Tableau: Drill on a point
At Inviso, we sometimes get requests from customers who want an alternative to the conventional drill-down option in Tableau - the one using the plus and minus sign that appear when you hover over the column headers. There are a few ways to work around this, but none of these methods are particularly elegant. So.. In this post, I am going to show you a neat way to drill between two levels in a hierarchy by clicking a point in the worksheet. The GIF below illustrates the concept - we can toggle between the country and the state level by clicking the bars in the chart.
To some people this probably feels like a more natural way of interacting with data. The method covered today however only allows drilling down a single level.
Using the Superstore data, the following steps will show you how to allow the user to drill from the country level to the state level by clicking the countries in the worksheet.
Now you should be able to filter all countries except the one you’ve clicked and by clicking again, the filter should be removed like so:
Step 6:Make a calculation that evaluates whether one country is selected. This will be used in step 7:
Step 9:Remove the Country from the Marks card
Step 11 (Final step):Edit the Marks card by removing the Color pills and converting to bar charts:
If all the steps were performed correctly, you should be able to drill down by clicking the bars in the worksheet.
Credits:Marc Reuter, Tableau. Source: //www.youtube.com/watch?v=d22A4XVoUEs