Thank you! This is the only source I have found to make this work on one sheet rather than multiple. This is exactly what I was looking for. I appreciate it!
great demonstration, i fully understand how to manage it. in fact, in my point of view, maybe I am used to read Pie Chart Bar Chart, this function seems not a good graphic presentation reporting to boss. Coz not easy to grab the distribution doing with Figure vs Portion.
You would need to add another ELSEIF in the Drill Down Labels, Drill Down Calc, and other related formula. Let me know if you want to set up a consulting contract.
Nice video! It’s what I was looking for! However it’s incredible how calculate field editor became a mess every time you use a secondary monitor. I solved it set up my zoom in control panel to 100% instead of 125%.
Hi Weston, thank you for the very comprehensive tutorial. I was wondering if it was possible to make this work as a filter action in a dashboard, so that when you click on technology for example it would change various other graphs to show just technology data? I can get this to work on a regular tree map but not on the tree map created following these steps.
Thanks Weston - I was able to build a time reporting that drills down from division to the employee level. I tried to apply the same drill through on the same worksheet except this drilled down from month to week however I get a blank chart when I click on the month to get to a lower level - any thoughts on what I would need to change? That would be an awesome video idea where you can drill down columns while also drilling down rows
Hi Weston. I followed your video and it's great, however I'm struggling as I'm trying to do something very similar but with bar charts. If I add my subcategory etc to the rows it is no longer responsive. I want the rows to be category when looking at category, sub-category when looking at sub-category etc. Unfortunately with my bars it just stacks all the subcategories within one category, rather than having them separate. Any idea? Thank you
Thanks for the tutorial! I've managed to replicate your process with 6 levels. Now I want to add percentages to each box to show the % of the value that the size represents out of the total for each level. Any ideas on how I can achieve that?
Wow! 6 levels, I would never have imagined it. You may be able to add the value to the label card and change it to % of total (quick table calculation). If that doesn't work, you might have a messy calculation on your hands.
hello, great video! is there a way to have the label show only the level you are drilling into? when I click on a level it also shows the previous 'category' and I am trying to have it display only the level being drilled down too
@@TableauWeston thank you Weston, was able to figure it out by duplicating the calculated field 'Drill Down Labels' slightly editing it, and replacing the rows column with the new field. IF [Drill Down Level ]= 1 THEN [Product Family] ELSEIF [Drill Down Level ]= 2 THEN [Product Line] ELSEIF [Drill Down Level ]=3 THEN [Product] END
Could you do this with a Map view? Global view - showing countries only, asymmetric drilldown on a country leads to region or state view, asymmetric drill down on state view leads to city pins/dots underneath
Thank-you for this Video it helped me. I want your help further in continuity to this video. I have added the view in 1st dashboard and have another Dashboard which has all detail in form of table and i have applied Dashboard action filter on select action in 1st Dashboard to redirect on another Dashboard which have detailed in form tabular. Action is taking me to 2nd Dashboard but the Dashboard become completely blank which is a problem i faced. Both Dashboard are part of Same workbook. Can you help me with solution for it?
Sounds like you have the action filter taking you to the 2nd dashboard, which is what you want. To make sure the 2nd dashboard filters correctly, make sure the field you want to filter on is on the 2nd dashboard. Next change the dashboard filter action from filtering on all fields to filtering just on one field. In situations like this, I will often go to the 2nd dashboard and see what action filters are being applied to make sure they are the correct ones. Let me know if that fixes the problem.
@@TableauWeston Thanks for your response. I have tried all possibilities but still the 2nd dashboard turn blank when my action filter redirects to 2nd dashboard. In my case I have region which is drilling down to 3 levels. When I click on specific region its drill down to 2nd level and also my click behaves like filter for the 2nd dashboard where my action filter redirects. So I am clueless for this situation and looking for solution. Thanks
@@nileshmishra4054 Sounds like this issue is something that cannot be solved through RUclips Comments. We can set-up a consulting contract if you would like to go down that path. You could either send me a copy of your dashboard or we can do a screen shared. Let me know how you'd like to proceed.
