Category: Tableau action drill down

Have you ever wanted to drill into a single row of a text table in Tableau? Tableau has some nice hierarchy options that allow you to drill down and back up to get varying levels of detail for whatever you are analyzing, but the drilldowns are all or nothing.

This default behavior becomes problematic with text tables because the number of rows gets inflated with data irrelevant to your analysis. This post will show you the three-step solution for drilling into a single dimension member to reveal underlying detail in Tableau. Join Now. The trick to clicking into a single row to expand to more detail involves either set actions available as of Desktop Set actions are more flexible than parameter actions because 1.

For these reasons, we will set up our drilldown using sets. We would like to drill into individual categories to reveal the Sub-Category dimension for only the selected category. The first step is to create a set from the dimension you will be clicking on to reveal more detail. Leave the set blank for now, as we will be populating the set during the third step. Next, create a calculated field that will display the second level of the hierarchy only when the first level of the hierarchy is in the set.

For this example, I want to display the Sub-Category dimension i. The most elegant way I can think to write this formula is:. The Immediate IF function looks at the logic before the first comma; when the statement is true, it displays the outcome between the first and second comma; when the statement is false, it displays the outcome after the second comma.

Nothing changed because our Category Set is currently empty, and the Sub-Category dimension will only be displayed if a dimension member from the Category dimension matches a dimension member in the set we created in the first step.

In the third and final step, we will use a set dashboard action to populate the Category Set, which will create the single-row drilldown effect. The most important aspect of the Change Set Values dashboard action settings are to tell Tableau which set you are targeting, but you can also set up when you want the action to execute and what you want to happen when the selection is cleared.

This means the single row drilldown will work when a user clicks on a dimension member and the table will go back as if nothing happened when the selection is cleared. Now if a user clicks on a specific dimension member, such as the Office Supplies category, the table will drill into the sub-categories for that single row.

When they clear the selection by clicking somewhere else on the view or the Escape key, the table returns to its default state with no sub-category detail.

Facebook contact form

In the case that you want to drill into individual rows at the same time, this approach also works with a multi-select by holding the Control key while you click on multiple dimension members. By the way, this works any time the Category, or whatever dimension you are analyzing, is on the view — so it will also work on visualizations.

Sign up to have our latest data tips sent straight to your inbox and receive a page eBook in your welcome email! We take privacy seriously. We will never share your email and you can unsubscribe at any time. Return to Data Tips Page. Join Now How to Drill into a Single Dimension Member on a Tableau Table The trick to clicking into a single row to expand to more detail involves either set actions available as of Desktop I will now place this newly created calculated field onto the Rows Shelf of my table.

Thanks for reading, — Ryan. View All. Subscribe for our latest tutorials: Email.Among the multiple possibilities offered by the use of ParameterActions, I am continuing with this blog, deepening its use in different techniques of Drill Down, since I believe that in addition to facilitating the definition of complex Drill Down, it also speeds up the response time when interacting with the visualization.

The objective of this exercise is to take advantage of the benefits of Parameter Actions in an Asymmetrical Drill Down, for which we will use one of the famous designs for Set Actions, created by the incredible Lindsey Poulter. As the new functionality of ParameterActions is going to be used, the first thing we have to do is create the parameters. A parameter must be created for each different value that you want to identify when the user interacts directly with the visualization, that is, one for each level of the hierarchy.

Step 2: Calculate a new dimension with the value of the maximum level of Drill Down. Later, when the ParameterActions are defined and the user begins to interact directly with the visualization, the values of each of the three parameters will be updated according to the mark selected by the user. With the update of the values of the three parameters, automatically the value of this field will be recalculated and its value will be changing between 1, 2 and 3.

A variable is created for each level of the hierarchy: Category, Sub-Category and Region. Its value will depend on the level of consultation that is being carried out. These variables are affected by the action of the user on the chart and, in turn, when the ParameterAction is activated, they serve to update the value of the associated parameter.

Link to Tableau Public. Each of the ParameterActions must update the value of its associated parameter, according to a dimension. Once all the parameters have been updated, the calculated fields that depend on the value of the parameters will be updated.

Thank you very much and if you have any questions about the post, do not hesitate to contact me on Twitter rosariogaunag. I was wondering what you should adjust in the calculations if you want to create this view with 4 dimensions.

Could you help me with this? Like Like. Hi, Alexander.

Hesston mower conditioner

I share you link to a new post that I think can also be useful. The design is different from the one presented in this post, since instead of an asymmetric query, only the last level of the hierarchy is consulted.

