#Tableau
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There are tons of ways to create a single level drill down, but if you’re having issues creating a second drill down, this video is a guaranteed way to help you fix this problem.
5:36 Demo of solution - then go back to the start
Download the workbook here - www.vizwiz.com/2022/08/two-le...
Video - Single Level Drill Down - • How to Use Parameter A...
Пікірлер: 128
Thank you for your exceptional contribution to the community 👋
Loving the improved presentation style of these vids, Andy. Keep 'em coming my friend 👍
@vizwiz
Жыл бұрын
Thank you!!
Exactly what I am looking for. Thank you, Master Kriebel!
Thanks as always Andy! You've come a long way from the "Tableau Tip Tuesday" Days:) Keep up the good work!
@vizwiz
Жыл бұрын
Thanks so much!
Hey! I started as a data analyst 3 weeks ago. Your channel is a gold mine for me :)
@vizwiz
Жыл бұрын
That’s great to hear. Good luck on your journey. It’ll be fun!
Top notch editing, I love the new style. Love from DS Down Under
@vizwiz
Жыл бұрын
Awesome! Thank you!
Your teaching using the superstore is fantastic and accessible even for someone like me who is learning almost on my own. Even though I'm not fluent in English, I'm learning a lot from your lessons at my job and I'm learning more and more, thank you very much.
@vizwiz
Жыл бұрын
I appreciate that! I'm glad it's helpful.
Andy, Thanks for making this video. Your tips and tricks are awesome. :)
@vizwiz
Жыл бұрын
Glad you like them!
Cool trick. Thank you Andy!👍👍
@vizwiz
Жыл бұрын
Glad you liked it.
Thank You so much Andy. I was looking for exactly this same thing. I halve learned a lot watching Yours videos. 🙌👌
@vizwiz
Жыл бұрын
Excellent! I’m glad to helped. Thanks for watching.
Great, great video. Of course now I have to spend a couple of hours recreating and playing around with it. I am all set for the weekend!!! 😆😆😆 Thanks a lot for your videos.
@vizwiz
Жыл бұрын
Sounds like a fun weekend to me. 😊
Appreciate you sharing this!
@vizwiz
Жыл бұрын
My pleasure.
Hello Andy, I just used this technique on a dashboard and it is great. I added some space to the beginning of the string in 'c. Level 1 Drill' as below If [Category] = [p. Level 1] THEN ' '+[Sub-Category] ELSE [Category] END I then changed 'c. Level 2 Drill' to add an LTRIM to one side of the comparison If [Sub-Category] = LTRIM([p. Level 2]) THEN [Region] ELSE '' END The result is that you get a slight indent to the Sub-categories for the chosen category.
@vizwiz
Жыл бұрын
Great idea!! Thanks for sharing.
Surely a great teacher
these tips are amazing!!
@vizwiz
Жыл бұрын
Thank you!
Thank you for explanation
I was trying to implement that for a long time with set but could not. Here is finally how to do it, not even with set. Thanks a lot.
@vizwiz
Жыл бұрын
Here's a Workout Wednesday for doing it with sets. I find the parameter version easier. www.workout-wednesday.com/2022w25tab/
@eddyjo3259
Жыл бұрын
@@vizwiz thank you
Awesome 👍
Thank you so much andy
@vizwiz
Жыл бұрын
You are very welcome
neat teaching and a very useful skill to have. I found that you tried to add more aesthetic elements in video as well. very enjoyable to watch :D
@vizwiz
Жыл бұрын
Thanks for the feedback. 👍🏻
It's very easy way Andy thnks a lot......
Thats awesome!! I could not figure out how to go down more than one level. I need to go down 4 levels... wish me luck!!
@vizwiz
Жыл бұрын
Good luck indeed! It’s doable for sure. I’d recommend you write it out first if possible. Try to get the process down on paper then translate back to tableau.
Thanks, really so much helpful
@vizwiz
Жыл бұрын
You're welcome!
Tableau has been around for 20 years and this still isn't an out of the box feature.
@vizwiz
Жыл бұрын
Yup! 🤦🏻♂️
This is great, I'm sure I will used it in the near future. I'm currently having an issue with changing a parameter while the user clicks on a navigation button. any ideas. example my parameter has 2 options "A" and "B" . when the main dashboard is showing it is populated by the parameter A data, the user will then click on a navigation window to bring in a new dashboard specific to "B" data and I somehow need to make the parameter change in that process. any ideas.
