How to Drill Down a Single Row Hierarchy in Tableau
This guide will show you how to expand only the specific row you select to view its detailed items.
While Tableau provides a hierarchy feature, the UI representation can be very subtle, making it less intuitive for users. It also lacks flexibility if you want to drill down on selected items without affecting others.
In this article, we’ll look at a way to work around these limitations by expanding only the chosen row to reveal its sub-levels.
Step-by-Step: Drilling Down a Single Row Hierarchy
This approach uses a parameter action and subtotals to keep values visible at both the Category and Sub-Category levels.
- Create a parameter to capture the selected category item.
- Create a calculated field to add an arrow icon in front of the category name, guiding users to expand or collapse categories. If the parameter matches the value, display an expanded arrow icon (∨); if not, display a collapsed icon (＞).