Hi Alexander! Easy to adapt to more layers, if needed. What I prefer most about this version compared to the set version is that it in my opinion is much easier to follow no need to pay attention to from which dimension you create the sets. Contrary, the parameter reacts immediately to it being cleared.

Finally, it seems to work much! I am currently having both versions in my dashboard and when I use the set version apparently, the sets have to be calculated whereas here everything is readily available. I agree with you that the Parameter Actions are ideal for Drill Down exercises. The advantage is that we have both Set Actions and Parameter Actions and we can choose the one that best suits what you are looking for.

Like Liked by 1 person. You are commenting using your WordPress. You are commenting using your Google account. You are commenting using your Twitter account. You are commenting using your Facebook account.Yet it is a common request by stakeholders in the business world. The main argument against displaying data in a table is the inability to quickly and accurately tell the difference between values, especially when there are lots of different numbers.

One way to present data in a table like manner yet still incorporate visual cues is to show light grey bar charts behind each number when a dimension is expanded. This can be accomplished in Tableau through utilizing set actions and formatting of subtotals. In this example, I even highlighted the bars with a negative profit ratio orange. In the latest Power BI update, a new feature was introduced to allow for the ability to drill in and out of different items.

I wanted to see if something similar could be created in Tableau. An important note: because this calculation uses LODs, it may need to be adjusted depending on how your table is setup and the desired look. Add it to the rows shelf, in front of category. Right click on the category pill and unselect show header. If you add multiple measures, there will not be much space in-between the different columns. To easily add additional space, edit the label.

Add two periods to the end of the label and change the color to white If you want to color the bars of any of the measures, such as if there was a threshold for a good, bad, and okay profit ratio, a calculation can be created and added to the detail mark. Then, clicking on the icon next to the pill, change it to color. This will bring up a combined legend, where the total values can be changed to white while the others can be updated accordingly To view my working example on Tableau Public or to download my workbook, click here.

Tableau Tip: Map Drill-Down

Also, check out the other dashboards in the workbook detailing different ways use set actions. Skip to content. Home How To Vizzes. November 23, Lindsey Poulter.

Create A Map with Multiple Layers in Tableau

Click to view on Tableau Public The Inspiration In the latest Power BI update, a new feature was introduced to allow for the ability to drill in and out of different items. The How Determine the main dimension to display as well as the secondary dimensions to breakout the main dimension by. I am going to use category as the main dimension and sub-category as the secondary dimension. Create a new worksheet and add the main dimension, category, to the columns shelf Create a new set based upon the main dimension.

This calculation will tell Tableau what to do when a value from the main dimension is clicked on and thus added to the set.

Attic truss

This will serve as the drill down, where clicking on any category will then show the corresponding sub-categories. Run the action on select, with clearing the selection removing the set values. In this example, I am going to use sales. As shown below, the calculation created in the previous step will only show a bar for each sub-category where as the totals of non-selected categories just show 0.

This will be used to color the total rows one color white and the rest of the rows a different color. Change the horizontal alignment of the label to left.Tableau Drill Down is the feature to represent the hierarchical data view of the visualization. It helps in-depth analysis of a particular dimension and its dimensions with the details of measures. The drill-down reports are context-specific and are created for specific business requirements.

Some of the examples of drill-down reports in Tableau is representing sales data for a country, region, state and city levels. Similarly representing the year, month, the date representation is a common use case for drill-down reports. Tableau provision to view the drill-down feature on the dashboard. Drill down is an important feature in Tableau that adds value to business intelligence BI. Drill Down is one of the most useful feature tableaus has offered.

Visualization makes easy to view with it. When there is a large data source, we can view each data by using the drill down. Tableau is easy to use a tool, easy to understand each feature it provides. Your email address will not be published.

How to clean car radiator fins

Forgot Password? Leave a Reply Cancel reply Your email address will not be published. Free Data Science Course. By continuing above step, you agree to our Terms of Use and Privacy Policy. Login details for this Free course will be emailed to you. Please provide your Email ID. Email ID is incorrect.Use set actions to let your audience interact directly with a viz or dashboard to control aspects of their analysis.

tableau action drill down

When someone selects marks in the view, set actions can change the values in a set. For examples on how set actions can be used, see Examples of set actions. Watch a video : To see related concepts demonstrated in Tableau, watch Set Actionsa 7-minute free training video.

Use your tableau. Set actions take an existing set and update the values contained in that set based on user actions in a viz. You can define the set action to include:.

To change or affect a visualization, the set referenced in the action must be used somehow in the visualization. You can do this in different ways, such as using the set in a calculated field that you then use to build the viz, or by placing the set in the view or on a Marks card property.

