#Tableau
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- Опубліковано 22 лип 2024
- I've showed you in several videos and WatchMeViz live streams how to create a 2 level drill down. And naturally the follow up question is always, how can I go one level deeper? This tip has exactly what you're looking for. I show you how to create a 3 level drill down in Tableau.
This example shows you how to drill down from Category to Sub-Category to Segment. All you need to do for your situation is replace the dimensions I'm using with yours. This will work with any combination of 3 dimensions.
Note, I have gone a bit quickly in this example, I'll work to make them slower in the future. Please pause the video as you follow along.
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INSPIRATION
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TWO LEVEL DRILL DOWN WITH A PARAMETER ACTION
• #Tableau - 2-Level Dri...
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I love that he doesn't waste my time with a 3 minute intro. Nice and to the point! Very nice!
Thanks Andy! Keeps surprising us always❣️
Thanks a lot Andy... This is one of the best 3 level drill down video on the internet........
Thanks Andy for enlightening us with these amazing weekly tips
My pleasure!
Thank you so much Andy. Now I MUST subscribe!
Master Kriebel's content keeps getting better and better. Thank you so much for all the great content. I learn a lot from your channel.
I'm glad you enjoy it.
Thanks Andy. This was really helpful 👍 You're doing a great job
The best thing I learned today. Thanks for all the things you share with us..
Thanks a lot for this tip, when I did it to one of the dashboards we have, the stakeholders were so excited about it. THANK YOU, you are the best!
That's so great to hear!!! Thanks for sharing.
Just found my favourite type of teacher. Straight to the point. Brilliant video. Thank you so much. You’re an inspiration. 🙏❤
That’s very kind. Thank you!
The video is short but with enough information we need, that is really save our time. Thanks a lot!
You're welcome!
That was great; thanks for the detail without the fluff!
Very well explained! Very effective! Everything I love about you @Andy! Thank you so much.
You're very welcome!
Thank you so much, Andy!
You’re welcome. I hope you are able to put it to good use.
It's a great way to provide interesting feature to the dashboard
This is very cool. Thank you Andy.
Very welcome!
Love it Andy. Thanks so much
Very welcome
Thank you for the great video !!!
Thank you for sharing. Without this video, I would have been sad for a long time
Now you can be happy!!! Share it with someone else and make them happy too. 🙂
Thank you so much!! This was the clearest, easiest to follow explanation of how to do this in Tableau I've found. I wish I could buy you a coffee or something. Hope all is well!!
That’s wonderful to hear. Thank you. And thanks for the iced coffee 😊
Thanks for this Andy
My pleasure!
This is great! Thank you Andy!
Martin from the Data School Down Under
You're very welcome! I hope you're enjoying the DS training.
Thank you so much Andy
You are very welcome
Awesome and extremely helpful!!!
Glad it was helpful!
Thanks Andy for sharing the video it helps me a lot....
Glad to help!
You have helped me with my problems. Thank you so much! trying to make it level 4
Glad I could help!
It's a very useful template. Thank you.
You are welcome
Incredible
Hi Andy, super. thanks for making this video. It'd be really if you also do a video on 4-level drill down in Tableau. You're wonderful!🙏🙏
It gets way too complicated for me!
Really this trick is helpful Andy.
Fantastic! I hope you're able to put it to use.
This is amazing!
Thank you!
Excellent video !!
Thank you very much!
thanks Andy, very helpful. I've gone through all the steps and it works!
One question please - is there any option to drill down 2 or more categories at the same time instead of just 1 ? Many thanks
Hi Andy, The 3 level Drill down is represent excellently.
I need to give small challange in this Drill down.
>After clicking the category the bar graph is splited and viz sub category wise.
>My challange is
Sub category bars has to show along with category bar
Eg: If we click "Technology " it should show sub category list of bars also total value "Technology" bar on top of the sub category bars.
subscribed!!!! amazing work sir!
