Tableau. Dashboard filter actions. Drill from campaign ROAS to SKU contribution.

What this means for your store

Dashboard actions pass selections between sheets - filter, highlight, or set parameters. A common ecommerce layout: top sheet shows campaign ROAS bars; clicking “Meta Prospecting” filters the lower product table to SKUs purchased from that campaign's attributed sessions. Without actions, users duplicate filters manually and often mismatch date contexts between the summary and SKU margin views.

Scenario on a real storefront

Athletic Greens wires campaign summary to SKU contribution margin on one dashboard tab. The media lead clicks a bar; the product table below updates without re-filtering dates:

Dashboard → Actions → Add Action → Filter

Source sheet: Campaign ROAS (bar)
Target sheets: SKU detail, Daily trend
Run on: Select
Clearing: Show all values
Target filters: Selected fields only
  Source: Campaign Name → Target: Campaign Name
  Source: Date Range (parameter) → already global

Optional - Parameter action:
  Source: Campaign bar → Target: Set p_Campaign → Target sheets: All

// Disable cross-sheet filtering on source marks
// Use highlight action for compare-two-campaigns view

What to do next

• Keep date context global via parameters so drill-down does not reset the window.
• Simplify mobile layouts - fewer sheets and larger tap targets for field teams.
• Add a “Reset filters” button (parameter + action) for executives who get lost in drill paths.

Bottom line

Filter actions turn static ecommerce dashboards into guided paths from campaign to SKU. Wire source and target fields explicitly and keep date logic consistent across sheets.