platform-guideline 1 linked patterns checked

Tableau Help: Create hierarchies and drill up or down

Documents creating field hierarchies and using plus or minus controls in a visualization to drill up or down by adding or subtracting levels of detail.

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What this source can teach

Use this source to understand a platform convention and the setting it was designed for.

  1. Start with the original. Open the source and find the guidance or example relevant to your task.
  2. Trace the connection. Use the claim notes below to see how this site applies the source to specific patterns.
  3. Check the setting. Compare the source's platform, people, and constraints with your own decision.

Pattern Decisions This Source Supports

Pattern Supported decision Required contract Claim note
Chart drilldown Choose Chart drilldown when a visible chart mark represents an aggregate with a direct child series that answers the next analytic question. A drillable mark can only reveal data that is a child of that mark under the current filters, metric, unit, time range, aggregation, and permission scope. Tableau documents drilling up or down within a hierarchy by adding or removing levels of detail.

Comparisons supported by this source

Evidence Role

This source is treated as platform-guideline evidence. Its value comes from the specific claims and setting described above.

Publisher: Tableau. Last checked: .

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