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We add Highlight Actions by using the Worksheet->Actions… or Dashboard->Actions… menu items to bring up the Actions window, and then we can click the Add Action > ->Highlight… button/menu to create the highlight action.
One more more target worksheet(s), which could be the same as the origin sheet(s). One or more source worksheet(s), these are what gets clicked on to active the action. Building out a Highlight Action in Tableau requires: We can work around the Highlighter’s limitation of no multi-select using a basic Select Highlight Action, this section covers how to do that. Or what if I want to control how the highlighted marks are formatted? We can’t control those either. Only what if I want to only select a couple of arbitrary customers? There’s no multi-select available in the highlighter (at least as of Tableau v10.2). This is great! We can turn on the highlighter by right-clicking on any discrete (blue) pill in the view and choose Show Highlighter, it’s that easy. In this particular view using Tableau’s highlighter if I enter “b” in highlighter criteria and keep the mouse pointer over the criteria then all customers w/ “b” are highlighted, and I can quickly move the mouse over the list and highlight them individually. In this kind of view we can’t label every mark with the customer name because they’d overlap and we want to enable some sort of highlighting based on a customer list to call out the customers. In the following view (and all the other views) there are 50 customers from a Superstore sample data set in a Pareto-ish chart showing their contribution to the % of total sales. Read on for how to build these out and choose the right method for you! This method lets us build views like this:
I think I might have invented this technique, I haven’t seen anything quite like it before.
Using a self-union’ed data source and a dual axis to get total control over how the highlighted marks are displayed and have more control over the user interface for choosing the highlighted marks. This technique was developed by Rody Zakovich in his post Only Color Marks on Dashboard Highlight. Using a separate worksheet with Highlight Action(s) enabled, a dual axis, and a duplicated dimension to display different marks. Using a separate worksheet with Highlight Action(s) enabled with Hover or Select. We can work around those limits in a few different ways:
Tableau’s Highlighter (and Highlight Actions) are hard-coded so we don’t have control over the formatting of the highlighted marks. We can only highlight a single value or all marks meeting a search criteria, not multi-select values. It’s got two potential limitations, though: Last year in version 10.0 Tableau introduced the highlighter that lets us quickly highlight marks.