Tableau Drill Through in 5 Different Ways

ebbler drill through is a powerful feature that helps user to drill through to any other section in the dashboard to see more details in this tutorial i'll be showing you five different ways that you can use a tabulated little glue in this tutorial i'll be talking about how to set up action filters and to create hierarchy fields also how we can use worksheets in the tooltip to show the detailed view and use navigation button to navigate to the different workbook or worksheets and last but not the least how to use set actions to show drill down in a tablet dashboard so without any further delays let's get started [Music] welcome back this is kirpreet from dotables canvas and in today's tutorial we are going to learn about five different ways we can use in tablet to drill through so we'll be talking about all these action filters hierarchy worksheets navigation buttons and drill down using selections for that first of all we need to create a drill through page or a dashboard and in this case we'll be using the sample superstore dashboard which is provided by tableau so as you can see the dashboard is already there but i will open a blank tableau desktop and will show you how to come to the screen so let's open a tablet desktop and this is how the blank tableau desktop initial landing page will look like so these are the sample workbooks present at the bottom so we will pick up the first one so we will simply click on that and the workbook will appear so once we click on that you can see the tableau workbook in few minutes and once it's there so we have the canvas ready which will have the dashboard and the tabular worksheet page is already there so while it loads i will simply go to this section and i will show you what i meant by that so once it's loaded it will look something similar to this one and i have particularly changed the background color in this dashboard to black because i like dark backgrounds and when you open it through tab your desktop landing page it will be white background that will be the only difference so looking at the first step so how we can achieve it so the first thing is to set up the action filters so by action filter i means when you click on any of these sections all the other charts will be filtered out so let's see this is this dashboard is showing the profitability of executive overview and these are all the us states so let's say we click on nevada and you will see all the bottom charts are filtered based on that state and it tells us the sales by segment and sales by product category for that particular state so if we change the state to montana it will show you that whichever state you click you will see the drill down happening in that way so that's done by setting up an action filter so how we can do that so once the dashboard is created these are individual worksheets so we will simply go at the dashboard menu click on that and go to actions so you can also use the shortcut key in mac we are using i'm using mac so these are the shortcut key for mac but if you are using windows you can either go it this way or you can use windows shortcut key so let me click on that action so these are the actions already created but let's say i want to create a new action so you will simply go to add action click on that and there are multiple options here and in this particular scenario we will use a filter action so i will click on the filter action once you click on a filter action a pop-up window will appear and it will show you in the overview dashboards as you can see this dashboard is the overview dashboard which we are using here and in an overview dashboards these are the multiple worksheets and i just want in this scenario to show you an example i want this map which is sales map i've selected that and i have said when i select sales map any state on the sales map update all these target sheets which are selected and i will say show all values when we uncheck that number or that state in this case it will show all values so it will basically revert back to its original state and you can by default use all fields or you can select a field and in this case if you want we can just select the field from sample superstore dataset and i say i want a state field right so i can pick state and i can click ok so when you click on a particular state that field will be applied as a filter on all other sheets so let's try that let's click ok and again let's select wyoming and when you click on that it's how that particular section is filtered out and let's go to the sheet and you will see here on the left hand side into the filter section these are the actions which are added so if we just remove them as of now you will see all of them right so let's go back into the overview sheet and let's select some other sheet and you will see that will appear it here for that particular state you can see that particular sales by product category as well as sales by segment and if you click back again it will bring back the original view so that was the first way of doing the drill through let's move on to the second way and in this we will create a hierarchical field so let me create a new worksheet and in here i will bring back that window and i will use sample superstore dataset which is already there and i will create first of all i will create a hierarchical field so in this case this product field is already designed in that when you will see that hierarchy diagram icon on the left hand side when you click on that it have category subcategory and product name let's say we want to create another hierarchic field or we want to add segment into that as well right so simple ways you can click on this drop down and go to hierarchy and add the hierarchy you can add to existing hierarchy which is location or product so in this case let's say i want to add it in the product i will click that and segment will be gone under the product hierarchy section if i don't want to do that let me apply controls and it's out of that hierarchy the other way to do is it simply click on that and drag it where you want it [Music] so simply drag it and you will see that black line appear so i will bring it just above the category so it's as easy as that so let's say i will bring the product into russia and then i want to see discounts profit sales quantity so you can see this table and let me make it a little bit bigger so let's let's fit it for that view for example you can see all of this in this way so let's say i want to further drill down so you can click on this positive icon and you will see it's drilled down into separate category so consumer was the segment and then we drilled it down to category and then i want to drill it further down i click on this positive sign and it will show me all the subcategories right and i will simply say fit width because we can scroll it down otherwise it will be too congested so then i want to further drill down into product name so i can do it that way so you can see this way all of these drill down can be achievable by just clicking on the plus and minus sign or even when you hover over to this section you will see the positive sign appearing at the top of the segment so you can click here same with category you can click here as well so that's how easy it is to just create an hierarchy with number of dimensions you want based on your requirement and it will show you the higher level view and the drill down view just by clicking few buttons so that was the second way of doing the drill through let's go to the third way in which we'll be showing the worksheet in the tooltip to show the details so what i meant by that so let's go back to our original dashboard so in this dashboard you see when we hover over to nevada state we just see the 19.8 percent overall profit ratio but now i want to see the breakdown of that instead of clicking that i just want to hover over so how we can achieve that so i will simply go to this worksheet i will go to the tooltips and i will go to a third section here click on insert and go to sheets and when you go to sheets you will see all these sheets appearing