Thanks and welcome
Thank you🙂! It is very useful.
Glad to hear that!
Andy- this is the best channel I have ever seen on yt regarding Tableau. Great and easy to follow!
Wow, thanks!
@@vizwiz well deserved! I've got one question. How can I put that functionality on dashboard? I mean I applied that on the sheet but if I put this on dashboard, there's no way to use drill down button "+" nomore. I checked the actions and they're applied for the whole workbook so don't understand. Thanks!
You have to change them from worksheet actions to dashboard actions. So click on one of the sheets in the dashboard, go to Worksheet -> Actions on the menu. Go to each action for that sheet and change the top part from the worksheet to the dashboard.
@@vizwiz that works, thanks a lot Andy! Last one, sorry. If I'm not mistaken there's no way to have that drill down function both so in sheet and dashboard at the same time right?
@@danieljurczyk1984 I believe that’s correct, though I haven’t tried it in a while. Give it a try. Set up both the worksheet and dashboard actions. Come to think of it, I bet it will work.
Love it… very useful
Glad you think so!
this is life changing, thanks!!!!
You're welcome!
I have a video for scatterplots too.
ua-cam.com/video/Xlv1eZ25PSE/v-deo.html
Cool cover and nice glasses😂
Gracias!!!
Thanks Andy very useful. BTW colouring the bars is much easier if you drag '6. Current Level' onto colour shelf. This also has the added advantage that if more Categories, sub-categories or Segments are added to the data the colouring will still work.
Ah good shout! I hadn't thought about that. Thanks!
I did this on the video I released of a 3 level scatterplot drilldown. Thanks for the tip. 👍🏻
@@vizwiz Glad it was of use. One tip in exchange for the many you have shared seems like a very good deal.
Great tutorial for real world project.Thank you so much for sharing. l have learned so much. is it possible to add top N filer in every level? a colleague from a different team asked us to accomplish something like this for them.😂
Andy, thank you! Very useful video. Now I do not have excuses to do the same on 8 levels of org hierarchy (hope it will scale well).
Glad it was helpful!
Thanks
No problem
Great video! This is something I've been looking for for a while. Just found this channel and really looking forward to learning more from you. You mention having the calculations posted on your blog, but I couldn't find that. Can you help me find that?
The link to the blog is in the description. If they aren’t there, please let me know.
www.vizwiz.com/2022/10/3-level-drill-down.html
Thanks Andy that is very useful, can you add a reset🔄 button or backward⏪ and forward ⏩ button which will be comes in first level.
Sure! You would need to create additional actions for the buttons.
Hi Andy - Thanks for the great tutorial. I am trying to get this replicated for a table along with subtotals at Category and Subcategory level, so that user can see what it add up to when they expand a level. I tried to put subtotal at Category and 3.Sub category level. It does not look too user friendly when I do that. Do you have any advise or better way to do it ?
@ Andy its really helpfull cloud you please make 4 level drill down set action filter
Same steps you just need to add more to each calc. See if you can figure it out. You'll learn a lot.
Love it. Apart from aesthetics and expanding on a single level, how would this differ to a hierarchy approach?
A hierarchy would expand every item not a single item. For example, all categories would expand to all subcategories with a hierarchy. This method would only expand the one category.
You look like Clark Kent! Thanks for the informational video Andy
😂😂
Hi Andy thanks for such a useful turorial, just wanted to check if we can keep the main bar along with the drilldown members in the view i.e (total of the drill down members)
I believe there is a workout Wednesday from 2020 or 2021 that does this. I don’t have a tutorial for it.
Although maybe all you need to do is include sub-totals?? Though that would display twice at level 1.
Thank you for sharing Andy .This is very helpful and makes the dashboard very interactive . Just a quick question on a related visual. . Will we be able to include category/subcategory totals ? eg. if I select furniture, it expands the sub categories within furniture and with these subcategories a separate bar (total) for the furniture total should be created .Just thinking out loud here and pls let me know incase if I have misunderstood or this may not be possible .
