How do you drill down using actions in Tableau?

Posted on by David Darling

How do you drill down using actions in Tableau?

Tableau Tip: Single Drill Down with Set Action

  1. Create Region Set.
  2. Set up a Set Action – Update Region Set.
  3. Create a Calculated Field for State level drill down, and drag it on to Rows.
  4. Create States Set using the States calculation (Not the State filed from the data source)
  5. Set up a Set Action – Update State Set.

Does Tableau have drill down functionality?

How to Build a Click to Drill-down Table in Tableau. This option uses Parameter Actions to offer a click to drill down functionality past the two levels that are built into Tableau with Set Actions. For this example, the drill-down path will be Category > Sub-Category > Manufacturer > Product Name.

How do you make a drill down action set?

In this case, the aim is to create a drill-down from Category to Sub-Category.

  1. 1 – Create a Set based on the first field you want to drill-down onto.
  2. 2 – Create a calculated field that will get the items you would want to drill-down onto based on the selection.
  3. 3 – Add a worksheet action.

What is drill down chart?

Drilling down gives you a way to reveal additional levels of detail within a chart. For example, suppose you want to report on sessions by country, and sessions by city. Rather than include two charts in your report, you can include a single chart with drill-down enabled. When drill-down is enabled on a chart, you can.

How do you make donuts in Tableau?

How to Create Donut Chart in Tableau?

  1. Step 1: Create Two Aggregate Measure Fields.
  2. Step 2: Select Mark Type for Measures.
  3. Step 3: Add Set of Fields to Get Pie Chart.
  4. Step 4: Select Circle from Drop-Down List.
  5. Step 5: Select Color Card to Change Circle Color.
  6. Step 6: Add Measure Field into Label Card.

How do I create an action filter in Tableau?

Create or edit a filter action

  1. Do either of the following:
  2. In the Actions dialog box, click Add Action, and then select Filter.
  3. Specify a name for the action.
  4. Select a source sheet or data source.
  5. Specify how the action runs:
  6. Select a target sheet.
  7. Specify what happens when the selection is cleared in the view:

How do I create a set action in Tableau?

Create a set action

  1. In a worksheet, select Worksheet >Actions.
  2. In the Actions dialog box, click Add Action and then select Change Set Values.
  3. In the Add/Edit Set Action dialog box, specify a meaningful name for the action.
  4. Select a source sheet or data source.
  5. Select how users will run the action.

How do you create an action on a dashboard in Tableau?

Navigate from one view to another view, dashboard, or story

  1. From your dashboard, select Dashboard > Actions.
  2. In the Actions dialog box, click Add Action and then select Go to Sheet.
  3. Specify a name for the action.
  4. Select a source sheet that will initiate the action.

How do you create a collapsible section in Tableau?

How to Use Multiple Collapsible Containers in Tableau

  1. Step 1: Create a new dashboard.
  2. Step 2: Add a floating horizontal container.
  3. Step 3: Add a Blank object.
  4. Step 4: Add a vertical container.
  5. Step 5: Add another vertical container.
  6. Step 6: Add a Show/Hide Button for the first vertical container.

How do you create a funnel chart in tableau?

How to Create a Tableau Funnel Chart?

  1. Step 1: Add Measures to the Rows Section.
  2. Step 2: Select Dimensions in the Marks Section.
  3. Step 3: Convert Standard View to Entire View.
  4. Step 4: Add Labels in the Marks Section.
  5. Step 5: Final Funnel Chart.
  6. Step 1: Add Rows and Columns in Ship Mode Dimension.

How do I create a lollipop chart in tableau?

Connect dataset above to Tableau app and follow along.

  1. Step 1: Build a simple bar chart. Drag dimension field ‘Sub-Category’ to the rows shelf.
  2. Step 2: Create a dual bar chart (duplicate the view). Two ways to do this;
  3. Step 3: Change the second bar chart to a circle. This can be done as follows;

How do I create an interactive dashboard in Tableau?

  1. Step 1: Connect to your data.
  2. Step 2: Drag and drop to take a first look.
  3. Step 4: Explore your data geographically.
  4. Step 6: Build a dashboard to show your insights.
  5. Step 7: Build a story to present.
  6. Step 8: Share your findings with others.
  7. Learning Library.

How to master calculations in tableau?

Do not use the same calculated field in multiple calculations.

  • Instead of using multiple equality expressions,use a CASE expression.
  • Use REGEXP expression instead of using repetition expressions.
  • Do not use sets in calculations,but replace them with alternatives.
  • Do not group your data with sets.

    • How to get started with table calculations in tableau?

    Tableau lets you specify how to handle such cases by including an additional field in the Table Calculation dialog box when you set Calculation Type to Rank. The choices are listed below. The number sequence at the beginning of each option show how each option would rank a hypothetical set of four values where two of the values are identical:

    How to do a for loop in tableau?

    Get your spouse/roommate/friend/coworker to review your dashboard. Find out what they found hard to understand,if it was easy to use,and what they liked/didn’t like about the visual aspect.

  • Have regular chats with a mentor. If that mentor has Tableau experience,that’s awesome.
  • Post your work publicly and ask for critique.

    • How to create quick table calculations in tableau?

    In Tableau, select Analysis > Create Calculated Field. In the Calculation Editor that opens, do the following: Enter a name for the calculated field. In this example, the field is called, Discount Ratio. Enter a formula. This example uses the following formula: IIF([Sales] !=0, [Discount]/[Sales],0) This formula checks if sales is not equal to zero.