Great idea. I haven't gone down to the city level. I currently don't have a data set that has those three levels. Do you have one you can share? I have created a map of the world where you can select a country and zoom in on that country.
Hello, thank you for this vidéo I have a question about this treemap. Is it possible not to have a cycle ? I have a hierarchy category/subcategory/product and I want that at the product level, when I select a product, all the other graphs of the dashboard to be filter on it Thanks in advance
If you have a product field on the treemap, you can use a dashboard filter action to filter the other graphs on the dashboard. I'll be honest, I haven't created a drill down with a hierarchy before. I image your treemap would have all three fields, as you drilled down (like when you expand the date). Let me know if this answered your question.
@@TableauWeston Hello, thank you for your response I can make it without a hierarchy The problem is that I don't want it to cycle at the more detailed level Is it possible to do that with your solution ?
@@camille5686 I feel like I'm misunderstanding your question. The chart starts with category, you select one and now the chart shows the subcategories for your selection, and you don't want the chart to drill down to product? You should be able to adjust the IF-THEN statements so that the chart doesn't drill down to the more detailed level.
@@TableauWeston Hello, I want to see the products But once I am at the products level, I don't want it to come back to the category level by clicking on a product
@@camille5686 You should be able to adjust the IF-THEN statement so that it doesn't cycle back up to the top. I think the issue you will run into is that the user can't drill back out to the sub-category level. You probably want some way to drill back out. You should be able to do that, but the IF-THEN statement will become a lot more complicated.
Hi Weston, great tutorial, thank you very much. I'm looking to add labels to each category on the tree map, e.g. add the string 'Category: ' before the 'Technology', 'Office Supplies' and 'Furniture' labels on the tree map, and add 'Subcategory :' before the sub categories label, etc. However when I try to do this on the Drill Down Labels field to any level other than the final level, it breaks and I am unable to drill down to the next level. Any idea how I can work around this? Thanks
The reason the calculation is breaking is because the "Drill Down Label" field is being assigned to the Drill Down Filter parameter (6:05). To get around this issue, duplicate the "Drill Down Label" field. In this new field, add "Category", "SubCategory", "Product Name". Put this new field on the labels card. You still need the "Drill Down Label" to help with the filtering so put the original "Drill Down Label" on the Details card. That should fix your problem.
@@TableauWeston Hi again Weston. I've created two drill down diagrams using your method and put them on a dashboard. When I drill into one, I would like the second diagram to update with the corresponding data (eg. the first diagram drills down from school, to teachers data. The second diagram displays all subject groups available in all schools, and drills into more specific subject names. By drilling into the first diagram, I would like the subject groups on the second diagram to filter based on the groups that are available in that school, and then the subject diagram could be drilled into to specify the certain subjects taught in that school in that group). I thought this would work by selecting the filter functions on the drill down diagrams on the dashboard, but this does not seem to be the case. Do you have any advice?
@@crazygrl451 Sounds like a cool idea. As you found out, it is not quite as easy as it sounds. I would want to see how the data is structured, but I am thinking your second diagram will need to be another calculated field containing an IF-THEN statement where the parameter/field from the first drill down is equal to the subject or school in the second diagram. Your need to establish some way for the charts to be linked. Perhaps the best thing to do is set-up a coaching/tutoring session where we can work through your specific problem. I will have to charge for the session. Send me a direct email if you are interested.
The first thing I would do is confirm you dashboard has the appropriate dashboard actions. These should be the same as on the worksheet. You would think the worksheet action would transfer over to the dashboard, but that doesn't seem to be the case.
@@muneebmirza347 too late to the party but what I did was change the source in the action from the worksheet to the entire database, that fixed it for me!