here and now i have already created a tooltip profit ratio by city sheet so i will simply click on that and you will see the sheet appear here and you can change the width and height of that one so let's say i want the width to be 600 and height to be 400 so you can adjust based on the data in your tooltip and you can filter it by all fields or if you want to filter it by particular field you can give the name of that field here so that's as easy as that so click ok and when you hover over you will see that drill down is appearing so it's showing the profit ratio by city in an ascending order so whenever you hover to any of these sheet that bar chart will appear for that particular state and it will tell you how the profit ratio in that state is by city and if we go back to the dashboard the same thing will appear here and you can actually see like in texas how the profit ratio is so that was the third way of achieving the drill through now let's move on to the next one where i will be showing you how to use navigation button to go to a drill down section or to a drill down page or even to another dashboard if you want to to see the details so same thing we will do we will go to this dashboard section on the sidebar and we will bring the navigation button you can use styled view or floating view so in this scenario i will use floating view and just to give you an example i have already created these navigation buttons at the top if you see here go to product go to customer go to shipping and go to model so just to give you an example if i click on go to button and once it's published click will work but in this case you just have to go to navigate and it will take you to the product drill down page as simple as that so how that will work i will show you just in a sec so on the left hand side in the under the object window you will see the navigation button so just click on that and drag it once you drag it this window will appear you can either double click it or you can click on the drop down and edit button once you do that you will see this window will appear right and in this window you can just say navigate to cheat whichever you want so in this case i will say i want to navigate to product window and style is text button if you want to excuse me if you want to add your own image to the button you can do it that way and you can enter the text so we can say go to product new and i will click ok so once that is done the button is created and simply by clicking on that and we will say navigate [Music] excuse me so that way like you can actually drill through and go to another section of the page another section of the dashboard or an individual's worksheet as well so that was the fourth way and the final one is really an interesting way where you can actually use a set actions to drill down to a table and i will show you in a sec here so this is an example so normally most of us works with tables a lot right so this is quite a nice way where you can use set action to create this drill down feature so you can just click on individual categories and it will only show you the subcategories for that section you can use any dimensions in this case so i have another tutorial on this particular scenario which if you want to jump into details you can see that tutorial but for this tutorial i will just show you how it is done quickly for details you can refer to that dashboard and i will put the link in the description below for that tutorial as well okay so how we can achieve this so i will go to the worksheet first and in this worksheet we have just used category field and we have created few calculation so in this case we have created a calculation for categories and subcategories but before that we have to create a set for category so in this case i have already created a category set and if you don't know how to create a category set you can simply go to category right click on that and create set and you can create a category set here and you can select any one of these so let's say i have selected furniture in this case and click ok so this is a category set which we will be using in this example so in this category set if i go to edit set you will see nothing is selected because there is no drill down here but if i select furniture here you will see furniture will be drilled down so that's fine we created a set now we need to create simple calculation and the quick step in this case to find the calculation is just go to this funnel icon and look for calculation and it will give you all the calculation which you have already created in this dashboard so i have created categories and sub category calculation so i will right click on categories and do edit and this calculation says if category set is selected then show me this icon else show me this icon and then concatenate it with a category so if you see here right now when we clicked on furniture category set is selected so for that how it is selected we will have to set up a set actions which i will show you in a second so once we select that category set was selected and furniture was selected in that and in that case once it's selected we will be showing you the down arrow so down arrow is shown and then we'll be concatenating that down arrow with the category and in this case it's furniture and same way we will be creating a sub category set a sub category calculation where we'll be saying if category set is selected then give me the sub subcategories for that set so in this case we selected furniture so when furniture is selected i want to see all the sub categories for furniture which it is giving me here else give me null value so there is no value for office and technology office supplies and technology so that's about it so once this is done we need to create a action action filter so in the worksheet we will create an action filter and in this case i have already created action filter which looks like this which says when the sheet one is selected the data source is simple superstore and the status category set and when we run the action assign the value to a set and when we clear the set remove all the values from a set and how to create that so let me show you an example so go to add action in the previous example i showed you how to create a action filter and in this particular scenario i'll show you how to change the set value so simply go to change set value and click that and here you can give a meaningful name so here we can say drill down set action and we have said like once the sheet one is selected you select the data source and in this case sample superstore data set and the set name is category set this is another set which we created just as an example to show you but we will select category set and we will say when running this action well assign the value to a set and once we clear the selection it will remove all value from the set so that's what we need we will click ok and the same thing when you click on that it will just show you that section and we have brought category calculation from here to here and sub category calculation and we had category drill down here so initially it was showing as this one which was showing the headers but i have just made it hidden because i don't want that field to be shown i only want my category and subcategory calculated fields to be shown here so these are the five easy and simple way which we can use to drill through in tableau i hope you guys enjoyed this session and if you guys haven't subscribed to my channel yet please do so

Channel: Data Viz Canvas

Views: 954

Rating: 5 out of 5

Keywords: tableau drill through, tableau drilldown, tableau drill down using set action, tableau hierarchy, Tableau Drill Through in tooltips, tableau drill down bar chart, tableau drill through to another page, tableau drill through action filter, 5 ways of tableau drill through, easy way to drill through in tableau, tableau, tableau drill down hierarchy in dashboard, set actions tableau, set action drilldown in tableau, tableau drill through action filters, tableau tutorial

Id: BpZ3bUJEVGA

Length: 18min 36sec (1116 seconds)

Published: Wed Jul 21 2021