worksheet. A new browser tab should open with the corresponding Google search results.

This same technique can be used to link to internal tools, project management systems, or even specific product pages on your Shopify store based on a selected Product ID.

Method 2: Embedding Hyperlinks Directly in Tooltips

Sometimes you don't want to navigate the user away from the dashboard. Instead, you just want to provide a quick reference link in the tooltip that appears when they hover over a data point. This is an excellent way to add supplementary information without interrupting the user's flow.

How to Add a Link to a Tooltip:

1. Select Your Worksheet: Go to the individual worksheet that contains the data you're working with.
2. Edit the Tooltip: In the Marks card, click on the Tooltip shelf. This will open a rich text editor where you can customize what appears on hover.
3. Insert Your URL Field: Let's assume you have a field in your data source called "Article URL." You can add this directly to the tooltip. First, add the field to the Tooltip shelf in the Marks card to make sure it's available. Then, in the tooltip editor, you can write something like:

As long as the "Article URL" field contains a complete web address (including "http://" or "https://"), Tableau will automatically make it a clickable hyperlink in the tooltip. If the URL is not already in your data, you can simply type a static URL directly into the tooltip editor.

Method 3: Linking Between Dashboards with "Go to Sheet" Actions

URL Actions are for external links, but what about navigating within your workbook? This is where "Go to Sheet" actions shine. They let you build a guided journey, moving from a high-level overview to detailed tables or specific charts.

Imagine a business overview dashboard with KPIs for Sales, Marketing, and Operations. You can create a navigation panel that allows users to click a "View Details" button for each department and be taken to a dedicated, more detailed dashboard for that area.

How to Create a "Go to Sheet" Action:

1. Create a Navigation Button: It's best practice to create a dedicated worksheet for your navigation button. You can do this by dragging a calculated field with a string like "View Sales Details" onto the Text shelf and then formatting it to look like a button. You can also use a custom shape.
2. Add the Button to Your Dashboard: Drag this new "button" worksheet onto your main summary dashboard.
3. Set Up the Action: Go to Dashboard > Actions... and click Add Action > Go to Sheet...
4. Click OK and Test: Save your action and close the windows. Now, clicking your "View Sales Details" button on the summary dashboard will instantly navigate you to the detailed sales dashboard. You can create several of these actions to build a complete navigation menu for your workbook.

Fine-Tuning Your Links: Tips and Best Practices

Once you've mastered the basics, here are a few ways to make your interactive links more effective and user-friendly.

Passing Filters for a Seamless Experience

When using a "Go to Sheet" action, you can make the user's transition much smoother by passing filters. For example, if a user clicks on the "West" region on your summary map, you can automatically filter your detailed target dashboard to only show data for the West region.

In the "Go to Sheet" action configuration window, under "Target Filters," you can specify which fields to use for filtering. Selecting "All fields" will pass the context of everything the user clicked on (region, date, product category, etc.), creating a highly intuitive drill-down experience.

Instruct Your Users

Interaction isn't always obvious. A user might not know they can click on a chart. Add a simple text box to your dashboard with instructions like, "Click on a state to see regional details," or label your navigation buttons very clearly. This small addition makes your dashboards far more accessible.

Name Your Actions Descriptively

When you start building complex dashboards, you might have dozens of actions. In the Actions menu, give each action a clear and descriptive name (e.g., "URL Link to Google News" or "Go to Sales Detail Sheet") instead of the default "Action 1." This will save you a lot of headaches when you need to edit them later.

Final Thoughts

Adding links in Tableau bridges the gap between a static report and a dynamic, exploratory tool. By mastering URL and sheet actions, you provide your users with the context and depth they need to move from asking "what happened?" to understanding "why?" and "what should we do next?".

Building these dashboards, managing actions, and wrangling data can quickly become a time-consuming process. At Graphed, we created a way to skip the manual setup and get straight to the insights. You can connect your marketing and sales data sources in seconds, and then just ask for what you need in plain English. For instance, you could say "create a dashboard showing my top campaign performance, and when I click a campaign, show me a detailed breakdown of its key metrics." Our AI handles all the connections, chart building, and interactive actions for you, instantly giving you a live, drill-down dashboard that you can modify just by chatting.