You need to create set actions in Tableau Desktop to make them available for use in Tableau Online and Tableau Server. Create one or more sets. The sets you create will be associated with the data source that is currently selected. For details on creating sets, see Create Sets. Create a set action that uses one of the sets you created.

8 analytic concepts to express with Tableau set actions

You can create multiple set actions for different purposes. Depending on the behavior you want to make available to users for their analysis, you might want to create a calculated field that uses the set. For details on creating calculated fields, see Create a calculated field. Build a visualization that uses a set referenced by a set action. For example, if you create a calculated field that uses the set, build the view using that calculated field.

Or, drag the set to Color in the Marks card. Test the set action and adjust its settings as needed to get the behavior you want your audience to experience.

Jawa bike chennai olx

Select a source sheet or data source. The current sheet is selected by default. If you select a data source or dashboard you can select individual sheets within it.

Hover - Runs when a user hovers the mouse cursor over a mark in the view.Use set actions to let your audience interact directly with a viz or dashboard to control aspects of their analysis. When someone selects marks in the view, set actions can change the values in a set. For examples on how set actions can be used, see Examples of set actions. Watch a video : To see related concepts demonstrated in Tableau, watch Set Actionsa 7-minute free training video.

Use your tableau. Set actions take an existing set and update the values contained in that set based on user actions in a viz. You can define the set action to include:. To change or affect a visualisation, the set referenced in the action must be used somehow in the visualisation. You can do this in different ways, such as using the set in a calculated field that you then use to build the viz, or by placing the set in the view or on a Marks card property.

Drill down hierarchies in Tableau with website-style navigation

You need to create set actions in Tableau Desktop to make them available for use in Tableau Online and Tableau Server. Create one or more sets. The sets you create will be associated with the data source that is currently selected. For details on creating sets, see Create Sets. Create a set action that uses one of the sets you created. You can create multiple set actions for different purposes. Depending on the behaviour you want to make available to users for their analysis, you might want to create a calculated field that uses the set.

For details on creating calculated fields, see Create a calculated field. Build a visualisation that uses a set referenced by a set action. For example, if you create a calculated field that uses the set, build the view using that calculated field.

Or, drag the set to Colour in the Marks card. Test the set action and adjust its settings as needed to get the behaviour you want your audience to experience. Select a source sheet or data source. The current sheet is selected by default. If you select a data source or dashboard you can select individual sheets within it. Hover - Runs when a user hovers the mouse cursor over a mark in the view.

tableau action drill down

Select - Runs when a user clicks a mark in the view. This option works well for set actions.Drill Up are very useful when working with more than three levels of hierarchy. As Parameter Actions are going to be used, the first thing we must do is define the Parameters to be used. Initially, the parameters are assigned the value of an empty string, but as the user interacts with the Viz, the Parameter Actions will update the value of its associated parameter. With the update of the parameter values, the value of this field will automatically be recalculated.

Its value will depend on the level of consultation or detail used. Create a Parameter Action for each level of Drill Down. The latest version of the Viz is here. Thank you very much and if you have any questions about the post, do not hesitate to contact me on Twitter rosariogaunag.

tableau action drill down

You are commenting using your WordPress. You are commenting using your Google account. You are commenting using your Twitter account.

You are commenting using your Facebook account. Notify me of new comments via email. Notify me of new posts via email. Twitter Tableau Public Search. Search for: Search. Main requirements: Definition of five levels of consultation hierarchy for sales: 1 Category, 2 Subcategory, 3 Region, 4 Segment and 5 Shipping mode. As the Drill Down option is used, that is, when the hierarchy consultation levels are deepened, options must be added within a top menu bar, which allows you to return to any of the previous levels of aggregation.

On the other hand, when a Drill Up option is activated in the menu bar, the main chart is updated and in addition, the available menu options are updated, according to the selected Drill Up level. Then I share the steps I followed. Its value will depend on the maximum consultation level used. Create a dashboard with the newly created chart. Its value will depend on the maximum level of consultation. The sheets will be used to create a menu with the different levels of Drill Up.

Below is an image of what the full menu would look like at the highest consultation level. STEP Create a Parameter Action for each level of Drill Up to clean the parameters. A Parameter. A Parameter Action to update the parameter value, with the dynamic dimension. A Dimension with the legend that represents the corresponding Drill-Up.

A new Sheet to show the legend of the previous point and that includes the dimension to clean the parameters. A Parameter Action to be applied in each of the sheets, to clean the value of the associated parameter.