I love how this also works with other parameters to populate the sub-values! My use case is wanting to see the overall category distribution while drilling into a sub-category distribution where the sub-category varies depending on its parameter selection. So now I can drill-down by a variety of dimensions. So great, thank you!
Andy Thanks for this time-saver idea, brilliant! I, however, have issues wherein the action won't work on the tableau server, it works fine on tableau desktop
Thanks for this wonderful trick. Can we change the color for sub categories e. g when I click on category (furniture) then sub categories come up with different color, that will make easier to understand with other category.
Hi Andy, this is fantastic..I'm able to do this for one level but struggling to understand how to apply the same concept when there's multiple levels that I'd like to drill down. Can you give us an example? I don't use set actions because the table shows blanks when not clicked, so parameters look a lot cleaner when using a table view.
I just saw Kumar's same issue - see my first comment below. I then recreated a separate actions and now it works. THANKS I did this and have it working in the Worksheet, but when I put it in a Dashboard it did not work. I did got to Dashboard Actions and checked 'Show actions for all sheets in this workbook." What did I do wrong?
Hi Brenda - You can make your Worksheet Action function on a Dashboard by changing the way you originally set it up. In the Action’s settings change the Field, Source Sheet, from the Sheet to your Datasource. This will make the Action function on your Dashboard and prevent you from having to recreate the Action on your Dashboard. Hope this helps!
Hey Andy, this video was really helpful, but I am facing a problem, when I am integrating this graph in a dashboard drill down is not working, do I have to some changes in dashboard as well?
Thanks Andy, is it possible to drill down with measure values? I have created some measures, but I would like to include the calculations that made that measure. i.e rate drill down to the questions that created that rate?
Thanks for the tip Andy, I do have a problem with the sub category list being too long (50+) on some selection. So it all cramped up in Dashboard view when I click on the selection, what can I do to resolve this please?
Great stuff Andy! Is it also possible to select multiple categories for drill-down`? Right now it only works for one but what would need to be done to make it work for multiple?
@@vizwiz Thank you but I can't see that option. I have tried it in version 2020.4 (where I was building it) and also 2021.3 (just updated) but nowhere I see that option in the "Actions" menu?
@@daplaya20 oh this is dumb of me. I was describing how to do it with a set action. A parameter cannot hold more than one value, so it won't work. You will need to use a set action instead. I think this video has the way to do it with a set action. If not, let me know. ua-cam.com/video/d0jJrMbiFsM/v-deo.html
Hi Andy, Would it be possible to do multiple drill downs? For example Category to sub category and then sub category to sub category 2 ? If yes, how exactly?
Hi Andy, I don't see Nested sort option as you have shown in video (@ 1:53) and also don't see in add actions drop down "Add Parameter Actions". where am I going wrong?
Hi, can it be possible to just show the subcategories of the specific category and not show the other catgories. and also if we can put the name of the category on top of the mention subcategories and show the total value while the break down of values below in front of remaining subcategories
Hello, great vedios ..I am learning a lot..I just need one help..could you show same drill down in line charts for trends? I am unsuccessful in doing so
@@vizwiz Hello Andy, I would like to have one line chart with multiple categories,if I drill I should get all manufacturers,further if I drill I should get all the brands,further sub brands...all in one chart...is it possible? I got a project to do so and I am not able to do it 😩
@@vizwiz Yes its indeed very complicated..I am still a beginner and learning a lot from your videos. It's just awesome. Could you kindly share the link if you have for that or is it possible to make a video on that...it would be of great help.
Hello, thank you for this video I have two questions : I am trying to make a treemap with 3 levels (categories, sub-categories and products), and a filter at the more detailed one. When I deselect a product, I want it to come back to the categories treemap level. I think it is pretty much the same as your example. But I have a problem, the drill down is working with a table, and not with the treemap. Any idea of why ? The second problem is that I can’t hide the categories/subcategories when they are not selected. I tried with an action filter but it didn’t work. Is there a technical way to do that ? Thanks in advance for any help
I'm not sure why it wouldn't work. It must be something to do with the treemap. A treemap is incredibly difficult to understand, so I'd recommend going with a bar chart anyway.
Hi Andy, I have a requirement where on clicking technology I need only the corresponding subcategories whereas Furnitures and office supplies must be hidden. Is there a way to achieve that?
