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Drilling Down Selectively on Hierarchy Level


Published: 23 Sep 2014
Last Modified Date: 01 Dec 2016

Question

How to selectively drill down (expand) levels of a hierarchy. For example, how to display all quarters in the view, but display months only for Q3.

Environment

Tableau Desktop

Answer

Use the following workaround to display months only for Q3.

Step 1: Create a Parameter

  1. In Tableau Desktop, connect to the Superstore sample data.
  2. Right-click in the Data window and then select Create Parameter.
  3. In the Create Parameter dialog box, do the following, and then click OK:
    • Name the parameter. In the example workbook, the parameter is named Quarter.
    • For Data Type, select Date.
    • For Allowable values, select Range.
    • Click the boxes next to Minimum and Maximum, and keep the default values.
    • Click the box next to Step size, select 1, and then select Quarters from the drop-down list.
  4. Right-click the new parameter and then select Show Parameter Control.

Step 2: Create a Calculated Field

  1. Select Analysis > Create Calculated Field.
  2. In the Calculated Field dialog box, do the following, and then click OK:
    • Name the calculated field. In the example workbook, the calculated field is named Telescope Months.
    • In the formula field, create a calculated field similar to the following:
      IF DATEPART('quarter',[Order Date])=DATEPART('quarter',[Quarter]) 
      THEN DATENAME('month',[Order Date])
      ELSE "ALL"
      END

Step 3: Build the View

  1. Drag Order Date to Rows.
  2. On Rows, right-click YEAR(Order Date), and select Quarter (Q2).
  3. Drag Sales to Columns.
  4. Drag Telescope Months to Rows.
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