How to Create a 3-Level Drill Down Using Set Actions

Published: 13 Feb 2024
Last Modified Date: 15 Feb 2024

Question

How to create a 3-level drill down using Set Actions.

Environment

Tableau Desktop.

Answer

Follow along with the sample packaged workbook located in the Attachments section of this article.

1. Right-click on Category and select Create>Sets to create a Category Set.

2. Create a calculation field named L1- Sub-Category Level with the formula:

IF [ Category Set] THEN [Sub-Category] 
ELSE ""
END

3. Right-click on L1- Sub-Category Level and select Create>Sets to create set L1- Sub-Category Level Set.

4. Create a calculation field named L2- Product with the following definition:

IF [ Category Set] AND [L1- Sub-Category Level Set] THEN [Product Name]
ELSE ""
END

5. Add Category, L1- Sub-Category Level and L2- Product to the Rows shelf.

6. Click on the menu option for Worksheet > Actions to open the action editing menu. Now select the Add Action button on the left-bottom corner and choose the action of Change Set Values...

7. Add a Set Action as shown below to update Category Set.
・Target Set: Category Set
・Running the action will: Assign values to set
・Clearing the selection will: Remove all values from set
User-added image

8. Repeat step 6~7 to add a set action to update L1- Sub-Category Level Set.
・Target Set: L1- Sub-Category Level Set
・Running the action will: Assign values to set
・Clearing the selection will: Remove all values from set
User-added image