Possibly. Try adding subtotals from the Analytics pane. I haven't done it myself.
Love this guy, he got to be a CANADIAN
Thanks Andy . Thankyou for the useful video. Actually i am doing the same thing with 4level drill down and somehow I managed to do that but I stuck while doing total and subtotal for each level because it is showing outside the hierarchy and the chart is not looking good .If you have any solution to achieve that it will be helpful
Good job. It gets more and more complicated with each level.
Thanks for the tutorial Andy. This feature is Awesome. Tried to implement with my dataset, when created 5th Calculated field as per the video, and pulled it into dashboard tableau stops responding. What's the issue here ?! Note: I have applied/restricted data to 50K records.
It’s kind of impossible for me to know what’s happening given I can’t see your calculation. I would double check that you followed the steps exactly.
Hello, love your videos they help me a lot. I started in POWER BI first and I found incredibly complex to set a simple drill down on tableau. Do you have a simpler way to create drill down other that via : Sets, calculated field and action? (Ps : I have seen also your parameter videos).
Thanks
I do it by creating a hierarchy with all the Dimensions I want to include then build the viz with the Hierarchy Dimension + Measure( no calculations required).
Using the calculations , in the video, will allow you to have different colors for each dimension. If you use the hierarchy , only one dimension can be in the color option. I would say , learn both ways to help meet the needs of your client.
Correct. There are two ways (1) hierarchy, (2) set/parameter actions. The hierarchy methods shows the next level down for ALL members of the dimension. A set/parameter action gives you control over how many dimensions drill down.
Hello, I have a question regarding the filters. My dashboard has a view where certain filters are not applicable and when a user select these filters, I want to grey out the area where these filters are not applicable. Is it possible to do this in Tableau?
Yes. Post it on the forums so someone can respond with an example.
You are going to save my career…😅
Fantastic!
Thank you Andy for this great video 💗 In sheet, graph is working but when I try to insert it into dashboard it does not work. Did I miss something?
Change the actions from worksheet actions to dashboard actions.
@@vizwiz thanks 🙏
This is great information, has saved a lot of time! I did run into one issue, when I followed the directions and click a category it automatically reveals down to the segment level. I think it is suppose to first reveal the subcategory, and then let the user click on the next "+" to reveal the segment. Am I doing something wrong? Thanks again!
That shouldn’t be happening. I’d recommend going back through the steps again. It sounds like one calc might be off.
You have to create second set on the subcategory calculation not from original subcategory field
My first set action works ok - i used a date as my base, so that's the first pill on the shelf, with the header hidden. my second action is throwing an error because the source field is missing from view. i can't add it to the shelf because it splits out the view. and when i add it to detail it splits out the bar labels. where did you set your fields in order to get the actions to work?
I had the same problem, turns out I missed a step. You need to create the second set from the sub-category calculated field (No. 3), not from the original field.
@@blessinge-philips7440 Dude, you saved me. I was about to throw my computer out a window.
Hi Andy, my favorite Tableau viz teacher. Quick question, when i place this sheet into a dashboard, the + sign for the drill down isn’t functioning in the dashboard as it does on the sheet? How do i fix that? Thanks again in advance and love your work
Change the worksheet action to a dashboard action.
When im adding this to the dashboard the drilldown is not working am i missing out on something
You need to change the worksheet action to a dashboard action or create a new action as a dashboard action.
Thanks for the tips !
Is it possible to do the same for a map with continent-country-city level ?
Yes. Here’s a two level map drill down. Continue this logic for 3 levels. ua-cam.com/video/BsP1hIXLV64/v-deo.html
Dear Andy, I have implemented this model on a dashboard I have been using within my firm.
However, I do not know how to make the color system dynamic whenever new items appear in the data model on the more granular level:
so far I have to color these accordingly...
Any idea?
Put 6. Color Level in the Color shelf instead.
