Asymmetric Drill Down Vs. Drill Down with Exclusion

By: Rosario Gauna @rosariogaunag

In the recently released Tableau 2018.3 version, a new feature called “Set Actions” is included.

This new functionality offers a wide range of new possibilities for the user to control aspects of the analysis and its basic operation consists of:

  1. The “Set Actions” take an existing “Set” and according to the “Mark” or “Marks” selected by the user in the visualization, update the values or elements contained in that “Set”
  2. And when using the “Set” in the definition of the visualization, when the elements of the “Set” are rewritten, the visualization is updated.

In such a way, that “Set Actions” can be used in multiple sets for complex interactions. For example, if a data set has hierarchical information, such as Category, Sub-Category, and Product, previously, when the hierarchy was deepened, all the values were opened at a certain level in the hierarchy.

Now, with the “Set Actions” we can create new ways for the user to interact. Let’s see two examples: 1) Drill Down with asymmetric breakdown and 2) Drill Down with exclusion or filter.

  1. A Drill Down with asymmetric breakdownis when the next hierarchy level of the selected value is opened or broken down. In this sequence of images, it can be verified that: 1) In the first image elements of the first level of the hierarchy are being displayed; 2) In the following image elements of both the first and the second level of hierarchy are being displayed and 3) In the last image, elements of the three levels of hierarchy are being displayed, depending on the value selected by the user.

Picture2

  1. A Drill Down with exclusion or filter, is when in the view only the elements of the next level of hierarchy are presented for the selected value. In this sequence of images, it can be seen that in each of the views only elements of the same level of aggregation are presented and will always be those corresponding to the next level of hierarchy for the selected value.

Picture3

Since in my blog “Let’s Drill Down on Sales“, we find the detailed steps of an example for the creation of a Drill Down with asymmetric breakdown, in this blog, we will focus on the additional instructions to change an Asymmetrical Drill Down to a Drill Down with exclusion or filter and we will only review very quickly the general steps required to use a “Set Action”.

General steps to use a “Set Action”:

  1. Create one or more Sets. (Step 1 and Step 3 of the blog “Let’s Drill Down on Sales”)
  2. You must create calculated fields that use the “Sets” depending on the behavior you need to make available to users for analysis. (Step 2 and Step 4 of the blog “Let’s Drill Down on Sales”)
  1. Build a visualization that uses one or more “Set” referenced by a “Set Action”.
  1. Create one or more “Set Actions” that use the corresponding existing “Sets”. When the “Set Action” is executed, it takes the existing “Set” assigned and according to the “Mark” or “Marks” selected by the user in the visualization, updates the values or elements contained in that “Set”. (Step 7 of the blog “Let’s Drill Down on Sales”)

Now we will proceed to detail the additional calculations required to change from an Asymmetric Drill Down to a Drill Down with exclusion or filter, using the variables as defined in the previous blog.

Step 1: Create a field called “Level”.

This calculation will identify for each “Mark” to be presented, the level of hierarchy to which it belongs.

Level =

IIF([Product-DD] <> “”, 3,

IIF([Sub-Category-DD] <> “”, 2, 1))

Step 2: Create a dimension called “Filter”.

The calculation compares the hierarchy level of each “Mark” with the highest level of calculated hierarchy. If the “Mark” corresponds to the maximum value, its value will be “TRUE”.

Filter =

[Level] = {FIXED: MAX([Level])}

Step 3: Include the “Filter” field within the filter shelf.

Select only those where the value is “TRUE”.

Ready!  

Next, I share an exercise, with which you can interact with both types of Drill Down.

Picture1

As you can see, the steps required to switch between a “Drill Down with asymmetric breakdown”to a “Drill Down with exclusion or filter”are quite simple and open the door to multiple new possibilities for interaction.

If you have any questions about the blog, do not hesitate to contact me on twitter (@rosariogaunag)

Regards!

Rosario Gauna

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