Sets and Set Actions to create a Single Member Drilldown – video Skill Pill

Tableau Single Member Drilldown

In Tableau you can drilldown using Hierarchies. But what if you wanted to drilldown only for one member of a Hierarchy? To achieve this we can use Sets and Set Actions to create a Single Member Drilldown.

In order to create a single member drilldown, using Set Actions in Tableau, please follow these steps:

Step 1: Connect to data

  1. In Tableau Desktop, connect to Superstore sample data provided by Tableau.

Step 2: Create the Sheet and Calculated fields

  1. Create a sheet called Single Member.
  2. Right click Category field, go to Create and then Set.
  3. Select a value from Category to add to the Set, so that it is not empty and name the Category Set.
  4. Under Analysis->Create Calculated Field.
  5. Name the Calculated Field as Subcategory Expand.
  6. Write the formula: IF [Category Set] then [Sub-Category] else ” END.
  7. Right click Subcategory Expand field, go to Create and then Set.
  8. Select a value from Subcategory Expand to add to the Set, so that it is not empty and name the Subcategory Expand Set.
  9. Under Analysis->Create Calculated Field.
  10. Name the Calculated Field as Region Expand, from Tableau interface, your business intelligence data and data visualization tool.
  11. Write the formula: IF [Category Set] and [Subcategory Expand Set] then [Region] else ” END.
  12. Drag Category, Subcategory Expand and Region Expand to Rows.
  13. Drag Profit to Columns.
  14. Drag Profit to Color.
  15. Drag Profit to Label.

Step 3: Create the Dashboard and Actions

  1. Create a Dashboard called Single Member Drilldown.
  2. Drag Single Member sheet to the Dashboard.
  3. Add a Set Action by going to Dashboard->Actions->Add Action->Change Set Values.
  4. Select the Source Sheet as the Single Member.
  5. Select Run Action on->Select.
  6. Select the Target Set Datasource as your current datasource and Set as Category Set.
  7. Select Clearing the Selection will->Remove all values from set.
  8. Name the Action as Category Set Action.
  9. Click OK.
  10. Add a second Set Action by going to Dashboard->Actions->Add Action->Change Set Values.
  11. Select the Source Sheet as the Single Member, using Tableau software, big data software.
  12. Select Run Action on->Select.
  13. Select the Target Set Datasource as your current datasource and Set as Subcategory Expand Set.
  14. Select Clearing the Selection will->Remove all values from set.
  15. Name the Action as Subcategory Expand Set Action.
  16. Click OK.

by Alexandru Stancescu

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