DrillDownTree Product Guide

Introduction

DrillDownTree allows you to drill down on any measure to any dimension you wish. The extension offers a flexible DrillDownTree for dashboard users. It will let you visualize data across multiple dimensions without setting up Hierarchies upfront. It automatically aggregates data and enables drilling down into dimensions in any random order the user chooses without having to create Tableau hierarchies upfront. The DrillDownTree is a valuable tool for ad hoc exploration by your dashboard users and conducting root cause analysis in your Tableau Dashboards. It hugely contributes to the self-serviceness of your dashboard users in an easy and understandable self-guiding way.

DrillDownTree

Setting up your dataset

For best practice and to get the best performance on your dashboard, we recommend dropping the measure(s) and dimensions on to the detail of your marks card on a separate/new worksheet. This will give DrillDownTree the best performance and flexibility for dashboard actions. See the image below for an example of how to set up your datasheetsheet to feed the extension. All dimensions available on the datasheet can be used in the users Drill Down path.

The datasheet needs to be on the dashboard. It is not the most pretty visualization so it is best to hide it for your dashboard users on the dashboard. To do so: Add the worksheet to your dashboard as a ‘floating’ container. Then edit the size to 1x1px (and the position also to the 1,1 x,y position). This will make your datasheet active on your dashboard without being shown.

setting up your dataset in DrillDownTree

Parameter, Dimensions & Measures

The DrillDownTree requires a parameter when configuring the extension. The parameter is needed to store the dashboard-user’s drill down path while working with the extension. To set up this parameter, go to ‘Create a parameter’ from the dropdown in the data pane on your Tableau worksheet. Choose a logical name you will remember and set as a ‘string’ data type. Leave the current value empty and have ‘All’ under allowable values. If you are using multiple instances of the Drill Down tree in the same workbook, create a parameter for each instance, otherwise they will interfere with each other which might lead to unexpected behavior. Below is an example of how to set up your DrillDownTree parameter.

parameter DrilLDownTree

 

The DrillDownTree allows your dashboard users to drill down on a measure via a path of dimensions they can choose themselves. All dimensions available on the datasheet can be used in the users’ Drill Down path

Drill down on a measure of your choice. You may load multiple measures on to your data sheet, but drill down on one in your view. Use the configure screen to decide which measure to drill down on.

Useful tip: Create a calculated field linked to a parameter on your dashboard for your measure to change in your view when you change the parameter. This way your dashboard users can choose the measure (by setting the parameter) and your calculated field will automatically contain the measure of their choice. An example of how dashboard users can set a parameter to set the measure of their choice in the DrillDownTree extension is shown below.

DrillDownTree view

There are plenty of features once you have configured your DrillDownTree that can help you get the most value in your viz.

Remove a dimension from your drill down path

You may have drilled down too far or just wish to go back a dimension to drill down on a different dimension. To do this, simply click on the header at the top of the view, to remove from your DrillDownTree view. You can even remove a dimension in the middle of your Drill Down path in the same way (just by clicking on it). The animated gif shows how easy your dashboard users can remove dimensions from the active drill down path.

Closing Dimensions in DrillDownTree

Clear all

Sometimes you wish to just start again, to do this in the top right hand corner you will see a X button, clicking this will clear your current Drill Down path and allows you to start from scratch. The animated gif shows how dashboard users can reset their drill down path with just one click. It is that easy!

Clear All in DrillDownTree

Drilling down

Once you have configured your DrillDownTree you will see your chosen measure in the view. Use the + button alongside your node to start drilling down. Clicking the + sign will show a dropdown with all the dimensions that are available to Drill Down on… You can do this on each node to drill down further. The animated gif shows how easy it is to populate your drill down path.

Drill Down Example

Other

There may be a time that not all the members of a dimension fit the view vertically. This will result in a node with the title “Other” Click on ‘Other’ where it will show the remaining members of the specific dimension that were not shown in the initial view. Below an example of the “Other” pill in your DrillDownTree.

Other in DrillDownTree

Horizontal scroll-bar

Drill down as much as you wish whilst keeping a beautiful viz using the horizontal scroller. This will appear once you have drilled on a few dimensions and the entire tree does not fit your container horizontally.

