Unlock the power of Tableau's Set Actions to enhance your data visualizations! 

In this in-depth tutorial, I'll walk you through a step-by-step guide on how to create an interactive chart that allows users to drill down from monthly to daily data by simply clicking on a month. 

Ideal for analysts, business intelligence professionals, and anyone who wants to level up their Tableau skills.

What You'll Learn:

- How to set up Set Actions in Tableau

- Create interactive charts for effective data exploration

- Best practices for visualizing monthly and daily data

Who This is For:

- Data Analysts

- Business Intelligence Professionals

- Tableau Beginners and Enthusiasts

Prerequisites:

- Basic understanding of Tableau Desktop

Resources:

- Download the sample workbook: https://public.tableau.com/app/profile/andy.kriebel/viz/MonthtoDayDrillDown/Sheet1

- Data: https://data.world/vizwiz/sample-soda-sales

- Tableau official documentation on Set Actions: https://help.tableau.com/current/pro/desktop/en-us/actions_sets.htm

If you want to drilldown multiple levels in a scatterplot, this tip is for you. In this tip, I show you have to create a 3 level drilldown with a scatterplot.

Naturally after I showed how to create a 3 level bar chart drilldown, someone immediately asked how to do it with a scatterplot. Unlike the bar chart drilldown, the scatterplot will only show you marks for the current level. 

For example:

1. When I’m at the highest level, I see only regions.
2. When I drill down one level, I only see States within the Region selected
3. When I drill down one more level, I only see postal codes that are within the region and state I selected.

This example shows you how to drill down from Region to State to Postal Code. To use this for yourself:

1. Download the workbook
2. Copy all of the calculations into your workbook
3. Swap out the dimensions

Note that you will need to recreate the sets and set actions. This will work with any combination of 3 dimensions.

I've showed you in several videos and WatchMeViz live streams how to create a 2 level drill down. And naturally the follow up question is always, how can I go one level deeper? This tip has exactly what you're looking for. I show you how to create a 3 level drill down in Tableau.

This example shows you how to drill down from Category to Sub-Category to Segment. All you need to do for your situation is replace the dimensions I'm using with yours. This will work with any combination of 3 dimensions.

Check out the interactive version below the video.

This type is inspired by this example from Lindsey Poulter - https://public.tableau.com/app/profile/lindsey.poulter8872/viz/SetActionDrilldown/ChooseaMetric

This week's data set was pretty simple. We had 21 baseball seasons and a column for each pitch type. Pivoting the metrics made it much easier to work with for me as I could then split the view by pitch type.

During #WatchMeViz (below), I create a trellis view, showed how to create groups, sets, set actions, sparklines, LODs, custom number formatting, creating a mobile view, and more.

Thank you for tuning in. Here's the video and below is my visualization.

Having looked at the original visualization this week (here), it was pretty clear to me that the creators desired to create a KPI style dashboard. In a way it's good that I picked up on it that way. However, it wasn't designed particularly uclarly well to communicate most efficiently.

I decided during Watch Me Viz that I would stick with their idea of a KPI dashboard, but design it in a way that I thought would be easier to understand.

As per normal, it took way too long to faff about with the formatting. I made a couple of small changes after I finished the live stream. Click on the image below the video to check it out. Leave a comment on the video on YouTube if you have any questions. (Comments aren't appearing on the blog for some reason).

Have a wonderful week!

During Watch Me Viz, I covered set actions, parameter actions, highlighting, boolean calculations, table calculation, dashboard layout, and I failed at a starburst chart (I couldn't get the years to sort properly; I'll post it when I figure it out).

Enjoy! Check out the viz below the video.

Short and sweet this week. The data set is about the price of personal information on the dark web. There are three fields: Category, Product, and Price. To me, this looks like Superstore, so that's how I approached it. How can I visualize two fields that have a hierarchy?

In the video, I show you how to create a drill down with both a set action and a parameter action. Here's the video and below is the visualization.

In this week's Watch Me Viz, I started by showing the original visualization, demonstrated how to make a non-geographical field geographical, and then I spent lots of time working through set action drill down.

I showed how to do drill down to two and three levels of dimensions in a hierarchy. Lastly, while building the dashboard, I also showed how to move fields you select in an action to the top of the view with a sorting calculation.

Enjoy!

I must admit I got a bit stuck with this week's dataset. It was very straightforward and I didn't like how anything turned out. With some ideas from the live audience on YouTube, I started comparing exports, imports and the trade balance. I then thought about a trick I had taught the Data School about using a timeline to filter.

Great, that's it! Wrong! The layout I had in my head was all wrong. I had to move some things around and then getting everything to line up took ages! Why or why isn't formatting easier???

Then, after creating the BANs, someone suggested that it would be good to show a zoomed in version of the line chart for the dates selected. I added those as sparklines with each BAN and it turned out so much better.

Check out and download the viz here.