@@TableauWeston Hi, Weston! I have one question. If I want to output something like this: category: 'name of category', subcategory: 'name of subcategory'. I mean signatures 'category', 'subcategory'. If I right understand I must to write in 'drill down lables': if [Drill down level] = 1 then 'category: '+[category] if [Drill down level] = 2 then 'category: '+[category]+char(13)+'subcategory: '+[subcategory] In my case I have 5 drill down levels But on the 3rd level the visualisation is not work. Without signatures all is OK and I have nice drill down tree. May be you can understand what is incorrect in my code? Thanks
If I was trying to drill down on a data table, I would have the action take me to a different data table. I've found when people want to drill down into table, they want additional data and navigating to a different data table allows you to add additional fields (usually as part of the header).
@@TableauWeston Thank you for the prompt reply. We want a functionality of drilling down into 3 levels in the same data table. For example - clicking on one particular Category would give Sub Category and clicking on sub Cat would open Category 3 in the same column. Another Click would take it back to default category. Any way of doing this?
@@rachitarora6743 If you really want to drill down within a data table, I would use the same formulas but put that on column shelf as a header. Like I said I haven't actually done it, but that should work.
Thank you! This is the only source I have found to make this work on one sheet rather than multiple. This is exactly what I was looking for. I appreciate it!
Glad it was helpful! I appreciate the nice comment.
Thank you!!! This worked perfectly for my use case. All the work I've seen previously was based on Cross-Tab
Glad it helped! Thanks for watching.
Thanks Weston, I was trying to find the same, but you made it easy.
great tutorial. power bi handles this so effortlessly. Tableau requires lot of work just to get drill downs
I haven't worked with Power Bi, so I will have to trust you. Most tools have their strengths and weaknesses. Thanks for leaving a comment.
This is awesome, thanks and good job!
Glad you like it! Thanks for watching.
great demonstration, i fully understand how to manage it.
in fact, in my point of view, maybe I am used to read Pie Chart Bar Chart, this function seems not a good graphic presentation reporting to boss. Coz not easy to grab the distribution doing with Figure vs Portion.
Hi thanks for the video, really helpful. If I wanted to add a 4th drill down what would I have to change / do? Thanks in advance
You would need to add another ELSEIF in the Drill Down Labels, Drill Down Calc, and other related formula. Let me know if you want to set up a consulting contract.
Nice video! It’s what I was looking for!
However it’s incredible how calculate field editor became a mess every time you use a secondary monitor. I solved it set up my zoom in control panel to 100% instead of 125%.
Glad you found it helpful. Thanks for the tip about the secondary montior, I hadn't thought about that.
Wow this is just magic! Although I have one question, this doesn't work on the Dashboard, can you please help on how this can be used on a Dashboard?
Changing the source for all actions from the worksheet to the entire database, that fixed it for me!
Glad you figure it out.
Hi Weston, thank you for the very comprehensive tutorial. I was wondering if it was possible to make this work as a filter action in a dashboard, so that when you click on technology for example it would change various other graphs to show just technology data?
I can get this to work on a regular tree map but not on the tree map created following these steps.
Thanks Weston - I was able to build a time reporting that drills down from division to the employee level. I tried to apply the same drill through on the same worksheet except this drilled down from month to week however I get a blank chart when I click on the month to get to a lower level - any thoughts on what I would need to change? That would be an awesome video idea where you can drill down columns while also drilling down rows
Hi Weston. I followed your video and it's great, however I'm struggling as I'm trying to do something very similar but with bar charts.
If I add my subcategory etc to the rows it is no longer responsive. I want the rows to be category when looking at category, sub-category when looking at sub-category etc. Unfortunately with my bars it just stacks all the subcategories within one category, rather than having them separate. Any idea?
Thank you
Thanks for the tutorial! I've managed to replicate your process with 6 levels. Now I want to add percentages to each box to show the % of the value that the size represents out of the total for each level. Any ideas on how I can achieve that?
Wow! 6 levels, I would never have imagined it. You may be able to add the value to the label card and change it to % of total (quick table calculation). If that doesn't work, you might have a messy calculation on your hands.
hello, great video! is there a way to have the label show only the level you are drilling into? when I click on a level it also shows the previous 'category' and I am trying to have it display only the level being drilled down too
You would have to adjust the calculated field. See if that works.
