Create interactive drill-downs in 4 simple steps.
Set action drill-downs in Tableau can be created with just four steps. This guide uses the Sample Superstore dataset to demonstrate how to use a set action to drill down from Category to Sub-Category.
Before the Drill-Down
Here’s what the chart looks like before setting up any drill-down logic. It shows Category, Sub-Category and Sales all at once.
Our goal is to make this more dynamic. Instead of showing everything at once, we want users to click on a Category to reveal its related Sub-Categories, making the chart easier to explore and less cluttered.
Step 1: Create a Set
Right-click on the dimension you want to use as the starting point of your drill-down. In this case, Category and create a set. This set will be used to identify which category is selected and trigger the display of related sub-categories
Step 2: Create a Calculation
This calculation will control the drill-down.
Step 3: Replace the Dimension
Drag your newly created calculated field into the view and replace the original Sub-Category dimension with it. This allows Tableau to switch between the two levels based on user selection.
Step 4: Create the Set Action
To make the drill-down interactive, you’ll need to create two set actions:
- On the worksheet, to allow the drill-down to happen when a user clicks.
- On the dashboard, if your worksheet is part of a dashboard view.
