How to use parameter action to drill down?

by Longyan Chen

I would like to build bar chart with a drill down in category and let users to change a parameter value through direct interaction with my Viz by clicking different categories and explore more detail information in sub-category.

Firstly, go to the data pane and drag Category into Row and Sales into Column. Then, create a parameter called empty parameter for category.

Secondly, create a calculated field named drill down for category.

Next, bring the drill down for category into Rows. And then, set a action. Go to worksheet on the tool pane, choose Actions from the drop-down menu and the Add Parameter Action dialogue appears. Fill out the dialogue by updating the information needed as below procedure. Lastly, click Category to check if the action works.

This is how I build a drill down category by using parameter action. One thing we need to keep in mind is that if we put this sheet into dashboard, then we need to set the action in dashboard. Otherwise, it won't work in the dashboard.

Fri 30 Sep 2022

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Tue 27 Sep 2022