Friday, June 26, 2015

The ‘data’ Jump off: Drilling down in Tableau dashboards using Action filters

Tableau never ceases to impress me. As a newbie still learning the ropes, I am always discovering a new thing that blows my mind. During our monthly data review meeting, I realized that users were always asking for further details concerning the performance of a certain indicator. When displaying data from regions and comparing the performance of regions, questions are always being asked- show us the sites contributing to that performance or how has the region been performing over the years or the previous months? Presenting data in Tableau has made a big difference for me and. I have always wondered why PowerPoint does not provide links to data for drilling down to data easily without leaving PowerPoint or the presentation. Thinking of this; I remembered how I can implement this drill down functionality in SSRS with sub reports and sub report parameters. I didn’t know how to do it in Tableau. I turned to Mr. Google. Googling led me to a number of links including the Tableau knowledge base article here. But the most helpful information was what I found