I love how this also works with other parameters to populate the sub-values! My use case is wanting to see the overall category distribution while drilling into a sub-category distribution where the sub-category varies depending on its parameter selection. So now I can drill-down by a variety of dimensions. So great, thank you!
Fantastic! Nice work!
Thank you very much. You made me pass my final project.
Love this, just started using Tableau to this level and this will save so much space on my dashboard, thank you
Outstanding - big time-saver. Thanks!
This is very useful. Thank a lot for share this tips👍
Brilliant, you got yourself a follower sir.
Thanks Andy, all videos are awosome
Thanks for this useful tip !!
Thanks love this vid
You’re welcome. Thanks for watching.
great! thanks
Thank u
Any thoughts on the most "data-ink" friendly way to show users that they can drilldown? For example, if this was on a dashboard?
Andy Thanks for this time-saver idea, brilliant! I, however, have issues wherein the action won't work on the tableau server, it works fine on tableau desktop
Most likely your action isn't configured for the dashboard correctly.
@@vizwiz i will try this again, because this is definitely what i need for my report...you are awesome! ta
Thanks for this wonderful trick. Can we change the color for sub categories
e. g when I click on category (furniture) then sub categories come up with different color, that will make easier to understand with other category.
Yes you can.
@@vizwiz Thanks, I'll try..
Hi Andy, this is fantastic..I'm able to do this for one level but struggling to understand how to apply the same concept when there's multiple levels that I'd like to drill down. Can you give us an example? I don't use set actions because the table shows blanks when not clicked, so parameters look a lot cleaner when using a table view.
Hi Lina. Sorry for the delay responding. It’s something I’m creating a video for.
Sensacional!
I just saw Kumar's same issue - see my first comment below. I then recreated a separate actions and now it works.
THANKS
I did this and have it working in the Worksheet, but when I put it in a Dashboard it did not work.
I did got to Dashboard Actions and checked 'Show actions for all sheets in this workbook."
What did I do wrong?
Hi Brenda - You can make your Worksheet Action function on a Dashboard by changing the way you originally set it up. In the Action’s settings change the Field, Source Sheet, from the Sheet to your Datasource. This will make the Action function on your Dashboard and prevent you from having to recreate the Action on your Dashboard. Hope this helps!
Thank you It works very well with me but when drop the worksheet on dashboard , the drill down does not work , is there solution?
You need to create the action again as a dashboard action.
Hi,
Is it possible if Category = Furniture then show Customer number and If Category = Office Supplies and Technology then sub-Category?
Thank you
Yes
Thank you! This is perfect! - I do however have a challenge .. when moving to the dashboard (floating) the drilldown feature no longer works??
Once it’s in a dashboard, you have to set it up again as a dashboard action.
Looks great but it only works in a worksheet and not in a dashboard?
You have to create it as a dashboard action.
@@vizwiz thanks Andy... That was it!
I love this trick, it's so fitting for what I need. Thanks for the vid
Thank you for sharing this, found this quite useful, for a three tier hierarchy should another parameter be made?
Yes
and that would mean another calculated field ? How did you exactly do three tier hierarchy?
can we drill down a stacked column bar chart with time on X axis?
Yes
Is it possible to hide a parameter using show and hide functionality...but it should be visible only to 2 group members only
I don’t understand your question. Can you rephrase it?
HI Andy can you please provide the vidoe on how to create th half donut chart or guage Chart..your all videos are awesome...
Abhijit More google it
@@vizwiz thanks Andy
Hey Andy, this video was really helpful, but I am facing a problem, when I am integrating this graph in a dashboard drill down is not working, do I have to some changes in dashboard as well?
Yes. It has the be changed to a dashboard action. Same steps, just as a dashboard action.
@@vizwiz I tried but didn't know how to do it. I am very new to Tableau and at my workspace I have been assigned some tough tasks in tableau
@@saniyakhan12939 that is 100% the way to fix it. It’s the same steps as setting up the worksheet action.
@@vizwiz I figured it out. Thanks alot Andy!
Thanks Andy, is it possible to drill down with measure values? I have created some measures, but I would like to include the calculations that made that measure. i.e rate drill down to the questions that created that rate?
Measure Names and Measure Values cannot be used in a calculation.
Thanks for the tip Andy, I do have a problem with the sub category list being too long (50+) on some selection. So it all cramped up in Dashboard view when I click on the selection, what can I do to resolve this please?
