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.
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 color 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.
Sometimes less is more and limiting the amount of dimensions shown in your DrillDownTree could be the case here. When there’s too many dimensions drilled down on you will be presented with a horizontal scroll bar, that is something you may not want to see in your viz. Ensure all dimensions stay in your view by restricting the amount of dimensions.
Tool-tip added & truncate label
Sometimes the names of your dimensions are just too long to fit in to the view. Our new update allows you to truncate all labels. We’ve also added a tool-tip, so when hovering over your node, the full name of the dimension along with the measure will be shown on your tool-tip. This will allow your users to get all the insight with less of the mess! In the configure screen of the extension, in the ‘Nodes’ section enter the amount of characters you wish to be shown, leaving it at 0 will not truncate.
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.
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.
In some cases you want to print your DrillDownTree or export it to a PDF file for use in reports. Maybe just share your analysis with customers or suppliers, maybe to illustrate your leadership reports. This can easily be done with the new Print function, built within DrillDownTree! A fantastic and much requested feature which will bring huge value! Creating multiple DrillDownTree viz’s to print and share will allow you tell your story highlighting areas of success and other areas which may need investigating. This feature only works on Tableau Online/Server.
There are many ways our users get their insight from DrillDownTree and many ways they wish to see the insight. Adding our new sort by name to have the tree displayed in the order you prefer, by measure value and now dimension name. Find this in the ‘Nodes’ tab of your extension configurations screen.
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.
Optimized label sizing
After great feedback from our customers we have improved the label sizing for both the label and the measure. The value of the node may be the most important insight from your DrillDownTree, having that more visible at first glance could really enhance your dashboard! These changes can be made in the ‘Label’ section in the extensions configuration screen.
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.