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.
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.
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.
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.
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. 👍🏻
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
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.
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?
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. 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.
Combed comments looking for same exact thing. He replied to another comment about it. Answer: “Right click on Category in the rows and uncheck Show Header. I must have clipped that out.”
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.
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/
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!
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
@@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)
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, 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.
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?
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?
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. th-cam.com/video/cj9KDO8nb8A/w-d-xo.html
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.
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.
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 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.
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.
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!
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.
@@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 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?
@@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 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?
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.
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.
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Hey! I started as a data analyst 3 weeks ago. Your channel is a gold mine for me :)
That’s great to hear. Good luck on your journey. It’ll be fun!
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.
Great idea!! Thanks for sharing.
Thanks as always Andy! You've come a long way from the "Tableau Tip Tuesday" Days:) Keep up the good work!
Thanks so much!
Thank you for your exceptional contribution to the community 👋
Top notch editing, I love the new style. Love from DS Down Under
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.
I appreciate that! I'm glad it's helpful.
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.
Sounds like a fun weekend to me. 😊
Exactly what I am looking for. Thank you, Master Kriebel!
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.
Here's a Workout Wednesday for doing it with sets. I find the parameter version easier.
www.workout-wednesday.com/2022w25tab/
@@vizwiz thank you
Tableau has been around for 20 years and this still isn't an out of the box feature.
Yup! 🤦🏻♂️
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!!
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.
Thank You so much Andy. I was looking for exactly this same thing. I halve learned a lot watching Yours videos. 🙌👌
Excellent! I’m glad to helped. Thanks for watching.
hi sir how we can exclude rest of the columns, only selected should shown
Andy, Thanks for making this video. Your tips and tricks are awesome. :)
Glad you like them!
Cool trick. Thank you Andy!👍👍
Glad you liked it.
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.
Thank you for explanation
Appreciate you sharing this!
My pleasure.
Surely a great teacher
How does one add this to a dashboard? When I insert the sheet into my dashboard, the bars don’t drill down 😢
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. 👍🏻
I created a 7 level drill down. I can’t reverse so I use undo button to reverse. I used set actions
It's very easy way Andy thnks a lot......
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
Have a look at the workbook if the video is unclear. 👍🏻
@@vizwiz yeah Im having this issue as well
Do you explore any solutions for this?
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.
@@TheNatenigga Thanks; it seems Andy omitted this step for both of the category headers.
these tips are amazing!!
Thank you!
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?
Thanks, really so much helpful
You're welcome!
Thank you so much andy
You are very welcome
Awesome 👍
What if the category is null? I still want to see the items without a category if I click on the null category
Hi. I need to show row titles as well but It should appear when I click the bar. How can I do that
Cool. Same thing in power bi is just one click. I feel like power bi is smarter than tableau
And there are lots of areas where Tableau is smarter than PBI. They're both great tools!
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
Thanks for the feedback. 👍🏻
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
Love the tips! Just nitpicking, but maybe you could show the end result at the beginning of these videos before getting started? :)
100% agree. I had it in the recording, then cut it out by accident.
How would you create a % of total at each level?
Love this! How do we get it to show subcategory data for all categories, not just the selected one?
Don’t use this technique. Create a hierarchy between the two fields.
Beautiful new video style Andy! Ready for TV ?
Of course!
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.
Change it to a dashboard action.
@2:13 how did you remove the Column Category from the table
Combed comments looking for same exact thing. He replied to another comment about it. Answer:
“Right click on Category in the rows and uncheck Show Header. I must have clipped that out.”
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.
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/
@@vizwiz Thanks Andi. I will try to work the challenge. Agree with you on parameter actions. They have made life easier.
Pretty nifty Andy!
Thanks 👍
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!
I don't quite understand your question, but all you need to do to add labels is put the measure on the Labels shelf.
This works in the worksheet but not the dashboard view. Any reason for that?
You have to change the action from a worksheet action to a dashboard action.
At 2:16 where did the category filed go on the left?
Right click on Category in the rows and uncheck Show Header. I must have clipped that out.
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
Go ahead and post this on the forums since it's not relevant to this video. Someone will be able to help there. 👍🏻
@@vizwiz Got It. I will check again in forum Andy. Actu I was posted in forum but there was no answers yet. Thank you
@@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)
@@PatrickBateman12420 But it is not working. Extract filter was not working. That's the issue
@@Itsaboutcinema Well, as Andy stated, you need to refer to the community or a freelancer. In general, it works fine.
Hey Andy. .. great job..quick question for you.. was this a"Eureka" moment or kids play?😁
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, 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.
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.
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?
I’ve had that happen before and the fix was to check that I had set up the calculations and actions properly.
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?
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.
th-cam.com/video/cj9KDO8nb8A/w-d-xo.html
Hi Andy. Just quick question. I did not get how your Category (column 1) is gone at 2:15
The header was hidden. Right click on Category and uncheck Show Header.
I had the same question and knew it had to be something simple like that.
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.
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.
@@vizwiz Yes, that's the bit I can't figure out. Thank you.
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.
You need to change the action to a dashboard action.
I don't know what that means. Seems like it already is.@@vizwiz
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?
Create dashboard actions like you did worksheet actions.
@@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.
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.
@@vizwiz thank you! That fixed the issue!
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!
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.
@@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).
@@kapamagicman I'm sorry, but I'm having trouble following your logic.
@@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?
@@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 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?
Post it on the Forums. Someone will help.
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.
@@vizwiz Thanks a lot for your response ! I'll try !!
Bummer, the workbook link is no longer valid.
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.
And you could use a parameter to swap the measures too. The possibilities are endless 👍🏻
@@vizwiz , correct. It makes it much easier for users (consumers) that have limited skills
th-cam.com/video/etTbKt4Mh_g/w-d-xo.html
Olaa 👋👋👋