Eric Dzacka how did you set the dashboard action up in order for the drill down to work? I have been trying to set it up but I can’t get it to work at all
@@AnthonySmoak Hey Anthony, I was facing the same issue. So I followed rest of your video and then added the sheet to the dashboard and added actions there. But no change to the situation.
Thanks for highlighting the extra detail on the division vs drill division at around 4:40. I was troubleshooting for sometime now, but after seeing your video, its solved now !
It is possible to hide the unselected values, for example: I have the data for 2018 and 2019, the drill would be Year / Month / Day, when I say 2018 should hide 2019 and only show me the months of 2018 and click on January to hide the other months. I'm sorry if you do not understand, I know very little English.
Hi Anthony, any idea as to why when I add on the third level it doesn't expand like it's supposed to. For example, when I select conference, everything opens not just the conference I selected. thanks for any help
@@AnthonySmoak i have the same problem as Joe from DC, and i have checked everywhere even watched your videos multiple times to figure out what went wrong, but could not solve it.
Had the same Problem. Did you check your calculated fields? You have to add an "AND" for every set that is used before. For example: The calculated field for the 3rd drilldown should be "if [Conference Set] AND [Division Set] AND [Team Set] then ... ELSE "" END"
Thank you for this tips Anthony, was trying to do this multiple levels drilldown for days now and hopefully i found your video. Very clear and Helpful + the example was perfect for me (NBA fan). i subscribe to your channel for sure, this is true added value. Regards, Charles
Can you please do a video on tableau background images . I have been trying to figure out to implement it with a dimension in a chart but still not able to do. Would be great if you explain that.
Hi Anthony, A great video and I am a fan of yours.. I built a similar view with around 7 level of details to drill down, and its working perfectly fine. One question pending that I have is: If I have to reset all the Set's to default view.. how do I do that using an action. Please please help me.
Great video for Drill down with set actions. Is it possible to show only relevant values for West and rest all should disappear. Is this possible? Please help on this
So, do you not use a hierarchy when using the sets for drill down? In the Default Drill method there was a Conference hierarchy, but then all of a sudden there wasn't when going to show new method.
I am using an older version of tableau desktop and cannot update it...Is there any way to do the same thing using drill by mark selection? I have five dimensions under the hierarchy.
I am having one problem in this. If i try to drill into east it shows drill down value of east but when i drill into west, east collapse automatically. multiple drill on same level is possible? If yes, can u give me rundown?
For some reason clicking on the first level opens up the second level for the one I click on and also opens all the third level for the ones I didn't click on. Anyone know why that is?
This is wonderful way! however, after implementing, I see one issue, the same drill down which works well using set actions on dashboard level doesn't work when the same dashboard is pulled on a Story. Do you also see same issue and is there any way out? As I understand, we can't create set up actions at Story level.
Hi Anthony, I have a problem. I want to combine Filter Action with Drill Down Action. Three sheets, one dashboard. You can either FILTER a country or DRILL DOWN into the subsidiaries in that country. Bu tin the other sheets you see it broken down into departments and cost types. Now if I want to know the HR department costs, I click on it and it filters all other sheets. Fine, then I want to filter for USA, so I see only HR costs in USA. Also fine, but when I then press drill down on USA it removes the filter from department even though I drilled into Country. Why is that and how can I circumvent that?
Hey Anthony, same im trying to do in 2020.1 but in dashboard, when you click on first column its actioning on next 2 columns at a time. Step by step its not working. can you please let us know, how the action should work on step by step column.
I can't say as I do not have knowledge of the data or dashboard you are using. Double check to make sure you're taking an approach similar to what I've done in the video.
Great tutorial, it works well at the worksheet level, but doesn't function when it is moved onto a dashboard. Is there a way around that?
Try adding the actions via the dashboard instead of the worksheet.
Awesome! it works perfect. Thanks Anthony!
@@ericdzacka8951 Glad to hear it!
Eric Dzacka how did you set the dashboard action up in order for the drill down to work? I have been trying to set it up but I can’t get it to work at all
@@AnthonySmoak Hey Anthony, I was facing the same issue. So I followed rest of your video and then added the sheet to the dashboard and added actions there. But no change to the situation.
You explain it so well.. Choosing a simple yet efficient example.. Thanks so Much!!!
Thanks for highlighting the extra detail on the division vs drill division at around 4:40. I was troubleshooting for sometime now, but after seeing your video, its solved now !
Thanks Anthony for the simplify explanation
It is possible to hide the unselected values, for example:
I have the data for 2018 and 2019, the drill would be Year / Month / Day, when I say 2018 should hide 2019 and only show me the months of 2018 and click on January to hide the other months.
I'm sorry if you do not understand, I know very little English.
I 'm looking for the same solution. Did you get any solution Carlos? Anthony can you please help us.
is there any video to check how to change the color of whole dashboard sheets according to the selected measure?
Thanks for the video. I like that you use a different data set besides the superstore
I'll use superstore data at times, but it gets old.
