Enabling Dashboard Actions on Sub Totals and Grand Totals in Tableau A White Paper


Authors : Ayesha Umaima

Volume/Issue : Volume 7 - 2022, Issue 12 - December

Google Scholar : https://bit.ly/3IIfn9N

Scribd : https://bit.ly/3GxLUS2

DOI : https://doi.org/10.5281/zenodo.7501275

Abstract : Creating cross tabs with drill down capabilities to a detailed information is a very common and practical requirement by clients these days since doing so substantially aids in completing the root cause analysis. Although Tableau provides rich features to achieve the same, there are few limitations when it comes to applying dashboard actions over the Sub totals and Grand totals. Read this whitepaper to learn these precise actions you can take within your dashboards to make them more informative, compelling, and effective. This Paper will help you achieve the drill down capability on Grand and Subtotals through a cool workaround that involves creating calculated fields, duplicating sheets, combining them in the dashboard and subsequently applying dashboard filter actions which displays a detailed list when a summary table total value is clicked without having to leave the dashboard.

Creating cross tabs with drill down capabilities to a detailed information is a very common and practical requirement by clients these days since doing so substantially aids in completing the root cause analysis. Although Tableau provides rich features to achieve the same, there are few limitations when it comes to applying dashboard actions over the Sub totals and Grand totals. Read this whitepaper to learn these precise actions you can take within your dashboards to make them more informative, compelling, and effective. This Paper will help you achieve the drill down capability on Grand and Subtotals through a cool workaround that involves creating calculated fields, duplicating sheets, combining them in the dashboard and subsequently applying dashboard filter actions which displays a detailed list when a summary table total value is clicked without having to leave the dashboard.

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