DRILL DOWN CHART IN TABLEAU

We can do drill down in Tableau using set function and parameter function and

 There is different level of drill down. now we are going to see how level 1 drill

down is done using Parameter function.

Dynamic Drill-Down Chart empowers users perform their own analytical skill.

Step1:

drop the Sum(Measures) in columns and category(Dimension) in rows.

Step 2:

Create Parameter name as parameter1, and change Datatype to string .

Step3:

How to create a calculated field is shown in below figure.

Create a calculated field with a name level 1, for a drill down action.

IF [Category]=[Parameter 1]

THEN [Sub-Category]

ELSE

[Category]

END

What our calculated field is about:

·        Check if the value in the [Category]  matches the value [Parameter 1].

·        Drill down: IF the [Category] value matches what the user just clicked (the value in [Parameter 1]), then show the next level of detail, which is [Sub-Category].

·        ELSE, for all other categories that the user did not click, keep showing the original dimension, which is [Category].

Now level1 table is created(highlighted in red box).Drag the  level1 into the row.

Now we can do little formatting. click the category in the column, and remove the tick from show header.

The graph will look like below

Step4:

To perform a drill down action, we have to Add action to the work sheet. Go to worksheet in tool bar, click action. (steps are attached below ).

We are naming this action as parameter level1. Choosing Target Parameter  as paramater1 and source field as category. Set value to none.

drill down graph with basic formatting , the final graph will look like

A clear high-level view of  data aggregated by a primary dimension, 'Category' is Bookcases, Chairs, Technology. But what if a user wants to know which specific products are driving the massive Sales figure for 'Technology'?

Rather than navigating to a separate report or applying a static filter, we can harness the power of Parameter Actions and Calculated Fields to instantly transform this single chart into a detailed view, all with one click.

The result in a chart  instantly drills down to show the sales for phones, copiers, and accessories, while leaving the other categories (Bookcases, Chairs) untouched. This creates a clean, interactive, and highly effective analytical experience.