Great tip and in just 2 mins video. Is this alternate version of achieving same functionality using Set actions? Watched your video on same previously as well.
@vizwiz
Жыл бұрын
Yes, it is, but this goes two levels, not one. Here's a Workout Wednesday for doing it with sets. I find the parameter version easier. www.workout-wednesday.com/2022w25tab/
@SirPS
Жыл бұрын
@@vizwiz Thanks Andi. I will try to work the challenge. Agree with you on parameter actions. They have made life easier.
Beautiful new video style Andy! Ready for TV ?
@vizwiz
Жыл бұрын
Of course!
Love this! How do we get it to show subcategory data for all categories, not just the selected one?
@vizwiz
8 ай бұрын
Don’t use this technique. Create a hierarchy between the two fields.
Hey Andy, thank for the great video! Am trying to label the total count every row for my dashboard. Could you please let me know how this can be done? my tablea calcuations arent coming up properly. thanks!
@vizwiz
Жыл бұрын
I don't quite understand your question, but all you need to do to add labels is put the measure on the Labels shelf.
Hi Andy, thanks for the session. This is very helpful. Could you please help me how can I hide unselected data from the chart. In our current example, if I click on “furniture” the other data like “office supplies” and “technology” should be hidden until I go back to category.
@vizwiz
Жыл бұрын
You’d have to create a calculation to use as a filter. I can’t think of it off the top of my head but it’s definitely possible.
Hi Andy great idea.,I have question is there a way to change color for drilled down portion when you click to drill down so it's shows different and user can differentiate?
@vizwiz
Жыл бұрын
Here's how I do it with 3 levels. Basically, if you have a field that indicates which level you are it (1 or 2), then put that field on color. kzread.info/dash/bejne/lZ5traaIaNHIaKQ.html
He's by far one of the best if not the best. The only issue is he is a bid too fast. Thus, amazing techniques.
Love the tips! Just nitpicking, but maybe you could show the end result at the beginning of these videos before getting started? :)
@vizwiz
Жыл бұрын
100% agree. I had it in the recording, then cut it out by accident.
I created a 7 level drill down. I can’t reverse so I use undo button to reverse. I used set actions
Hi Andy, thanks for the tutorial! I'm having an issue where the region is showing up under all the categories, not just the selected one. Any advice on how to fix that?
Hi Andy. Thanks for the awesome tutorial. It helped me a lot. One problem I found is when I am adding this sheet to the Dashboard the dashboard drilldown is not working. Kindly share your advice.
@vizwiz
5 ай бұрын
Change it to a dashboard action.
Hey Andy. .. great job..quick question for you.. was this a"Eureka" moment or kids play?😁
@vizwiz
Жыл бұрын
What do you mean by kids play? I planned out how I thought the solution would work, tested it a few times, then refined it. I wouldn't say there was any eureka moment.
Hi Andy, Is there a way to Filter to the Top N when drilling down? e.g. for the Furniture drill down to only show the Top 3 i.e. Chairs, Tables and Bookcases only.
@vizwiz
Жыл бұрын
I’d be tempted to filter using a rank function. But a regular filter might work too. The trick is going to be filtering only when you get to that level in the drill down.
@MrMunni
Жыл бұрын
@@vizwiz Yes, that's the bit I can't figure out. Thank you.
Hey Andy, Very useful one 👏 I have a small doubt on 'Incremental Refresh '. It would be great if you provide answer. Question : I set up Incremental Refresh for date field and it was working fine. But client want to see only last 7 days of data. So I just added a Extract filter as last 7 days. But When I am doing increment refresh on 8th day it displays last 7 days + prior 1 day data. So Extract filter is not worked for Increment refresh. It would be great if you provide some solution for this scenario. Thanks in advance
@vizwiz
Жыл бұрын
Go ahead and post this on the forums since it's not relevant to this video. Someone will be able to help there. 👍🏻
@Itsaboutcinema
Жыл бұрын
@@vizwiz Got It. I will check again in forum Andy. Actu I was posted in forum but there was no answers yet. Thank you
@PatrickBateman12420
Жыл бұрын
@@Itsaboutcinema why not just add a filter for the last 7 days? Doing so ensures that the user always sees the last 7 days (keep the extract filter of course)
@Itsaboutcinema
Жыл бұрын
@@PatrickBateman12420 But it is not working. Extract filter was not working. That's the issue
@PatrickBateman12420
Жыл бұрын
@@Itsaboutcinema Well, as Andy stated, you need to refer to the community or a freelancer. In general, it works fine.
