Create a Drill Down Table in Tableau [2 Various Methods]

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While working on a Tableau report, I wanted to show the data at different levels without creating multiple sheets. For example, I wanted to see sales at the Category level first, and then drill down into Sub-Category, Region or even Product details, all in the same table.

To create the table view according to this, I created a drill-down table in Tableau.

In this tutorial, I will explain the two ways to create a drill-down table in Tableau to visualise data at multiple levels.

Tableau Drill Down Table

In Tableau, a drill-down table allows us to set up a high-level view of our data, such as sales by Region, and then click or expand to see more details, such as Category, Sub-Category, or Product.

Using a drill-down table in Tableau, we can see a detailed view of the data in a single worksheet. Although there is no built-in feature of a “drill-down” table in Tableau, we can create the drill-down table through techniques like creating hierarchies or using sets and parameter actions to navigate through data levels. 

Create a Drill Down Table in Tableau

In Tableau, there are two methods for creating a drill-down table. In the examples below, I will explain the two methods with a use case scenario.

Method-1: Create a Drill Down Table in Tableau Using Hierarchy

In this example, I will create a drill-down table using the Hierarchy. The order of hierarchy will be Region > Segment> Order date.

Now, connect the Tableau with the Superstore dataset, and follow the steps below to create a drill-down table in Tableau.

  1. In this example, I am using the dimension ‘Region,’ which is already added under the hierarchy of ‘Location.’ For this, click on the Region and duplicate it, then give another name to it, such as Sales Region.
  1. Now, click on the Sales Region dropdown in the Data pane and select Create Hierarchy.
Create a Drill down in Tableau using Hierarchy
  1. Enter the name for the hierarchical field, such as Sales Region Drilldown, and click OK.
Use Drilldown table in Tableau
  1. Now, to add the Segment and Order date under the hierarchy of this drill-down table, select Segment -> Hierarchy -> Add to Hierarchy -> Sales Region Drilldown.
Create a Tableau Drill down table

In the same way, I have added the dimension Order date to the hierarchy in the Sales Region Drilldown.

  1. To create the chart view