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Mirroring Hierarchy Level Across Multiple Worksheets in a Dashboard

Date de publication: May 2, 2025
Description
How to simultaneously drill-down hierarchy across multiple worksheets in a dashboard.

Cause

The ability to have level of drill down in a hierarchy persist across multiple sheets in a dashboard is not currently a feature in Tableau Desktop.
Résolution
Use a parameter to select which dimension appears in the view. The following instructions can be reviewed in the attached sample workbook.
  1. Right-click in the Parameters pane and select Create Parameter.
  2. In Data type choose String.
  3. Under Allowable Values select List and add the desired dimension names.
  4. Create a new calculated field with the following formula: 
    CASE [<parameter name>]
WHEN "Category" THEN [Category]
WHEN "Sub-Category" THEN [Sub-Category]
WHEN "Product Name" THEN [Product Name]
END
  5. Drag the new calculated field to the Rows shelf.
  6. Right-click on the parameter created above and select Show Parameter Control.
Ressources supplémentaires

To voice your support for the inclusion of this feature request in a future product release, add your vote to the following Salesforce Idea: Hierarchy Drill Down to all sheets in Dashboard.
 

Numéro d’article de la base de connaissances

001473996

Pièces jointes

Mirroring Hierarchy Level Example.twbx

1251 KB

 
Chargement
Salesforce Help | Article