Pretty nifty Andy!
@vizwiz
Жыл бұрын
Thanks 👍
Great work! Question - When double clicking to filter a category, the data then dissapears after trying to go back to view all categories. How can I fix that?
@vizwiz
Жыл бұрын
I’ve had that happen before and the fix was to check that I had set up the calculations and actions properly.
Lovely video Andy...just one simple doubt @2.13 I see there were 2 fields (Category, Level 1) both showing Furniture, Office Supplies and Technology...how did you hide the duplication of the Rows? because at 2.19 its showing you have Category and Level 1 but in the view I can see only Level 1 showing and Category has been hidden
@vizwiz
Жыл бұрын
Have a look at the workbook if the video is unclear. 👍🏻
@nurzarifahsalib1753
Жыл бұрын
@@vizwiz yeah Im having this issue as well
@nurzarifahsalib1753
Жыл бұрын
Do you explore any solutions for this?
@TheNatenigga
Жыл бұрын
I did a bit of digging and found Andy's single drill down video where he explained it. Head to the columns section and the top screen and hover on the pill of the first category name. It shows a downwards-pointing triangle which you click, showing a dropdown menu and then uncheck the "Show Header" toggle.
@dreadful-twerp
Жыл бұрын
@@TheNatenigga Thanks; it seems Andy omitted this step for both of the category headers.
How does one add this to a dashboard? When I insert the sheet into my dashboard, the bars don’t drill down 😢
@vizwiz
Жыл бұрын
Click on the sheet. Go to Worksheet Actions. At the top selection, you’ll see you’ve selected your sheet because that’s how it was originally configured. Change that to the dashboard and select only that one sheet. 👍🏻
hi sir how we can exclude rest of the columns, only selected should shown
Drilldown is gd but can we manage drillup setup by step just like drilldown similar to excel hierarchy functionality
I want two different drilldowns. Lets say one is region wise. And i want to create another which is productwise. But when i click product in this case, the regional drilldown should not work. Instead the sum of sales of the selected product only for the state should be drilled down. Also, i need to show their sum in one single row with a different background colour. Is there a way for it? Pls let me know
Hi Andy! Can you please help me on the below scenario? There are two sheets. One is subcategory wise sales and another one is product wise sales. Subcategory wise sales has region filter shows only south, and product wise sales has no filter, hence shows sales of all regions. I set filter action between two sheets. If I click any subcategory value based on that the products are filtered but it shows values for all regions, not for only south. This kind of scenario is works fine in PowerBI but in tableau it works only if I apply the same filter to product sheet too. But I don't want to apply region filter to product sheet. Can you please advise on this?
@vizwiz
Жыл бұрын
Post it on the Forums. Someone will help.
@vizwiz
Жыл бұрын
It sounds like a simple filter action on a dashboard is what you need. If you turn that on with the sub-category sheet, it will automatically filter the region sheet.
@mohanravi3532
Жыл бұрын
@@vizwiz Thanks a lot for your response ! I'll try !!
What if the category is null? I still want to see the items without a category if I click on the null category
Great video, thanks! I want to create a parameter that changes the dimensions shown. For example, if CPLPH (Cost Per Landing Page Hit) is selected in the parameter, then show the dimensions CPLPH_Lower, CPLPH_Upper, CPLPH_Actual. Similarly, if CPFC (Cost Per Form Complete) is selected, then show these dimensions - CPFC_Lower, CPFC_Upper, CPFC_Actual. Any suggestions on this? Thanks!
@vizwiz
Жыл бұрын
Yes, you can. You have your parameter that selects the measure. Then based on that, you can set up level 1 with a case statement to bring back the correct dimension. Then the same for level 2 and level 3.
