Master the 3-Level Drill Down in Tableau (with Dynamic Zone Visibility)

Просмотров 9 тыс.

% 257

This is your guide on mastering the 3-Level Drill Down in Tableau!
In this tutorial, I show you step-by-step how to make the most of using dynamic zone visibility to create this functionality. We'll go through both scatter plot drill downs from Region → State → Postal code and then replicate that as a bar chart.
You can easily make this a map drill down by changing the chart type. That's it!
🔍 What you'll learn in this video:
1. The basics of drill down functionality in Tableau
2. Hands-on demonstrations, tips, and best practices
3. How to interact with the data
💡 Why is this important?
Drill down capabilities allow analysts to explore data from a broad overview down to granular details. By mastering the 3-level drill down, you can uncover hidden patterns, insights, and trends that might be overlooked in higher-level analyses.
📌 Prerequisites: A basic understanding of Tableau's interface and primary functions will be helpful, but beginners will be able to follow along as well! If you are following along, be sure to pause the video along the way as you repeat the steps.
📚 Resources & Links:
Workbook - public.tableau.com/app/profile/andy.kriebel/viz/3-LevelDrillDownwithDynamicZoneVisibility/ScatterplotDrillDown
Blog - www.vizwiz.com/2023/08/dzv-drilldown.html
🙏 Support my channel:
If you find this video helpful, please give it a thumbs up, share with someone you know will find it useful, and don't forget to subscribe for more in-depth tutorials!
For questions, clarifications, or feedback, drop a comment below. I love hearing from you and will do my best to help.
NEWSLETTER
Sign up for my newsletter. Every week I provide advice, tips, live stream videos, discounts on products I create, and much more.
Launch, grow, and unlock your career in data at andykriebel.com/
CONNECT WITH ME
linktr.ee/andykriebel
TABLEAU COACHING
Contact me for more information about 1:1 and group coaching sessions.
coaching@andykriebel.com
ARE YOU INTERVIEWING FOR A NEW JOB?
Contact me for more information about how I can help you prepare for that big interview.
coaching@andykriebel.com

Наука

Опубликовано:

8 авг 2023

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 28

@user-ro4il9cs3g 10 месяцев назад

I think this was a better tutorial using dynamic zone visibility than the map drilldown. I used this to make a 3 level map drilldown, was a bit complicated due to some factors in the data (there are a lot of Franklin Counties in the US haha), but I figured it out - main thing was using multiple filters on the zip code drilldown, and using FIP as my county data point rather than county name. I think the region/state/postal code levels were easier to understand. I did end up using a marks layer but only so I could put the name of the county on the title row, which I thought was a nice touch and good way to keep oriented. And I like the idea of numbering the calculated fields and parameters! This seems like a great one-stop shop for drilldowns in general. I appreciate the video.

@likeminas 7 месяцев назад

This is great information, thank you for sharing Andy!

@mrlutton 11 месяцев назад

These videos are so helpful and easy to follow -- thanks Andy for all the hard work!

@vizwiz 11 месяцев назад

My pleasure!

@qilloh 10 месяцев назад

Great video! I applied what I learned to a 4 level drill down and it wasn’t too much extra work after mastering 3 levels! I hope to reach your level of Tableau mastery, thank you!!

@vizwiz 10 месяцев назад

Nice work!

@user-hm6fj4dx1n 6 месяцев назад

This is great! Thank you!

@zahrazare8114 9 месяцев назад

Hi @vizwiz, Thanks for the great video, I used your method for 3 level drill down, but I don't know how to add the possibility of multi-selection in each level, that is, I want to be able to select several items in each level at the same time instead of selecting one item.

@MysticTrovek 10 месяцев назад

Can you make one for year to month to week to date level please

@MRMEMO507 11 месяцев назад

Cool

@Super-Sal 11 месяцев назад

Andy can you make a complete tableau beginner to advance tutorial using real world dataset but please ensure dataset is not clean

@cryptojedii 11 месяцев назад

It's called Udemy dude...for a cup of coffee you can get a course that does just that. Get to work!!

@vizwiz 11 месяцев назад

I will make it if you pay me to create it. :-)

@margimehta9609 4 месяца назад

This content is amazing btw! If we apply this logic to a 5 level drill down, is there a way to go switch back and forth within interim levels?

@vizwiz 4 месяца назад

There is. I haven’t created any content on it yet.

@Amorah_ 11 месяцев назад

Great video Andy! Question, can this be done with a map (drill from region to state to zip code)? I have a dashboard I created last year that has a breakdown of each state to zip codes using viz in tool tip, but I think this would be a great option too. My company is a little behind in Tableau versions, so I don't have the ability to test myself yet.

@vizwiz 11 месяцев назад

Here you go ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-BsP1hIXLV64.html

@user-ro4il9cs3g 11 месяцев назад

this is not 3 level, correct?@@vizwiz

@chrisallen254 11 месяцев назад

Thank you so much. I needed something to go from state, to county to city in map form and it worked perfectly. I do have a quick question. My three tier consists of state, county, city. When I drill down from a specific county, multiple states show. I am guessing this is because the county field, for example, Jefferson, is attached to multiple states. Since I am still relatively new to Tableau, I am struggling to find a proper function to ensure that only the cities from the specific county in the specific state show. Thanks in advance.

@vizwiz 11 месяцев назад

You'll need to include a filter on State most likely in your county level sheet.

@chrisallen254 11 месяцев назад

Thank you. I added a state filter with the value set to True and it worked. I appreciate the help.

@vizwiz 11 месяцев назад

@@chrisallen254 good stuff. Thanks for letting me know.

@user-ro4il9cs3g 10 месяцев назад

Another option not mentioned here that is specific to the US is FIPS, which is a 5 digit numerical value for county.

@tomtomasovic3910 10 месяцев назад

Another great video, Andy! I had some difficulty sorting out the workbook actions, but that was just about being careful with the source sheets. Is this functionality supposed to work in stories? I tried adding both dashboards to a story, but they stopped working. Is it me, or is it Tableau?

@vizwiz 10 месяцев назад

I’ve never tried it in Stories. I probably haven’t used Stories in 5 years.

@tomtomasovic3910 10 месяцев назад

@@vizwiz not a big surprise. Just thought I would ask. I seem to have a knack for finding things that don’t quite work the way I except them to.

@user-hy4fu7pb4w 11 месяцев назад

My company has an older license of tableau--do you have a resource to learn how to do this when we don't have the option to "Control visibility using"?

@vizwiz 11 месяцев назад

Upgrade 👍🏻