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How to Use Parameter Action to Drill Down in Tableau 

Andy Kriebel
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8 сен 2024

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Комментарии : 94   
@katiepoznanski-ring998
@katiepoznanski-ring998 3 года назад
I love how this also works with other parameters to populate the sub-values! My use case is wanting to see the overall category distribution while drilling into a sub-category distribution where the sub-category varies depending on its parameter selection. So now I can drill-down by a variety of dimensions. So great, thank you!
@vizwiz
@vizwiz 3 года назад
Fantastic! Nice work!
@parisaramuengngam8654
@parisaramuengngam8654 3 года назад
Thank you very much. You made me pass my final project.
@danielbarrett7432
@danielbarrett7432 2 года назад
Love this, just started using Tableau to this level and this will save so much space on my dashboard, thank you
@justmarkgandy
@justmarkgandy 5 лет назад
Outstanding - big time-saver. Thanks!
@mindpattanawadee
@mindpattanawadee 4 года назад
This is very useful. Thank a lot for share this tips👍
@rajsamant1
@rajsamant1 4 года назад
Thanks Andy, all videos are awosome
@blofeld2430
@blofeld2430 4 года назад
Brilliant, you got yourself a follower sir.
@rajeshtukdeo
@rajeshtukdeo 5 лет назад
Thanks for this useful tip !!
@tomtodormm94
@tomtodormm94 Год назад
Thanks love this vid
@vizwiz
@vizwiz Год назад
You’re welcome. Thanks for watching.
@markschild
@markschild 2 года назад
great! thanks
@Mohit-nc7ls
@Mohit-nc7ls 4 года назад
Thanks for this wonderful trick. Can we change the color for sub categories e. g when I click on category (furniture) then sub categories come up with different color, that will make easier to understand with other category.
@vizwiz
@vizwiz 4 года назад
Yes you can.
@Mohit-nc7ls
@Mohit-nc7ls 4 года назад
@@vizwiz Thanks, I'll try..
@saisurajkan
@saisurajkan 4 года назад
Any thoughts on the most "data-ink" friendly way to show users that they can drilldown? For example, if this was on a dashboard?
@trippinmysongs1
@trippinmysongs1 4 года назад
Andy Thanks for this time-saver idea, brilliant! I, however, have issues wherein the action won't work on the tableau server, it works fine on tableau desktop
@vizwiz
@vizwiz 4 года назад
Most likely your action isn't configured for the dashboard correctly.
@trippinmysongs1
@trippinmysongs1 4 года назад
@@vizwiz i will try this again, because this is definitely what i need for my report...you are awesome! ta
@NagaRaju-tm8xe
@NagaRaju-tm8xe 3 года назад
Thank u
@philliploftis9583
@philliploftis9583 2 года назад
Thank you! This is perfect! - I do however have a challenge .. when moving to the dashboard (floating) the drilldown feature no longer works??
@vizwiz
@vizwiz 2 года назад
Once it’s in a dashboard, you have to set it up again as a dashboard action.
@lk2481
@lk2481 2 года назад
Hi Andy, this is fantastic..I'm able to do this for one level but struggling to understand how to apply the same concept when there's multiple levels that I'd like to drill down. Can you give us an example? I don't use set actions because the table shows blanks when not clicked, so parameters look a lot cleaner when using a table view.
@vizwiz
@vizwiz 2 года назад
Hi Lina. Sorry for the delay responding. It’s something I’m creating a video for.
@ajitsahoo77
@ajitsahoo77 2 года назад
Hi, Is it possible if Category = Furniture then show Customer number and If Category = Office Supplies and Technology then sub-Category? Thank you
@vizwiz
@vizwiz 2 года назад
Yes
@suchitrakulkarni4559
@suchitrakulkarni4559 7 месяцев назад
can we drill down a stacked column bar chart with time on X axis?
@vizwiz
@vizwiz 6 месяцев назад
Yes
@Badrmz
@Badrmz 3 года назад
Thank you It works very well with me but when drop the worksheet on dashboard , the drill down does not work , is there solution?
@vizwiz
@vizwiz 3 года назад
You need to create the action again as a dashboard action.
@rachitarora6743
@rachitarora6743 2 года назад
Hi Andy, Would it be possible to do multiple drill downs? For example Category to sub category and then sub category to sub category 2 ? If yes, how exactly?
@vizwiz
@vizwiz 2 года назад
Yes it is possible. I’m working on a video.
@saniyakhan12939
@saniyakhan12939 2 года назад
Hey Andy, this video was really helpful, but I am facing a problem, when I am integrating this graph in a dashboard drill down is not working, do I have to some changes in dashboard as well?
