Tableau GIF Tutorial Series
Last time, I showed you how to make a Pareto chart. This time, we’re going to create a chart that can drill down, and up, using set actions. As always, we’ll use the classic Sample – Superstore data set. For this tutorial, we’ll use a scatter plot to demonstrate the drill down capability.
How to Add Drill Down To Your Chart Using Set Actions
1. From the Data tab, drag Profit to Columns, Sales to Rows and State to Detail in Marks pane.
Step 1
2. In the Data tab, right click State, select Create and then Set.
3. In the Create Set window, select All and hit OK.
4. Click on Worksheet and select Actions.
5. In the Actions window, click Add Action and choose Change Set Values.
6. In the Add Set Action window, enter a suitable name (Select a State for this case), select State Set in Set and hit OK.
Steps 2-6
7. Click the ▼ in the Data tab and select Create Calculate Field.
8. Enter a suitable name (States in Set for this case) and enter the formula IF [State Set] THEN [State] END.
9. Click the ▼ in the Data tab and select Create Calculate Field.
10. Enter a suitable name (States or Cities for this case) and enter the formula IF { COUNTD([States in Set]) } = 1 THEN [City] ELSE [State] END.
Steps 7-10
11. From the Data tab, drag States or Cities to Label and State Set to Detail in Marks pane.
12. From the Data tab, right click drag State Set to Filters pane.
13. In the Filter Field window, select In / Out.
14. Hit OK in the Filter window.
Steps 11-14
15. To drill down from states to cities in the scatter plot, click on a state. To drill up back from cities to states, double click on a city.
Step 15
Author: JB Reyes
JB hails from the Philippines where he was an anti-malware engineer for 5 years. After moving to Australia in 2017, he worked his way up in a school supply company starting with a role as a despatcher and then taking on roles in IT support and bookkeeping. His passion for data is so deep that he can spend hours exploring and analysing data without tiring or getting bored. When JB is not all over data, he spends his time playing basketball, Pokémon cards with his daughter and building robot plastic models. If there is one dish that he would have to eat for the rest of his life, it would be Lechon, a Filipino delicacy (roasted pig) that reminds him of home.