How to Create a Year→Quarter→Month→Day Drilldown in Tableau
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- Опубліковано 30 жов 2023
- Are you looking to take your Tableau skills to the next level? Do you want to create dashboards that offer a dynamic and interactive experience?
Look no further!
This comprehensive tutorial will walk you through the process of creating a Year→Quarter→Month→Day Drilldown in Tableau.
NOTE: You will need to create a parameter (this got cut from the video accidentally).
1. Name → Date Parameter
2. Data Type → Date
3. Current Value → 01/01/1900
4. Allowable Values → All
5. Value when workbook opens → Current value
🔹 What You'll Learn:
1. How to set up 2 parameters for drilldown functionality
2. How to perform 9 simple calculations that power your dashboard
3. How to implement 8 simple dashboard actions for enhanced interactivity
4. Introduction to dynamic zone visibility
🔹 Who Should Watch:
1. Data analysts looking to expand their Tableau toolkit
2. Business intelligence professionals aiming for dynamic reporting
3. Anyone who wants to unlock the full potential of Tableau
🔹 Why This Tutorial is Unique:
1. Step-by-step guide for each component: Parameters, Calculations, and Dashboard Actions
2. Introduction to advanced Tableau functionalities like dynamic zone visibility
3. Reusable examples to cement your understanding
4. Tips and tricks for maximizing the utility of your drilldowns
Don't miss out on upgrading your Tableau skills.
Let's dive into the world of advanced Tableau functionalities and take your dashboards to the next level!
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You will need to create a parameter (this got cut from the video accidentally).
1. Name → Date Parameter
2. Data Type → Date
3. Current Value → 01/01/1900
4. Allowable Values → All
5. Value when workbook opens → Current value
I am practicing your example. However, after I created Date Parameter, go to Dashboard action to create Date Parameter - Year action with selected worksheet Sales by Year, I don't see Year(Order Date) in Source Field.
Andy, thank you. I have used your tips in my work. Relating to this one I tried to create this drill down on a non date field, I did everything correctly up to the formula containing 'datetrunc'. Wonder if I could use this functionality in a non date field?
@@chamilka3460yes, just change the parameter type to string or int or whatever you need it to be.
@@sallyyang2616 hey im facing the same problem. Any luck with that?
Please help with this Dashboard action to create Date Parameter - Year action with selected worksheet Sales by Year, I don't see Year(Order Date) in Source Field
Very helpful, crisp and clear and engaging. Thanks a lot for this excellent video how to leverage Dynamic Zone Visibility. ❤
Thanks Maestro. Added this video to my collection.
Best utilisation of Dynamic zone visibility 👍
Thank you it's very helpful!
Great example, thx a lot!
Hi Andy, this is very good. Please how do we do that (drill up). For instance one drill down to quarter but wants to see the year values again without going way down to day first.
Also, is there a way to allow users go to the specific level they want to see without drilling down (even though we’ve given the drill down feature).
Thank you for your help sir
Brilliant work. You have a new subscriber
Awesome, thank you!
Wow I love it
Brilliant Andy. So useful,. It will answer all sorts of why questions to allow quick drill-throughs to find out the root causes.
My only question is, can we create drill-up action? maybe via a symbol to the side if the charts?
Absolutely.
Hi Andy, please how do we do that (drill up). For instance one drill down to quarter but wants to see the year values again without going way down to day first.
Also, is there a way to allow users go to the specific level they want to see without drilling down (even though we’ve given the drill down feature).
Thank you for your help sir
Wow!!
when creating Date Filter Quarter under the dashboard actions, Quarter(submissiondate) doesn't show up in the source field
Hi Andy, love this capability! Almost got it to work but got stuck on what I need to do to define Date Parameter?
Did I forget to cover that? I could swear it's in the video. If not, let me know.
I think so, but no problem, I just used the basic 'All' selection. Turns out my issue was really that I had my YEAR Column in the 'Sales by Year' tab as continuous YEAR instead of the continuous +YEAR form. I initially was able to inadvertently make it without the + I think because my date field was initially discrete by default. Changing it to continuous (green) in the Column didn't automatically add the + for me, but I finally figured it out. 🙂 All works now on my own data set. Now the hard part is to recreate without your video. lol. Thanks so much!
@@vizwiz yeah I think the video missed setting up the "date parameter' step used for the date filtering. Luckily its just a date parameter with All values selected so not too hard to figure out if you follow the rest of the video. I really enjoy seeing all the ways Dynamic Zone Visibility can be used, that is my favorite part of the video :)
@@DonaldBruceScotlandUSA sorry about that. I missed that it was cut from the video. Totally my fault.
Thanks Matt@@mrlutton
good andy
Why the Date Parameter is not showing up automatically?
Dynamic zone visibility does not work with extract refreshes. Any pointers on the same?
First I’ve heard of that.
In my version of Tableau 2021.3.6, I do not see Control Visibility by using Value
It came out in version 2022.3. You will need to upgrade.
In previous version you can just drop calculation to the Filters pane and select include true (or exclude false). You do not need to upgrade to change visibility. :) But you need to hide titles though.
So close but no functioning filtering in the drilldown. Source field is empty shows as none. BUMMER!!
If you follow the steps in this video, it will work, assuming you have 4 levels in your dates.
how was the date parameter created?
Check the video again. I’m pretty sure it’s in there.