@vizwiz
@vizwiz 2 года назад
Yes. It has the be changed to a dashboard action. Same steps, just as a dashboard action.
@saniyakhan12939
@saniyakhan12939 2 года назад
@@vizwiz I tried but didn't know how to do it. I am very new to Tableau and at my workspace I have been assigned some tough tasks in tableau
@vizwiz
@vizwiz 2 года назад
@@saniyakhan12939 that is 100% the way to fix it. It’s the same steps as setting up the worksheet action.
@saniyakhan12939
@saniyakhan12939 2 года назад
@@vizwiz I figured it out. Thanks alot Andy!
@saumyasingh7216
@saumyasingh7216 2 года назад
Thank you for sharing this, found this quite useful, for a three tier hierarchy should another parameter be made?
@vizwiz
@vizwiz 2 года назад
Yes
@rachitarora6743
@rachitarora6743 2 года назад
and that would mean another calculated field ? How did you exactly do three tier hierarchy?
@LeonardoJunio1910
@LeonardoJunio1910 4 года назад
Sensacional!
@matthewfu8985
@matthewfu8985 4 года назад
Thanks for the tip Andy, I do have a problem with the sub category list being too long (50+) on some selection. So it all cramped up in Dashboard view when I click on the selection, what can I do to resolve this please?
@vizwiz
@vizwiz 4 года назад
I wouldn’t recommend fit entire view then. You’ll have to set it to fit width or standard and let the user scroll.
@daplaya20
@daplaya20 3 года назад
Great stuff Andy! Is it also possible to select multiple categories for drill-down`? Right now it only works for one but what would need to be done to make it work for multiple?
@vizwiz
@vizwiz 3 года назад
When you set up the action, make sure that the “single select only” box is unchecked.
@daplaya20
@daplaya20 3 года назад
@@vizwiz Thank you but I can't see that option. I have tried it in version 2020.4 (where I was building it) and also 2021.3 (just updated) but nowhere I see that option in the "Actions" menu?
@vizwiz
@vizwiz 3 года назад
@@daplaya20 oh this is dumb of me. I was describing how to do it with a set action. A parameter cannot hold more than one value, so it won't work. You will need to use a set action instead. I think this video has the way to do it with a set action. If not, let me know. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-d0jJrMbiFsM.html
@daplaya20
@daplaya20 3 года назад
@@vizwiz Ahhh, I see. Interesting, thank you. Will try this out :)
@cameronhepple701
@cameronhepple701 3 года назад
Thanks Andy, is it possible to drill down with measure values? I have created some measures, but I would like to include the calculations that made that measure. i.e rate drill down to the questions that created that rate?
@vizwiz
@vizwiz 3 года назад
Measure Names and Measure Values cannot be used in a calculation.
@shailendraraikwar1104
@shailendraraikwar1104 3 года назад
Hi Andy, I don't see Nested sort option as you have shown in video (@ 1:53) and also don't see in add actions drop down "Add Parameter Actions". where am I going wrong?
@vizwiz
@vizwiz 3 года назад
You must not be following the steps exactly. Try again from the start.
@peterparker4358
@peterparker4358 4 года назад
HI Andy can you please provide the vidoe on how to create th half donut chart or guage Chart..your all videos are awesome...
@vizwiz
@vizwiz 4 года назад
Abhijit More google it
@peterparker4358
@peterparker4358 4 года назад
@@vizwiz thanks Andy
@brendafosmire6519
@brendafosmire6519 4 года назад
I just saw Kumar's same issue - see my first comment below. I then recreated a separate actions and now it works. THANKS I did this and have it working in the Worksheet, but when I put it in a Dashboard it did not work. I did got to Dashboard Actions and checked 'Show actions for all sheets in this workbook." What did I do wrong?
@ryanbarnes4476
@ryanbarnes4476 4 года назад
Hi Brenda - You can make your Worksheet Action function on a Dashboard by changing the way you originally set it up. In the Action’s settings change the Field, Source Sheet, from the Sheet to your Datasource. This will make the Action function on your Dashboard and prevent you from having to recreate the Action on your Dashboard. Hope this helps!
@lalteshchoudary6858
@lalteshchoudary6858 3 года назад
Is it possible to hide a parameter using show and hide functionality...but it should be visible only to 2 group members only
@vizwiz
@vizwiz 3 года назад
I don’t understand your question. Can you rephrase it?