@@TableauWeston thank you Weston, was able to figure it out by duplicating the calculated field 'Drill Down Labels' slightly editing it, and replacing the rows column with the new field.
IF [Drill Down Level ]= 1 THEN
[Product Family]
ELSEIF [Drill Down Level ]= 2 THEN
[Product Line]
ELSEIF [Drill Down Level ]=3 THEN
[Product]
END
@@SebastianLemm-zl1ky Awesome. Glad you figured it out.
Could you do this with a Map view? Global view - showing countries only, asymmetric drilldown on a country leads to region or state view, asymmetric drill down on state view leads to city pins/dots underneath
Thank-you for this Video it helped me.
I want your help further in continuity to this video. I have added the view in 1st dashboard and have another Dashboard which has all detail in form of table and i have applied Dashboard action filter on select action in 1st Dashboard to redirect on another Dashboard which have detailed in form tabular. Action is taking me to 2nd Dashboard but the Dashboard become completely blank which is a problem i faced. Both Dashboard are part of Same workbook. Can you help me with solution for it?
Sounds like you have the action filter taking you to the 2nd dashboard, which is what you want. To make sure the 2nd dashboard filters correctly, make sure the field you want to filter on is on the 2nd dashboard. Next change the dashboard filter action from filtering on all fields to filtering just on one field. In situations like this, I will often go to the 2nd dashboard and see what action filters are being applied to make sure they are the correct ones. Let me know if that fixes the problem.
@@TableauWeston Thanks for your response. I have tried all possibilities but still the 2nd dashboard turn blank when my action filter redirects to 2nd dashboard.
In my case I have region which is drilling down to 3 levels. When I click on specific region its drill down to 2nd level and also my click behaves like filter for the 2nd dashboard where my action filter redirects.
So I am clueless for this situation and looking for solution.
Thanks
@@nileshmishra4054 Sounds like this issue is something that cannot be solved through RUclips Comments. We can set-up a consulting contract if you would like to go down that path. You could either send me a copy of your dashboard or we can do a screen shared. Let me know how you'd like to proceed.
Hi Weston Palmer. Can we do this for a Map view. (Region-State-City)
Great idea. I haven't gone down to the city level. I currently don't have a data set that has those three levels. Do you have one you can share? I have created a map of the world where you can select a country and zoom in on that country.
Hello, thank you for this vidéo
I have a question about this treemap.
Is it possible not to have a cycle ? I have a hierarchy category/subcategory/product and I want that at the product level, when I select a product, all the other graphs of the dashboard to be filter on it
Thanks in advance
If you have a product field on the treemap, you can use a dashboard filter action to filter the other graphs on the dashboard. I'll be honest, I haven't created a drill down with a hierarchy before. I image your treemap would have all three fields, as you drilled down (like when you expand the date). Let me know if this answered your question.
@@TableauWeston
Hello, thank you for your response
I can make it without a hierarchy
The problem is that I don't want it to cycle at the more detailed level
Is it possible to do that with your solution ?
@@camille5686 I feel like I'm misunderstanding your question. The chart starts with category, you select one and now the chart shows the subcategories for your selection, and you don't want the chart to drill down to product? You should be able to adjust the IF-THEN statements so that the chart doesn't drill down to the more detailed level.
@@TableauWeston Hello,
I want to see the products
But once I am at the products level, I don't want it to come back to the category level by clicking on a product
@@camille5686 You should be able to adjust the IF-THEN statement so that it doesn't cycle back up to the top. I think the issue you will run into is that the user can't drill back out to the sub-category level. You probably want some way to drill back out. You should be able to do that, but the IF-THEN statement will become a lot more complicated.