@kapamagicman
Жыл бұрын
@@vizwiz So the Parameter would have selections of CPLPH and CPFC. For the calculated fields, would Level 1 look something like this: CASE Parameter When “CPLPH” then CPLPH_Actual When “CPFC” then CPFC_Actual End I’m not following on how Level 2 and Level 3 can be created. Because I want one parameter that a user can select with options of CPLPH and CPFC. But based on your response it looks like there will be 3 parameters created - CPLPH/CPFC (Level 1), CPLPH_Lower/CPFC_Lower (Level 2), CPLPH_Upper/CPFC_Upper (Level 3).
@vizwiz
Жыл бұрын
@@kapamagicman I'm sorry, but I'm having trouble following your logic.
@kapamagicman
Жыл бұрын
@@vizwiz No problem, I’ll explain what the goal is. So I want to create a single parameter with selections of CPLPH and CPFC. When a user selects CPLPH (from the parameter) 3 measures should appear in a table format - CPLPH_Lower, CPLPH_Upper, and CPLPH_Actual. Similarly, when CPFC is selected from the parameter, 3 measures should appear in a table format - CPFC_Lower, CPFC_Upper, and CPFC_Actual. Andy, from your initial response it looks like 3 parameters are needed, but I would like to accomplish this using a single parameter. If you don’t mind can you provide an example of your approach?
@vizwiz
Жыл бұрын
@@kapamagicman Ok, I understand now. You have level 1 correct. Level 2 and level 3 will be similar case statements, just with a different measure after the "THEN" part of the case statement.
Hi. I need to show row titles as well but It should appear when I click the bar. How can I do that
How would you create a % of total at each level?
@2:13 how did you remove the Column Category from the table
This works in the worksheet but not the dashboard view. Any reason for that?
@vizwiz
Жыл бұрын
You have to change the action from a worksheet action to a dashboard action.
Hi Andy. Just quick question. I did not get how your Category (column 1) is gone at 2:15
@vizwiz
Жыл бұрын
The header was hidden. Right click on Category and uncheck Show Header.
@zimmejoc
7 ай бұрын
I had the same question and knew it had to be something simple like that.
At 2:16 where did the category filed go on the left?
@vizwiz
Жыл бұрын
Right click on Category in the rows and uncheck Show Header. I must have clipped that out.
Cool. Same thing in power bi is just one click. I feel like power bi is smarter than tableau
@vizwiz
Жыл бұрын
And there are lots of areas where Tableau is smarter than PBI. They're both great tools!
Hi, this works great for me in worksheet, however, once I add this to a dashboard, it does not. Once I click, all categories collapse and nothing is showing. Any idea why?
@vizwiz
Жыл бұрын
Create dashboard actions like you did worksheet actions.
@UdiSabach
Жыл бұрын
@@vizwiz thanks. I tried that, but it doesn't work. the odd thing is that once it doesn't work on the dashboard, if I go back to the worksheet, it doesn't work there as well. I can only get it to work again by hitting undo a bunch of times.
@vizwiz
Жыл бұрын
Set up the worksheet actions again. Then go into the dashboard, choose dashboard actions, find the worksheet action in the list, click edit, and in the top drop-down, pick the dashboard instead of the worksheet.
@UdiSabach
Жыл бұрын
@@vizwiz thank you! That fixed the issue!
How do you make this work on a dashboard page? It works fine on a sheet but when I try to create a dashboard with it, it doesn't work.
@vizwiz
11 ай бұрын
You need to change the action to a dashboard action.
@user-ro4il9cs3g
10 ай бұрын
I don't know what that means. Seems like it already is.@@vizwiz
Bummer, the workbook link is no longer valid.
@vizwiz
Жыл бұрын
Sorry about that. It's fixed now. Thanks for making me aware.
Create video again Andy. To make it even more flexible for users you can create two parameters to change the dimensions used at each level instead of just region and category.
@vizwiz
Жыл бұрын
And you could use a parameter to swap the measures too. The possibilities are endless 👍🏻
@michelnahon
Жыл бұрын
@@vizwiz , correct. It makes it much easier for users (consumers) that have limited skills
Olaa 👋👋👋
kzread.info/dash/bejne/l6iIxK2tZLDOj8o.html