Tableau Filters, Actions and Interactivity Audit
Check whether interactions help and behave as expected.
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Audit the interactivity of a Tableau dashboard. Filters (type, scope, default), actions (filter, highlight, URL), parameters, and what happens when users click: [INTERACTION_DESCRIPTION]. Observations from users: [USER_OBSERVATIONS]. Users should always know what is filtered. Test script: for each filter, set a value and check every sheet; set two filters together; clear all; use the browser back button; test on a phone-sized layout [VERIFY]; and run ten user tasks. Record Expected, Actual and Severity in a table (Interaction, Expected, Actual, Fix) and count issues by severity, showing how many break the main task. Look for filters that conflict, actions that filter unexpected sheets (a filter action applying to all sheets when it should apply to one), defaults that hide data, no reset method, empty views with no message, context filters missing so top-N lists change unexpectedly, and interactions that fail on touch devices. Propose the simplest set of controls that supports the main questions, with clear instructions and visible text showing which filters are applied. Treat product details as unconfirmed [VERIFY].
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