Introduction to Tableau Drill Down for Beginners

Introduction to Tableau Drill Down for Beginners

Tableau Drill Down is the feature that addresses the hierarchical data view of the visualization. Tableau pivot rows to column analysis of a specific dimension and its dimensions with the detail of measures. The drill-down reports are context-specific and are made for particular business necessities. For example, the tableau drill down to another sheet addressing sales data for a country, district, state, and city levels. Similarly, addressing the year, month, the date representation is an everyday use case for drill-down reports—tableau provision to view the drill-down feature on the dashboard. Drill down is a significant feature in Tableau that enhances business knowledge. Drill down is an analytics capability that lets clients’ data move from an outline of data to a more detailed and granular preview within the dataset they are dissecting by clicking on a metric in a dashboard or report. It empowers everybody to explore detailed data in a report from different angles by stepping it from a tableau drill down to another sheet.

For instance, a tabular report on sales performance results by region can assist a user in better understanding why one area outperformed another by drilling down into a particular area. By clicking on a specific area, the report is automatically revived with additional updated details – for this situation, to show all countries inside that region and their various sales performances. This permits the client to go further – or ‘dive into additional specific layers of data they’re analyzing.

Usually, when a user drills down in a dashboard or report, the value selected becomes a filter for a higher level. A user won’t see all the countries when they drill down – simply the nations chosen for the particular region.

What is Drill Down Capacity?

Drill down capacity is an essential feature in Tableau, used to make reports more valuable and powerful. It helps the users to visualize data carefully with a very detailed version. For any level of data, drill-down capacity is a feature used to get a more granular outline of the data than a general view.

The default drill-down functionality in Tableau empowers the whole dimension in the order level like underneath; sometimes, it looks odd on the dashboard and ends users don’t fulfill this when you have more fields in the same dimension and have lengthy scroll bars.

In this article, we will walk you through the steps toward perceiving how to create/achieve row drill-down functionality to show each Category involving parameter actions in Tableau.

Steps to do Row Wise Drill Down in Tableau

The outcome of a row-wise drill down would look precisely like the one below. However, it’s not limited to this way. You can use your inventiveness with parameter actions to amuse your clients/crowd.

Step 1: Drag and drop Category into rows shelf

Step 2: Create a boundary called Category Parameter and populate it with Categories as shown below screenshot. We will use this parameter in our estimations to accomplish this based on click.

Step 3: Create the below computation for subcategory, place it close to Category into rows, and add sales into text.

Step 4: Once you’re great with the above three steps, your tableau worksheet will look as shown below.

Step 5: Let’s do some formatting for the Category section, which would give a feel like we are clicking on hyperlinks to grow and fall.

Right-click on the Category column in rows and change the formatting same as shown below screenshot.

Once you’re good with this step, we can see the screenshot below in the tableau worksheet.

Step 6: This is the final and essential step as we will make a parameter action. Before we move to this, kindly make a dashboard and add this sheet. Later follow the underneath choices from the dashboard level.

Go to dashboard – > Click on Actions – > Add Action – > Choose Change Parameter

That will bring up the accompanying window and follow the choices as it depends on the numeric order here, which would avoid confusion while you’re following.

Well, that’s all with the steps. Now, you can go to the dashboard and play around with the drill-down functionalities.

The Business Advantages of Tableau Drilling Down

Analytical features like drill down give all users more profound insights into the data they need to analyze by permitting them to dive into the particular reasons behind metrics instantly and effortlessly.

A yearly revenue report might aggregate overall sales into a prominent figure. Having the option to tap on that figure and see definitively what drove that outcome – whether the vast majority of the income was created in a particular quarter, for instance – with drill-down provides the user with a bigger image of the data rather than just a general view. It gives unique, essential points of view that shed knowledge on the many reasons behind the performance, which generally enhances understanding.