From the course: Creating Interactive Tableau Dashboards (2019)

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Asymmetric drill down using set actions

Asymmetric drill down using set actions - Tableau Tutorial

From the course: Creating Interactive Tableau Dashboards (2019)

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Asymmetric drill down using set actions

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- [Instructor] Another really good use case of set actions is to create, what we call, an asymmetric drill down using the set. Now a standard hierarchy will drill down and expand everything within that hierarchy. In some cases, that's great. But what about if you just want to expand one specific group? Well a set action will allow you to do that. First we need to create a set which we'll use for our action. Then we'll create a calculated field that will be used by the action when we select a mark. So in this example dashboard, I've got a map showing the profit. I've got my customer sales. And I have my regional profit bars on the right. Now what I want to happen is if I click on one of the regions, I can see I've got the highlighter working for both the profit map and for my customer sales. So that's using the highlight action, which we should looked at before. Now in my data the region is part of the hierarchy. We…

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