Hi Andy, This is a great tip and thank you for this! Just wondered when I've tried to do this but for AVG(Sales) this trick doesn't seem to work and the lines become funky, do you know if there's a way to fix this or why this would be happening? Thanks
Hi Andy, Thanks for the video, i need to do same year to month drill down. I have followed your steps and getting some issue when i drill down to month, the months line grapgh is not following jan to dec order. it is going like mar to may to jan
Hi Andy thank you for your Viz, could you please elaborate more, for example: If I chick in quarter it displays months in that particular quarter, and If I click in any month, it should display the days in the particular month, I tried it but it displayed multiple charts.
You need to set up a 3 level drill down. I have a couple videos for how to do that with other dimensions. It should follow the same steps for time series.
Hi Andy, Just subscribed! I loved how clearly you broke this down. Somewhere where I got stuck with was around 3:45, I'd click and still nothing would happen. I had to edit my very first pill I pulled in to remove any ( ) through 'Edit in Shelf', which did the trick. Is this possible to do with a text table? Trying to represent spend data for several vendors, too many to graph cleanly otherwise. Specifically time series (Year to Month) would be amazing Best, Mike
Sure! If you right click on the tab at the bottom for the worksheet, choose duplicate as cross tab. Or even just moves the field you have on the view now. Put the measure on text and make the date discrete.
Hi Andy, I followed the process to drill-down year to month. The drill-down works but when I select a year, instead of visualising the monthly trend, it returns a straight vertical line with one point. On the x-axis the vis it returns years and not months.
Tableau Desktop Cookbook: Quick & Simple Recipes to Help You Navigate Tableau Desktop www.amazon.co.uk/dp/1492090115/ref=cm_sw_r_cp_api_glt_fabc_EATKHBX3M1F01S88C1Y1
Hi Andy, Thanks for the video. Could you please explain how Can I do the same process for year to quarter and quarter to month and month to day. Thanks
Hi Andy, thanks for your reply. But I want to drill down from year to quarter then in quarter I want to drill down to a month finally drill down to day. Do you think its possible in time series in one worksheet? Could you Please help me with that? Thanks,
Yes, it’s possible, but it will get quite complicated. Lindsey Poulter has an example of a three level drill down in a scatterplot on her Tableau Public profile. That should be a good place to start.
Hi Andy, this was an awesome and helpful video..in this same way I want to get drill action from category to subcategory,then further drill down...is it possible?
Here are 3 examples for you: www.vizwiz.com/2019/09/parameter-action-drill-down.html www.vizwiz.com/2020/11/single-column-drill.html www.vizwiz.com/2019/05/drill-down-set-actions.html
@@vizwiz Hi Andy, Thanks for the video. Could you please explain how do you do the same process for year to quarter and quarter to month and month to day. Thanks
Hey Andy, when you use window_max(attr(int([month set]))), when does 'month set' actually return true? is it when it has something in the set that we've created? p.s. I'm a new tableau user !!
Here's how you can do it with a parameter action. This example isn't using dates, but the idea is the same. ua-cam.com/video/b4KfAx2jSis/v-deo.html For a set actions examples, check out this Workout Wednesday www.workout-wednesday.com/2022w25tab/
Man it's stuff like this that makes me miss PBI... this is inbuilt already - great vid
True for this feature but there are many simple features in Tableau that PBI lack. The two tools should get married and we would all be happy.
Hi Andy,
This is a great tip and thank you for this! Just wondered when I've tried to do this but for AVG(Sales) this trick doesn't seem to work and the lines become funky, do you know if there's a way to fix this or why this would be happening?
Thanks
I tried as well it worked perfectly for Sum (value) but not Avg or Min or Max. Any solutions?
Thanks. I’m a new Tableau user and this video helped to to solve an issue.
Great to hear!
Hi Andy, Thanks for the video, i need to do same year to month drill down. I have followed your steps and getting some issue when i drill down to month, the months line grapgh is not following jan to dec order. it is going like mar to may to jan
Hi Andy thank you for your Viz, could you please elaborate more, for example: If I chick in quarter it displays months in that particular quarter, and If I click in any month, it should display the days in the particular month, I tried it but it displayed multiple charts.