Hi Weston, great tutorial, thank you very much. I'm looking to add labels to each category on the tree map, e.g. add the string 'Category: ' before the 'Technology', 'Office Supplies' and 'Furniture' labels on the tree map, and add 'Subcategory :' before the sub categories label, etc. However when I try to do this on the Drill Down Labels field to any level other than the final level, it breaks and I am unable to drill down to the next level. Any idea how I can work around this? Thanks
The reason the calculation is breaking is because the "Drill Down Label" field is being assigned to the Drill Down Filter parameter (6:05). To get around this issue, duplicate the "Drill Down Label" field. In this new field, add "Category", "SubCategory", "Product Name". Put this new field on the labels card. You still need the "Drill Down Label" to help with the filtering so put the original "Drill Down Label" on the Details card. That should fix your problem.
@@TableauWeston Thanks Weston! That's worked perfectly
@@crazygrl451 Glad it worked. Thanks for watching.
@@TableauWeston Hi again Weston. I've created two drill down diagrams using your method and put them on a dashboard. When I drill into one, I would like the second diagram to update with the corresponding data (eg. the first diagram drills down from school, to teachers data. The second diagram displays all subject groups available in all schools, and drills into more specific subject names. By drilling into the first diagram, I would like the subject groups on the second diagram to filter based on the groups that are available in that school, and then the subject diagram could be drilled into to specify the certain subjects taught in that school in that group). I thought this would work by selecting the filter functions on the drill down diagrams on the dashboard, but this does not seem to be the case. Do you have any advice?
@@crazygrl451 Sounds like a cool idea. As you found out, it is not quite as easy as it sounds. I would want to see how the data is structured, but I am thinking your second diagram will need to be another calculated field containing an IF-THEN statement where the parameter/field from the first drill down is equal to the subject or school in the second diagram. Your need to establish some way for the charts to be linked. Perhaps the best thing to do is set-up a coaching/tutoring session where we can work through your specific problem. I will have to charge for the session. Send me a direct email if you are interested.
Really helpful thanks, drill down is working in the sheet but its not working in the dashboard. Can you help me with this?
The first thing I would do is confirm you dashboard has the appropriate dashboard actions. These should be the same as on the worksheet. You would think the worksheet action would transfer over to the dashboard, but that doesn't seem to be the case.
@@TableauWeston thanks I find out after trying that was the issue but overall your method of drill down is the best
@@muneebmirza347 too late to the party but what I did was change the source in the action from the worksheet to the entire database, that fixed it for me!
Thanks Weston. I did all like in video and in worksheet all is ok, but when I go to dashboard drill down isn`t work. What it can be?
@@TableauWeston Thanks for answer,Weston. Yes, the trouble was because I didn't configure action on dashboard. Now all is ok. I am new in tableau:)
@@TableauWeston Hi, Weston! I have one question. If I want to output something like this:
category: 'name of category',
subcategory: 'name of subcategory'.
I mean signatures 'category', 'subcategory'. If I right understand I must to write in 'drill down lables':
if [Drill down level] = 1
then 'category: '+[category]
if [Drill down level] = 2
then 'category: '+[category]+char(13)+'subcategory: '+[subcategory]
In my case I have 5 drill down levels
But on the 3rd level the visualisation is not work.
Without signatures all is OK and I have nice drill down tree.
May be you can understand what is incorrect in my code?
Thanks
Slick!
I thought so too. Glad you liked it.
Does this allow drill down on a tabular chart with numbers in it?
If I was trying to drill down on a data table, I would have the action take me to a different data table. I've found when people want to drill down into table, they want additional data and navigating to a different data table allows you to add additional fields (usually as part of the header).
@@TableauWeston Thank you for the prompt reply. We want a functionality of drilling down into 3 levels in the same data table. For example - clicking on one particular Category would give Sub Category and clicking on sub Cat would open Category 3 in the same column. Another Click would take it back to default category. Any way of doing this?
@@rachitarora6743 If you really want to drill down within a data table, I would use the same formulas but put that on column shelf as a header. Like I said I haven't actually done it, but that should work.
@@rachitarora6743 If you need more assistance (create something using your data), we could set up a separate consulting agreement.