KNOWLEDGE BASE

Ability to Link Drill-Down Between Multiple Sheets in Dashboard


Published: 06 Sep 2022
Last Modified Date: 07 Sep 2022

Issue

How to link a drill-down between multiple sheets in a dashboard.

Environment

  • Tableau Desktop

Resolution

A possible workaround is to create a drill-down/drill-up button for each level using a parameter.

Step 1

1. Connect to the Sample - Superstore data and rename Sheet 1 to Sales.
2. Drag Order Date to Columns and Sales to Rows.
3. Create a new parameter as follows:
User-added image
4. Create a new calculated field as follows:
       Name : Quarter
       Calculation : IF [Quarter Drill Down / Up] = '1'
                            THEN "Q" + STR(DATEPART('quarter', [Order Date]))
                            ELSE ''
                            END
5. Duplicate the parameter Quarter Drill Down / Up and rename it to Month Drill Down / Up
6. Create a new calculated field as follows:
       Name : Month
       Calculation : IF [Month Drill Down / Up] = '1'
                           THEN DATENAME('month', [Order Date])
                           ELSE ''
                           END
7. Duplicate the parameter Quarter Drill Down / Up and rename it to Day Drill Down / Up
8. Create a new calculated field as follows:
       Name : Day
       Calculation : IF [Day Drill Down / Up] = '1'
                           THEN DATENAME('day', [Order Date])
                           ELSE ''
                           END
9. Drag the following dimensions to Columns:
      Quarter
      Month
      Day
User-added image

STEP 2

10. Duplicate a sheet Sales and rename to Profit.
11. Drag Profit onto Sales on Rows.
User-added image

STEP 3

12. Create a new dashboard.
13. Add the Sales and Profit sheets to the dashboard.

Change the drill down/up parameters, you will see that they apply to both sheets.

 

Cause

This feature is not available in Tableau Desktop.
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