You need to set up a 3 level drill down. I have a couple videos for how to do that with other dimensions. It should follow the same steps for time series.
@@vizwiz thank you Andy, I will try
Thank you so much this worked! I am doing from Day to Hour, How do you change the bottom axis to display the hours.
You could use a custom number format probably.
Hi Andy,
Just subscribed! I loved how clearly you broke this down.
Somewhere where I got stuck with was around 3:45, I'd click and still nothing would happen. I had to edit my very first pill I pulled in to remove any ( ) through 'Edit in Shelf', which did the trick.
Is this possible to do with a text table? Trying to represent spend data for several vendors, too many to graph cleanly otherwise. Specifically time series (Year to Month) would be amazing
Best,
Mike
Sure! If you right click on the tab at the bottom for the worksheet, choose duplicate as cross tab. Or even just moves the field you have on the view now. Put the measure on text and make the date discrete.
is that posible to label of month 1 may 17 to 3o may 17(last day of month) in x-axis or only may 17 etc not first day of date
Hi Andy,
I followed the process to drill-down year to month. The drill-down works but when I select a year, instead of visualising the monthly trend, it returns a straight vertical line with one point. On the x-axis the vis it returns years and not months.
It must be filtering the year then as well or a single date.
Very helpful as usual, Andy! Don't forget to read Lorna's book ;)
What’s the name of the book? Please
Tableau Desktop Cookbook: Quick & Simple Recipes to Help You Navigate Tableau Desktop www.amazon.co.uk/dp/1492090115/ref=cm_sw_r_cp_api_glt_fabc_EATKHBX3M1F01S88C1Y1
Hi Andy, Thanks for the video. Could you please explain how Can I do the same process for year to quarter and quarter to month and month to day. Thanks
It’s the same process. Instead of month, use quarter. Instead of day, use month.
Hi Andy, thanks for your reply. But I want to drill down from year to quarter then in quarter I want to drill down to a month finally drill down to day. Do you think its possible in time series in one worksheet? Could you Please help me with that?
Thanks,
Yes, it’s possible, but it will get quite complicated. Lindsey Poulter has an example of a three level drill down in a scatterplot on her Tableau Public profile. That should be a good place to start.
Hi Andy, Could you please explain me how calc 'Show Months in set' works? How does the return value ' True' helps in calculation
Did I forget to explain it in the video? I’m pretty sure I would have.
@@vizwiz yes Andy... You have explained it, its for filtering purpose . But if you could elaborate that a bit it might help.....
Hi Andy, this was an awesome and helpful video..in this same way I want to get drill action from category to subcategory,then further drill down...is it possible?
Here are 3 examples for you:
www.vizwiz.com/2019/09/parameter-action-drill-down.html
www.vizwiz.com/2020/11/single-column-drill.html
www.vizwiz.com/2019/05/drill-down-set-actions.html
@@vizwiz
Hi Andy, Thanks for the video. Could you please explain how do you do the same process for year to quarter and quarter to month and month to day. Thanks
Hey Andy, when you use window_max(attr(int([month set]))), when does 'month set' actually return true? is it when it has something in the set that we've created? p.s. I'm a new tableau user !!
When something gets added to the set with the action, Month Set will return True. When you convert that to an INT, it changes it to a 1. (False is 0)
@@vizwiz getting it, thanks a lot !!
Very cool!
I tried every step as it is.. but after I did the action set step and clicked on the points on the line graph nothing happens :( please help Andy.
If it’s on a dashboard, you need to set it up as a dashboard action. Otherwise, you missed a step along the way.
Why is month field added to path shelf?
If you don’t add it, then the view will show separate dots for each mark because of the level of detail in the view.
@@vizwiz thanks, got it
How this but Year/Month/Day (add other level)
Here's how you can do it with a parameter action. This example isn't using dates, but the idea is the same.
ua-cam.com/video/b4KfAx2jSis/v-deo.html
For a set actions examples, check out this Workout Wednesday www.workout-wednesday.com/2022w25tab/