8 Replies Latest reply on Jul 20, 2016 12:33 AM by Łukasz Majewski

Drill Down in Chart or Text Table

Tejas Tamhane Jul 15, 2016 11:11 PM

Hi Folks,

I have been exploring drill down functionality with Tableau. I did this earlier with SAP Dashboard and QlikView, however it seems to be a little different with Tableau.

Somehow, I am not able to achieve this behavior.

What I want is, in a chart/table, when I click on county, it should take me to next level i.e. State in the same chart/table and then to next level i.e. City. Is this possible?

Regards,

Tejas

1. Re: Drill Down in Chart or Text Table

Ashish Chaudhari Jul 15, 2016 11:41 PM (in response to Tejas Tamhane)

Hi Tejas,

Please refer below links. You will find a dashboard in which I have implemented this and next to it is the link to the Thread where I have posted it. You can go through the discussion.

| Tableau Public
Drilling down on data without hierarchy

Let me know if it helps and solves your problem.

Thanks and Regards
-Ashish Chaudhari
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2. Re: Drill Down in Chart or Text Table

Tejas Tamhane Jul 17, 2016 9:09 PM (in response to Tejas Tamhane)

Thank you very much Ashish for your response.

Your dashboard drills on Department: Furniture and remains on the same.

What I am looking for is, when I drill on Department: Furniture -> It should take me to its Categories(Next level of Department).

Regards,
Tejas
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3. Re: Drill Down in Chart or Text Table

Ashish Chaudhari Jul 18, 2016 2:20 AM (in response to Tejas Tamhane)

Hi Tejas,

If that the case then you can use the simple drill down feature provided by tableau. That would be great option.

or

option to drill down by creating hierarchy of parent level and child level. Similarly you can drill up the level using below in built feature.

or

Let me know if this helps. I don't think there is any need to create action to achieve this.

Thanks and Regards,
Ashish Chaudhari
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4. Re: Drill Down in Chart or Text Table

Tejas Tamhane Jul 19, 2016 2:40 AM (in response to Ashish Chaudhari)

Thanks Ashish.

I think the way Tableau drill down works is different than QlikView or SAP Dashboard as we have to click on +/- signs to drill up and down.

I will leave this thread open to see if anybody has achieved what I was looking for.

I appreciate your help.

Thanks,
Tejas
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5. Re: Drill Down in Chart or Text Table

Ashish Chaudhari Jul 19, 2016 4:38 AM (in response to Tejas Tamhane)

Do keep it open. IF there is a better solution I am definitely looking forward for it.

-Thanks
Ashish Chaudhari
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6. Re: Drill Down in Chart or Text Table

Łukasz Majewski Jul 19, 2016 5:08 AM (in response to Tejas Tamhane)
You could simulate this drill down behavior with actions:
| Tableau Public

Drill Down Actions.twbx 364.2 KB
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7. Re: Drill Down in Chart or Text Table

Tejas Tamhane Jul 19, 2016 11:22 PM (in response to Łukasz Majewski)

Thanks for your response Łukasz.

I am not able to open the file. I am using Tableau 9.2.

Regards,
Tejas
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8. Re: Drill Down in Chart or Text Table

Łukasz Majewski Jul 20, 2016 12:33 AM (in response to Tejas Tamhane)

You may work around this as described here: Re: Items Active between Start and End Date

The first link I shared refers to the workbook published to public server so you can try it out there.
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