I wouldn’t recommend fit entire view then. You’ll have to set it to fit width or standard and let the user scroll.
Great stuff Andy! Is it also possible to select multiple categories for drill-down`? Right now it only works for one but what would need to be done to make it work for multiple?
When you set up the action, make sure that the “single select only” box is unchecked.
@@vizwiz Thank you but I can't see that option. I have tried it in version 2020.4 (where I was building it) and also 2021.3 (just updated) but nowhere I see that option in the "Actions" menu?
@@daplaya20 oh this is dumb of me. I was describing how to do it with a set action. A parameter cannot hold more than one value, so it won't work. You will need to use a set action instead. I think this video has the way to do it with a set action. If not, let me know. ua-cam.com/video/d0jJrMbiFsM/v-deo.html
@@vizwiz Ahhh, I see. Interesting, thank you. Will try this out :)
Hi Andy, Would it be possible to do multiple drill downs? For example Category to sub category and then sub category to sub category 2 ? If yes, how exactly?
Yes it is possible. I’m working on a video.
Hi Andy, I don't see Nested sort option as you have shown in video (@ 1:53) and also don't see in add actions drop down "Add Parameter Actions". where am I going wrong?
You must not be following the steps exactly. Try again from the start.
Hi,
can it be possible to just show the subcategories of the specific category and not show the other catgories.
and also if we can put the name of the category on top of the mention subcategories and show the total value while the break down of values below in front of remaining subcategories
Definitely possible.
Hello, great vedios ..I am learning a lot..I just need one help..could you show same drill down in line charts for trends? I am unsuccessful in doing so
What do you mean? Like a drill down from Months to Days?
@@vizwiz Hello Andy, I would like to have one line chart with multiple categories,if I drill I should get all manufacturers,further if I drill I should get all the brands,further sub brands...all in one chart...is it possible? I got a project to do so and I am not able to do it 😩
Yes, it's possible, and it will be very complicated. I don't have a video for that, but have seen Lindsey Poulter do that with three levels of detail.
@@vizwiz Yes its indeed very complicated..I am still a beginner and learning a lot from your videos. It's just awesome. Could you kindly share the link if you have for that or is it possible to make a video on that...it would be of great help.
One of these will give you a good start. public.tableau.com/en-gb/profile/lindsey.poulter8872#!/vizhome/SetActionDrilldown/SetActionDrilldown
Hello, thank you for this video
I have two questions : I am trying to make a treemap with 3 levels (categories, sub-categories and products), and a filter at the more detailed one. When I deselect a product, I want it to come back to the categories treemap level. I think it is pretty much the same as your example.
But I have a problem, the drill down is working with a table, and not with the treemap. Any idea of why ?
The second problem is that I can’t hide the categories/subcategories when they are not selected. I tried with an action filter but it didn’t work. Is there a technical way to do that ?
Thanks in advance for any help
I'm not sure why it wouldn't work. It must be something to do with the treemap. A treemap is incredibly difficult to understand, so I'd recommend going with a bar chart anyway.
Thank you for your answer
I have to do a treemap, so I can't replace it by a bar chart...
Is it possible to do this for more than one layer? For example, drilling from year to half to quarter to week?
You should be able to.
Hi Andy,
I have a requirement where on clicking technology I need only the corresponding subcategories whereas Furnitures and office supplies must be hidden. Is there a way to achieve that?
I would think a filter action would do that for you. Or a set action or a parameter action that flag them. Give it a try.
Hi Kiran, did you solve this requirement
@@vizwiz Could you plz help on that how to achieve to disappear the category values and only display relevant values(Sub category).
Can this drill down also work in dashboard? Its not working for me in dashboard when I migrated the sheet into dashboard.
Set it up again as a dashboard action and it’ll work.
@@vizwiz Yes, it worked. Thanks.
Can we do this in 'order date' dimension?
I don’t see any reason why you shouldn’t be able to.
is this chainable?
never might, the chain broke down. but it works great on single level sub-category. Thanks!
Can this be also used in a time series drilldown instead of creating a set action drilldown? (ua-cam.com/video/ICbXLgYvcWo/v-deo.html)
This is how you’d do it with a time series. You would need to add another level, but it’s doable. www.vizwiz.com/2021/05/time-series-drilldown.html