WorkoutWednesday S03 E01 – Drill Down Using Set Actions

Do you enjoy working with Tableau? Are you looking for an additional challenge? Workout Wednesday might be what you need. WorkoutWednesday a set of weekly challenges from read here Andy Kriebel and http://idsn.com/locations-we-service/ Emma Whyte (for 2017) and safe place to buy provigil online Rody Zakovich , Luke Stanke ,Ann Jackson. (for 2018) designed to test your knowledge of Tableau and help you improvise your development skills. The idea is to replicate the challenge that they pose as closely as possible. When you think you have it, leave a comment with a link to your visualization and post a pic on Twitter for others to enjoy. The ultimate reward is the hard work and solution you come up with

2017 WorkoutWednesday Challenge: Link

2018/19 WorkoutWednesday Challenge: Link



Step 1:

As you can see in the Spoiler( mentioned in the above image) , for getting the desired outcome, we need to perform self – union. You can union your data by combining one “Orders” table with the another “Orders” Table. To union your data in Tableau data source, the tables must come from the same connection.If your data source supports union, the “New Union” option displays in the left pane of the data source page after you connect to your data.

2017 WorkoutWednesday Challenge: Link

2018 WorkoutWednesday Challenge: Link



How to Perform union in Tableau?

Step 2:

Determine what your Preferred drill down option should look like.In this case, Category is expanded to Sub Category. We will also be using the “▼/►” ASCII Symbols as prefix .This will help indicate the user the ability to Drill Down /Drill Up.It act like an Accordion.

Create a Set using the “Category” Dimension. You can hardcode some conditions, or just “Use All”. The dimension members you include in the set at this point don’t matter too much because they will be overwritten later by the selections made in the set action

Drag this calculated Field on the view and check whether its working or not

Step 3:

Now time has come to create a Category label/ Sub category Label by using the Table Name Field which is coming after the Union Operation.Here, one part of the Union – (*Table Name – Order) represents the Category information and other part of the Union – (*Table Name – Order$) represents the summary of Sub Category.

Step 4:

To create a text table that shows sales totals by year and category, follow these steps:

  1. Drag the “Order Date” dimension to Columns. Tableau aggregates the date by year and creates column headers.
  2. Drag the “Category”,“Table Name” and “Actual Category” dimension to Rows. Tableau creates row headers. Now you can add a measure to the view to see actual crosstab.
  3. Drag the Sales measure to Text on the Marks card. Tableau aggregates the measure as a sum. The view now breaks out sales by Category, in addition to year and Table Name.

Step 5:

Next, we have to create a calculated field that tells Tableau to display the name of the Category and its Sub category data that has hierarchical information.This is called “Asymmetric drill down” . If the dimension member is in the set, clicking on category normally expands all Sub category values at a given level , and other categories get Flattened.

1. Create a Calculated Field by using the LOD which gives you only one category each row.

2. Create another Calculated Field which should show the Selected Category and their respective Sub Category in an expanded Format and rest other Category in Flattened Format.Drag this calculation on Filter Shelf and select True.

Step 6:

Use shading to add banding, alternating color from row to row or column to column. Banding is useful for text tables because the alternating shading helps your eye distinguish between consecutive rows or columns.
For row and column banding, you can use the following options:

Pane and Header– The color the bands use.

Band Size – The thickness of the bands.

Level – If you have nested tables with multiple dimensions on the rows and columns shelves, this option allows you to add banding at a particular level.

Refer the below image for getting the desired banding.

Step 7:

Right click on Year header and change the Shading from “Grey” Color to “White“. Uncheck the Field Labels for “Category” and “Table name” . By default, Tableau shows field labels, but you can choose to hide the

Step 8:

Drag your worksheet on Dashboard and perform the below Operation.
1. In a worksheet, select Worksheet >Actions. In a dashboard, select Dashboard >Actions.In the Actions dialog box, click Add Action and then select Change Set Values.

2.In the Add/Edit Set Action dialog box, specify a meaningful name for the action.Select a source sheet or data source. The current sheet is selected by default. If you select a data source or dashboard you can select individual sheets within it.

3.Specify the target set. First, select the data source, and then select the set.The sets available in the Target Set lists are determined by the data source that you select and the sets that you have created in the workbook that are associated with that data source.

Step 9 :

Once you are done, you should get the following looking worksheet. Your Final dashboard will look like the below image and dont forget to post a pic on Twitter for others to enjoy.
If you have any questions please do not hesitate to contact me on twitter (@rajvivan) or LinkedIn (@rajvivan)

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About the Author: Rajeev Pandey

I am a multidisciplinary designer working in data visualization, interaction design and innovation. Expertise in developing Tableau, Web focus based visualization and reporting applications. I have a passion for analyzing, dissecting, and manipulating data sets as well as, building beautiful dashboard. Naturally talented in communicating between technology and business needs. Diverse and experienced in plenty of different domains .I am quick learner who can absorb new ideas and can communicate clearly and effectively.I love creativity and enjoy experimenting with various technologies.

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