1 of 1 people found this helpful
You can use the Hierarchy feature in Tableau. So you would create a Hierarchy > give it a name and start adding your dimensions to it in the order you would like to see (for e.g. Owner > Holding > Asset > Security). So now you would use your hierarchy on the table as a single dimension. You will now have arrows as you have in the mockup but you will have these '+' sign to drill down to lower levels of hierarchy.
You would bring in the metrics as you would normally. Give it a try and let me know if you run in to any issues.
thanks. As I said in my question, I am familiar with the hierarchy feature and tried to use it but it produces quite different results than the example I linked to. For example:
1) Hierarchy does not seem to work well when you have more than 5-6 levels of nesting. The header part of the table gets super wide, or you have to use tiny labels. My table may have up to 10 or more with 100-150 rows in total.
2) Related to #1, I want to use long labels for my rows (25-50 characters), these do not render well in tableau tables when using hierarchy
3) Selective expand collapse of a node in the tree is not feasible (this is less of a big deal but still a meaningful difference). This makes it hard to compare something at the third or fourth level of a hierarchy at the bottom of a table to the value at the top of the table.
Cannot be done by any method I know of. I believe there is an entry in the idea forum for single branch hierarchy drill down.
If you're looking for really massive tables of text, Tableau won't help you much there. As Johan pointed out there are a variety of Ideas to push Tableau in that direction.
One route to work with Tableau today is to dig deeper to figure out what questions users are trying to answer (and what will they do once they get answers), then design the dashboard around that. For example, if you are looking for the largest X, or the biggest variance for Y, there are many other views that could get you what your users need.
Thanks for all the responses. The attached is the best I have come to (which I think is actually pretty good from a formatting perspective). The main missing thing is the collapsibility of a given node in the tree. As the tree gets bigger in number of rows and levels that comes in more and more handy.
Colors.twbx.zip 728.1 KB
Your link is not opening.
Muthu Krishnan. M