@camille5686
@camille5686 2 года назад
Hello, thank you for this video I have two questions : I am trying to make a treemap with 3 levels (categories, sub-categories and products), and a filter at the more detailed one. When I deselect a product, I want it to come back to the categories treemap level. I think it is pretty much the same as your example. But I have a problem, the drill down is working with a table, and not with the treemap. Any idea of why ? The second problem is that I can’t hide the categories/subcategories when they are not selected. I tried with an action filter but it didn’t work. Is there a technical way to do that ? Thanks in advance for any help
@vizwiz
@vizwiz 2 года назад
I'm not sure why it wouldn't work. It must be something to do with the treemap. A treemap is incredibly difficult to understand, so I'd recommend going with a bar chart anyway.
@camille5686
@camille5686 2 года назад
Thank you for your answer I have to do a treemap, so I can't replace it by a bar chart...
@maxadamsky5941
@maxadamsky5941 4 года назад
Is it possible to do this for more than one layer? For example, drilling from year to half to quarter to week?
@vizwiz
@vizwiz 4 года назад
You should be able to.
@koenmunk7043
@koenmunk7043 3 года назад
Looks great but it only works in a worksheet and not in a dashboard?
@vizwiz
@vizwiz 3 года назад
You have to create it as a dashboard action.
@koenmunk7043
@koenmunk7043 3 года назад
@@vizwiz thanks Andy... That was it! I love this trick, it's so fitting for what I need. Thanks for the vid
@raaj9791
@raaj9791 3 года назад
Hi Andy, I have a requirement where on clicking technology I need only the corresponding subcategories whereas Furnitures and office supplies must be hidden. Is there a way to achieve that?
@vizwiz
@vizwiz 3 года назад
I would think a filter action would do that for you. Or a set action or a parameter action that flag them. Give it a try.
@arjunreddy9880
@arjunreddy9880 3 года назад
Hi Kiran, did you solve this requirement
@arjunreddy9880
@arjunreddy9880 3 года назад
@@vizwiz Could you plz help on that how to achieve to disappear the category values and only display relevant values(Sub category).
@karankhurana8992
@karankhurana8992 2 года назад
Hi, can it be possible to just show the subcategories of the specific category and not show the other catgories. and also if we can put the name of the category on top of the mention subcategories and show the total value while the break down of values below in front of remaining subcategories
@vizwiz
@vizwiz 2 года назад
Definitely possible.
@VishalSharma-jq2bd
@VishalSharma-jq2bd 4 года назад
Can this drill down also work in dashboard? Its not working for me in dashboard when I migrated the sheet into dashboard.
@vizwiz
@vizwiz 4 года назад
Set it up again as a dashboard action and it’ll work.
@VishalSharma-jq2bd
@VishalSharma-jq2bd 4 года назад
@@vizwiz Yes, it worked. Thanks.
@sair9864
@sair9864 4 года назад
Can we do this in 'order date' dimension?
@vizwiz
@vizwiz 4 года назад
I don’t see any reason why you shouldn’t be able to.
@angelinajames9230
@angelinajames9230 3 года назад
Hello, great vedios ..I am learning a lot..I just need one help..could you show same drill down in line charts for trends? I am unsuccessful in doing so
@vizwiz
@vizwiz 3 года назад
What do you mean? Like a drill down from Months to Days?
@angelinajames9230
@angelinajames9230 3 года назад
@@vizwiz Hello Andy, I would like to have one line chart with multiple categories,if I drill I should get all manufacturers,further if I drill I should get all the brands,further sub brands...all in one chart...is it possible? I got a project to do so and I am not able to do it 😩
@vizwiz
@vizwiz 3 года назад
Yes, it's possible, and it will be very complicated. I don't have a video for that, but have seen Lindsey Poulter do that with three levels of detail.
@angelinajames9230
@angelinajames9230 3 года назад
@@vizwiz Yes its indeed very complicated..I am still a beginner and learning a lot from your videos. It's just awesome. Could you kindly share the link if you have for that or is it possible to make a video on that...it would be of great help.
@vizwiz
@vizwiz 3 года назад
One of these will give you a good start. public.tableau.com/en-gb/profile/lindsey.poulter8872#!/vizhome/SetActionDrilldown/SetActionDrilldown
@ozziejin
@ozziejin 3 года назад
is this chainable?
@ozziejin
@ozziejin 3 года назад
never might, the chain broke down. but it works great on single level sub-category. Thanks!
@pbottiglione
@pbottiglione 3 года назад
Can this be also used in a time series drilldown instead of creating a set action drilldown? (ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-ICbXLgYvcWo.html)
@vizwiz
@vizwiz 3 года назад
This is how you’d do it with a time series. You would need to add another level, but it’s doable. www.vizwiz.com/2021/05/time-series-drilldown.html
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