Horizontal Scroller in DrillDownTree

Configuration of the extensions

When you are using the extension in Edit mode (eaither in Tableau Desktop or on Tableau Server / Online) you will see a configuration menu bar on the left pane of the extension. This pane holds the configuration options to be discussed in this section of the Product Guide.

Open the configure tab by clicking on the pinwheel symbol. Here you will be able to select the worksheet that holds the measure and dimensions to be shown in the DrillDownTree.

Once you selected your datasheet, you will be able to choose the measure which you want to drill down on. Lastly click on the parameter you have set up in the steps before. Once all chosen, hit the save button at the top and your Drill Down Tree is ready to go. Below you see the options available in the general configuration tab of the extension.

Tab 1 Configuring in DrillDownTree

Format the nodes in your view to get the most value from your DrillDownTree. A powerful feature is formatting the colors to differentiate between positive and negative values. This for example can help to clearly show which products are selling for a profit or at a loss.

Change the background colour of your nodes/pills using the color palette. The background color will show when the node isn’t at 100% (so it’s the benchmark for a 100% value).

Edit your node by changing the width, height as well as the radius of the corners of the pills/nodes. It may be possible you will have a lot of dimensions in your view, here you can edit to get the best look to match your use case.

If you have large names for the members of your dimensions that will show on the nodes/pills you can truncate your label by showing a specific amount of character you decide. It may not be important to have the full name in your view, an abbreviation will do the job. Leaving it at 0 will always show full label.

Links

It is also possible to use the links to show where the positive and negative values are. When drilling down on a measure such a profit, you can see which categories or regions are or are not performing.

Edit the width of the links in the text box, up to 10px.

Tab 2 Nodes in DrillDownTree

Extension

Use the color palette to change the background color of the extension, this may be useful if you wish to blend in the DrillDownTree in the rest of your dashboard.

Sorting

The DrillDownTree allows you to sort the nodes in the user view. This part of the configuration screen allows you to determine what field is used for sorting and if the sorting is applied in an ascending or descending order.

Here is where you are able to edit and format the label of the measure, heading and context labels within your end-user-view. You may wish to rename the measure you are using by typing in the text box. This will alias the measure used in the DrillDownTree view.

Edit the text color of your headers, labels and measure values. It may be important to show clearly the measure value under each node, so formatting the color will help with that. It’s also possible to change the text size of the label and the measure.

Show measure percentage will show the percentage of the measure within the particular node. It’s a clear way of showing how of the measure is represented per node. Turning this off the bar within the node represents the % of the node, but the label in the context below will disappear.

If you wish to have a quick overview, unclick the ‘Show measure value’ button. It may or may not be important to show the exact values in your view, all depending on your use case.

Rounding precision

Use the dropdown to decide how many decimal places you wish to be shown within your percentage as well as your measure. Use this for more precise detail.

Have fun with our selection of animations.

Click on the dropdown to choose your favourite anumation for building your DrillDownTree. When changing the animation you will see the exmple of the new animation immediately

You can edit the duration of the animation within the text box. The duration is calculated in miliseconds (ms). The higher the number entered, the slower the animation will take (1000 ms meens 1 second).

This is where you can control the general layout of the DrillDownTree. Add padding to your layout and control (popup Behavior). Use the text boxes to independently add padding around your DrillDownTree within your Tableau Container. You can control the whitespace in the extensions view.

Popup

Have the DrillDownTree configured as a popup! A perfect way to save valuable space on your dashboard is to use the popup feature. DrillDownTree can be opened using a trigger from another sheet on your dashboard. Use the dropdown to decide which sheets you wish to trigger the extension, you may select multiple sheets. When activating the pop feature the extension will be shown as a button, which can be clicked on at any time you wish.

*Important: Reload the extension after changing the popup settings. This need to be done when turning on and off popup.

Popup in DrillDownTree

To improve interactivity we introduced Dashboard Actions in the DrillDownTree extension. With this option you can choose your target sheets for the dashboard action once a node/pill is clicked. Multiple sheets may be chosen as target sheets.

Now you can see real time changes by clicking on any blue pill twice. You may also trigger the DrillDownTree using dashboard actions on any of your other worksheets on your dashboard. Dashboard actions work both ways! Decide what you wish to happen when clearing your selection using the dropdown menu. You may wish to leave the filter in place when deselecting, that can be chosen here.

Dashboard Actions in DrillDownTree

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