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: 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
STEP 2
10. Duplicate a sheet Sales and rename to Profit. 11. Drag Profit onto Sales on Rows.
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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