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

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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