@@AnthonySmoak
I have tableau 10.5.3 but I don't see the set action do I need to upgraded
Upgrade to at least 2018.3
Hi Anthony, its a great video. Just a query, is there any way to hide unselected options after the selection has been made?
Really great stuff
Thanks Anthony ....This was of great help to me !!!
Glad it helped!
Hi Anthony, any idea as to why when I add on the third level it doesn't expand like it's supposed to. For example, when I select conference, everything opens not just the conference I selected. thanks for any help
I am having this same issue as well.
Interesting, I'll have to find some time to take a look and investigate.
@@AnthonySmoak i have the same problem as Joe from DC, and i have checked everywhere even watched your videos multiple times to figure out what went wrong, but could not solve it.
Had the same Problem. Did you check your calculated fields? You have to add an "AND" for every set that is used before. For example: The calculated field for the 3rd drilldown should be "if [Conference Set] AND [Division Set] AND [Team Set] then ... ELSE "" END"
Thank you for this tips Anthony, was trying to do this multiple levels drilldown for days now and hopefully i found your video. Very clear and Helpful + the example was perfect for me (NBA fan). i subscribe to your channel for sure, this is true added value. Regards, Charles
Thanks Charles, I'm happy my video was able to help. I love NBA stats for teaching. Thanks for watching and subscribing!
I tried set drill function, works very well in worksheet and dashboard, but it’s not working in story navigation point, is it limitation in Tableau?
Amazing!!!
Great videos anthony thank you
what does 'remove all values from set' does, and why select it?
Can you please do a video on tableau background images . I have been trying to figure out to implement it with a dimension in a chart but still not able to do. Would be great if you explain that.
Hi Anthony, A great video and I am a fan of yours..
I built a similar view with around 7 level of details to drill down, and its working perfectly fine.
One question pending that I have is: If I have to reset all the Set's to default view.. how do I do that using an action.
Please please help me.
Great video for Drill down with set actions. Is it possible to show only relevant values for West and rest all should disappear. Is this possible? Please help on this
So, do you not use a hierarchy when using the sets for drill down? In the Default Drill method there was a Conference hierarchy, but then all of a sudden there wasn't when going to show new method.
Thanks Anthony! very helpful. Can you help with finding new data for practice got bored with superstore.
Nice tutorial!!
I am using an older version of tableau desktop and cannot update it...Is there any way to do the same thing using drill by mark selection? I have five dimensions under the hierarchy.
Arslaan, try this video: ua-cam.com/video/SJhXi4IAeik/v-deo.html
Awesome!
I am having one problem in this. If i try to drill into east it shows drill down value of east but when i drill into west, east collapse automatically. multiple drill on same level is possible? If yes, can u give me rundown?
Fantastic , Thank you
Hi Anthony, silly question: Are you able to get labels to work with your barchart using the set Action drill down? Cause I am not able to.
arg! the lables started to work when I broughtthe table into a dashboard....so sorry to bother you.
For some reason clicking on the first level opens up the second level for the one I click on and also opens all the third level for the ones I didn't click on. Anyone know why that is?
This is wonderful way! however, after implementing, I see one issue, the same drill down which works well using set actions on dashboard level doesn't work when the same dashboard is pulled on a Story. Do you also see same issue and is there any way out? As I understand, we can't create set up actions at Story level.
Add sets on the Dashboard as well.
Hi Anthony, I have a problem. I want to combine Filter Action with Drill Down Action. Three sheets, one dashboard. You can either FILTER a country or DRILL DOWN into the subsidiaries in that country. Bu tin the other sheets you see it broken down into departments and cost types. Now if I want to know the HR department costs, I click on it and it filters all other sheets. Fine, then I want to filter for USA, so I see only HR costs in USA. Also fine, but when I then press drill down on USA it removes the filter from department even though I drilled into Country. Why is that and how can I circumvent that?
Hi Anthony,
Even I face the same issue as Shadow.
May you please help with a hack..??
Hey Anthony, same im trying to do in 2020.1 but in dashboard, when you click on first column its actioning on next 2 columns at a time. Step by step its not working. can you please let us know, how the action should work on step by step column.
I can't say as I do not have knowledge of the data or dashboard you are using. Double check to make sure you're taking an approach similar to what I've done in the video.
@@AnthonySmoak if possible can I have your mail id, I will share
I don`t see 'Change set values' in the action window other than three standard options after the procedure. What`s wrong?
Set actions are new as of version 2018.3.
@@AnthonySmoakIs there a way to achieve this in older versions(10.5.6)?
@@spreetham1989 Did you look at this video? ua-cam.com/video/SJhXi4IAeik/v-deo.html
It shows error when create the calculated field
Hw do bring back the view to its initial state
Drill down using set actions works fine in worksheet, but on Dashbord it is not working...
You need to add the action through "Actions" option in Dashboard tab as you did when you added the action in worksheet tab.