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Unable to Drill Down on an Individual Member in a Hierarchy with Tableau

Udgivelsesdato: Apr 30, 2025
Beskrivelse

Drilling down on an individual member in a hierarchy drills down for all members.

Cause

The ability to drill down for individual dimension members is only available for multi-dimensional data sources, and is not currently available for relational data sources.

Løsning

Workaround 1

Use Filter Actions. When you use filter actions, a selection on one view in a dashboard can filter the other views on the dashboard.

Workaround 2
1. Create a set from Category dimension using all values. Name it Category Set

2. Create a calculated field called Expand with the following formula:
if [Set 1] then [Sub-Category] else "" end

3. Add Category and Subcategory to rows with Sales or any other measure on Text

4. Go to Worksheet -> Actions -> Change set values with the below configurations
User-added image

Yderligere ressourcer
To voice your support for the inclusion of this feature in a future product release, add your vote to the following related Salesforce Idea: Add hierarchy drill options "One-Column" and "With Filter".
Vidensartikelnummer

001473673

Vedhæftede filer

workaround2.mp4

1276 KB

drill down and filter.twbx

1345 KB

workaround2.twbx

1173 KB

 
Indlæser
Salesforce Help | Article