Thanks! 👍@@vizwiz
Thank you for the tutorial.
I have question: the chart works fine on it's own, but when I drag it to my dashboard it doesn't work anymore, I click on the + to expand the categories but nothing happens, what's wrong?
same issue did you solve?
@@lov3aliv3-on5hb Yup I solved it by adding action to the dashboard.
On your dashboard go to dashboard tab > actions > change set values > choose your source sheets and target set and choose assign values to set, also choose remove all values from set.
This way should work
Hi! Is there a way to do this exact thing but to HIDE the rollup level bars for the unselected members at each level? I'm trying to do this and the drilling works fine but the bars at the bottom level are impossibly tiny with the higher-level bars still visible (as each set is up to almost a hundred members or so in some cases).
It sounds like you should we the view to fit width rather than fit entire view.
@@vizwiz Hi Andy - I didnt mean impossibly tiny in height, I meant in length; the view is set to fit width but when the parent-level bars are in the $billions and the broken out bars are down to like $4.87 you really cant see them because of the scale.
How did you suppress the Uber tooltips? The first click is find, but the second brings up the Uber tooltips, needing another click to trigger.
Uncheck all of the box in the tooltip window I believe.
Hey Andy - love this drilldown tip but drill up is a bit clunky. Do you have any tips?
I wish it were easier too. I haven't come across a better way yet.
@@vizwiz FWIW we ended up using a dashboard set action that collapses the entire view when a worksheet designed as a button is selected
@@anthonyjackson3399 Fantastic!!
Can this work for a 5 level drill down?
Yes
It is working in the workbook, but not in the dash. can anyone help?
Change the worksheet action to a dashboard action.
🤯
🤯
Hi , when it works on a shee but once I put in a dashboard, it does not work anymore
You have to change the actions to dashboard actions.
@@vizwiz thanks for the tip! it does work as in the worksheet, cheers!
Is there a way to do 4 level drill down?
Yes, same steps, but it will increase the complexity of your calculations.
It is possible do this with 5 levels?
It’s possible, just keep adding calculations, sets and actions in the same manner. Also, adjust “Current Level” calculation to include 2 more levels. Theoretically, as I understand, there is no number of levels restrictions.
That is correct. But the calculations will get very, very messy.
For some reason its not working for me
Which part?
There is an Issue with calculating the level in step 6:
IF [5 Current level ] = [segment] THEN 'segment'
ELSEIF [5 Current Level ] = [subcategory] THEN 'zone'
ELSEIF [5 Current Level ] = [city] THEN 'city'
END
The problem is step 5 calculation is that it returns the field:
IF [1 Category Set] AND [4 subcategory Level Set]
THEN [Segment]
ELSEIF [1 Category Set] THEN [subcategory]
ELSE [Category]
END
lets say you have aka a category with the name "furniture" and a subcategory with the name "furniture"
So in 5 returns category => furniture and in 6 it will compare the output from 5 furniture with the current subcategory which is also furniture which will result in true and 6 will return the wrong level,
a better way to calculate the level is to directly check for the same conditions in 5 instead of the output of 5
IF [1 Category Set] AND [4 Subcategory Set]
THEN "segment"
ELSEIF [1 Category Set] THEN "subcategory"
ELSE "category"
END
Thanks for the great tutorial I love your content
There a lots of way to accomplish the same goal. I'm glad you found another way that works for you. 👍🏻
we can easily achieve this by using hierarchy
No you can’t. Hierarchies expand all marks.
The problem is that all of these are hacks. Also the drill-back up does not work per level but collapses everything. In addition it is cumbersome to combine with filter actions. My users don't want to use Tableau and instead prefer PowerBI. Hierarchies can be opened up on ANY level very naturally and when clicking on it it filters. Boom. Not sure why Tableau is incapable of providing such a basic functionality.
Can you do this with a line chart? I want to click on a line in my graph of categories and have the sub categories of that line appear. @vizwiz