I may also be that this is already answered somewhere else - but I am obviously not hitting the right key words for forum search. As non-native English speaker you may also be able to help me out with what to search for in Tableau terminology to find the existing answers. Thx, Jürgen
I may have gone astray from the goal, but maybe nonetheless this can give ideas.
My apologies if you have already tried these.
I didn't explicitly see the hierarchy in your workbook, so I created one:
I created a new field called "Company", which is just a string of "Whole Company"
and put that at the top of the hierarchy. This allows three levels of grouping
which can be opened and closed using the + / - symbols as described in the link.
I then selected Data > Edit Relationships and set them as shown below.
This allowed both sets of values to be pulled into the same table.
Please see workbook v10.3 attached in the Forum Thread:
286190hier_v10.3.twbx 30.0 KB
thanks for your reply. But I realize my questions was obviously not clear. However, I figured finally something that does what I want:
1 parameter with which the user can select what to see: either All/ with drill-down on Division/1st level OR one of the Divisions with drill-down on BU/2nd level. Once I figured this, it is easy to do it again for the 2nd data source but using the same parameter so that all sheets in my dashboard switch once the user picks another value from the parameter list.
My solution attached for those interested.
And if there is a smarter way... Let me know :-) Especially it would be every more robust if I would not need to hard-code the values in the parameter list and in the calculated fields. For my current topics a hard-coding is fine as things will not change. But I love built-in flexibility...
Thanks to all who spend time on thinking about my issue!!! Much appreciated.