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Show me More – Drill Down in Sankey Diagram

///Show me More – Drill Down in Sankey Diagram

How To drill down in a Sankey Diagram

We often get the question if it is possible to drill down in a Show Me More visualization. This is possible with the new ‘Use as Filter on’ option for Sankey Diagrams and Organization Charts. With this feature you can click on marks in the Show Me More visualizations the same way you are used to in a Tableau Dashboard. But You can also use this feature to do a drill down in your Sankey Diagram shown on the right.

You will need Show Me More Create, Share or Enterprise to use this feature.

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Tableau Calculations and Filters

You need a datasheet with 2 calculations and 2 context filters. This will do 90% of the magic for you. The other 10% is done in the extension. This example is built with the SuperStore dataset and can be used with any dataset.

Create the following calculations:

[Dimension 1]: if { MIN([Category]) } = { MAX([Category]) } then [Sub-Category] else [Category] END

[Dimension 2]: if { MIN([Segment]) } = { MAX([Segment]) } then [Ship Status] else [Segment] END

Add them to the Filter Shelf and add to context:

Create the Tableau Data Sheet

The only thing left is to create the datasheet and add it to your dashboard with the extension. Your Data Sheet will look like this:

Configure Sankey Diagram

The only thing remaining is to configure the ‘Use as a filter on’ feature in the Sankey Diagram.

Open your Sankey Diagram configuration and scroll down to Other settings

Make sure that you select your data sheet as a sheet you want to filter when clicking on a mark.

The open Tableau community and our customers are very important to us. We love to make great extensions for Tableau and help Tableau users do things more efficiently. If you have feedback, ideas, questions or an issue? Please make sure you share it with us! Use our community forum or contact us directly. To do so, please have a look at our support page.


Merlijn Buit – Tableau Zen Master