July 14, 2020

How to Build a Dynamic Drill-down Table in Tableau

By Katrina Menne

The following post is a part of a series looking at different options for mimicking Pivot Tables in Tableau: Building Pivot Tables in Tableau Series.

This option is great for situations where the drill-down path might not always be the same.

For this example, we are going to create two drill-down paths : 

Category > Sub-Category > Product Name

State > Category > Manufacturer

Step #1: Create Level Parameters

Create a Parameter that lists the options for Level 1.

Repeat for each drill-down level.

Step #2: Create Display Formulas

Create a calculated field that identifies the field that should be displayed based on each level’s parameter selection.

Repeat for all levels.

Step #3: Create Viz

The last step is to add the Level calculations to the sheet.

Step #4: Formatting and Final Touches

Once your sheet is on a dashboard, I suggest adding instructions for the end-user.  It is also a good idea to test the sizing of the columns and rows to make sure the data is clearly displayed when the levels change.

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