Tableau expand collapse measures. In Collapse mode, the dashboard shows only the summary of the data, while in Expand mode, it displays detailed information. I am working on a vizualisation in Tableau that has dimension hierarchy (Product category, product sub-category, product type etc. By creatively utilizing dashboard filter actions and layout containers, you too can create lookup, interactive text tables which expand and collapse at the bottom of your Tableau dashboard based on user selections. Click the Collapse or Expand buttons on a base table to collapse or expand its entire tree. Tableau Community Forums Loading Sorry to interrupt CSS Error Refresh Use Dynamic Zone Visibility Applies to: Tableau Cloud, Tableau Desktop, Tableau Server Dashboard space is valuable, especially when you want to progressively reveal insights about data. tabl Hi there, The following will explain my issue: For a dimension named “DLC”, there are three measures (treated, holdout, incremental) and a lift, which is a field calculated using those three measures. The drill-down is done by clicking the + or – symbol on respective views. As of now when a new row/column is added to matrix visual data is shwoing in collpased mode and we need to manually expand. You can create set actions in Tableau Desktop, Tableau Cloud, and Tableau Server. Tableau Community Forums Loading Sorry to interrupt CSS Error Refresh To optimize your analysis of this data in Tableau, you can use the following custom SQL query to pivot the "Start Time" and "End Time" columns so that their values are in a single column. This can be done using a pivot table in Excel or a matrix visual in Power BI. Or create a hierarchical view, which creates a hierarchical view where the main metrics are at the top level and the sub-metrics are nested below. However, set actions can't be used with Stories. When you connect to a data source, Tableau automatically separates date fields into hierarchies so you can easily break down the viz. Hi All, I need help to understand how can I add collapse button in a Power Bi Matrix table on Row Header like i have in Tableau. Alternatively, right-click or ctrl-click on a downstream table and select Collapse this path or Collapse other paths. It can have intermediate results and usually will look something like this: But Tableau uses diferent logic than Excel—the functionality of Measure Names and Measure values allows for greater flexibility when dealing with diferent data structures. And based on that the workbook is getting changed. In previous articles, w You have a lot of information to put on a Confluence page—how do you keep users engaged? Expanding sections are the answer. Jul 13, 2023 · Hi, I am trying to expand/collapse a measure name to show some sub totals of a total number. The DLC data would look something like this: Week 1 Week 2 Week 3 DLC lift x x x DLC treated value x x x DLC holdout value x x x DLC incremental value x x x I would like to have the ability Combining Parameter, Set and Calculated field to make the chart/ table more interactive and to expand/collapse the view in Tableau. Learn how to create, format, and optimize table visualizations in Power BI reports and dashboards, including resizing column widths. Tableau Zen Master Luke Stanke shows you how to build collapsible tables in five different ways. How was this expand/collapse implemented into this dashboard? HI Guys, I came across a dashboard with an expand and collapse feature on Tableau public and I was wondering if anyone know how this was implemented. From the Columns shelf, drag the SUM (Sales) measure to Label on the Marks card. Dashboard with expand/collapse EDIT: Someone had the same question on the tableau forums and there was a solution posted. A comprehensive guide essential for anyone looking to enhance the interactivity and functionality of their Tableau visualisations. Drag individual measure fields out of the Measure Values card to remove them from the view. You can check the following link: It is not feasible as it needs to hide/show the measures. What does the word tableau expand collapse rows accordion measure names mean? Find and lookup the definition, synonyms, and antonyms of the word tableau expand collapse rows accordion measure names in our free online dictionary! Our requirement is to show all the levels of matrix without manually selecting Expand -> All option. Discover tips for adjusting size and designing layouts that showcase all your key data clearly. Dynamic Rows & Columns Now that we’ve determined how expand our rows and columns, this last part will show you how to combine the two! This is going to be tricky because anytime you click on the year in the columns it will automatically select all of the Rows which, by default, adds all of the Categories to the Set. Learn how to expand and collapse a vertical filter pane in Tableau to create cleaner, more interactive dashboards! 📊 In this step-by-step tutorial, I’ll sho Kick-start your personal and professional goals this year with Tableau Public. One workaround could be to use actions and navigate from one to other dashboard which has detailed view. Ensure the fields are in the correct order to make sense of the hierarchy. This ensures there is no excessive scrolling to the right hand-side in Excel. Alternatively, you can select Oct 21, 2025 · Discover how to collapse rows in Tableau for cleaner, more interactive data views. /r/Tableau is a place to share news and tips, show off visualizations, and get feedback and help. This article provides examples of visual calculations where the use of EXPAND and COLLAPSE is required to obtain the correct result. I was wondering if it was possible to replicated this effect in Power BI visuals either using a table or a matrix? Tableau Help Tutorial: Get Started with Tableau Desktop Step 5: Drill down into the details In this article - 4-level hierarchy: All + Region + State + City - Multiple Selection - Expand / Collapse Menu You can do this in different ways, such as using the set in a calculated field that you then use to build the viz, or by placing the set in the view or on a Marks card property. With Dynamic Zone Visibility, you can hide or reveal zones (tiled or floating dashboard elements) based on the value of a field or parameter. Please review this blog to learn more before downloading the latest software version. How to add dynamic, interactive hierarchies to your Tableau Dashboard The second article of a guest post series on “Expand your Reach in Tableau with Parameters” This is the very long expected continuation of a guest post series by Sheel Bhatiani, Lead Software Developer at Cheyne Capital. Jul 6, 2025 · This is a sample dashboard that demonstrates how to use the Expand and Collapse feature in Tableau. g. Item Nbr and Item Name column is in the hierarchy and it collepse into How to automatically resize a table in a Tableau dashboard? Dynamic resizing removes redundant white space, improving your dashboard! Hi there, The following will explain my issue: For a dimension named “DLC”, there are three measures (treated, holdout, incremental) and a lift, which is a field calculated using those three measures. Check out the downloadable workbook here: https://public. ☑ Subscribe to the channe Tableau Zen Master Luke Stanke shows you how to build collapsible tables in five different ways. Read on to learn more! What are expanding sections? Expanding sections are interactive element 🔔 Book a FREE 15-min Tableau call here: https://forms. Depending on your needs, you can create them using a couple of different tools. ) sorted descending by number of orders. You can also create your own custom hierarchies. In Excel this is handled easily by column grouping so that you can collapse or expand columns (if you wanted to see less or more). Below is the snapshot of Tableau format that i have and then need to apply the same in Power Bi. Learn practical methods to organize large datasets effortlessly. Understanding EXPAND and COLLAPSE EXPAND and COLLAPSE are operations that move the level of the visual context up or down in the hierarchy defined for the axis. Need help building pivot in Tableau? This guide covers 4 methods, including columns-to-rows and custom SQL with code snippets, for quick data transformation. This video will enable you to create a Table which can expand and collapse using the Arrow buttons, where you can see the Categories and Subcategories in the Dec 13, 2018 · Or, put another way, does Tableau support a feature to expand/collapse a dimension shown in a dashboard in order to allow users to interact with the dashboard and (dis)aggregate info as needed? You can create your own hierarchies by dragging one dimension on top of another in the data window (list of dimensions and measures on the left side of the screen). In order to expand and collapse the drill down table when the user clicks on it, you will have to use a multi-select parameter action. Expand all Collapse all I have the following pivot table: Is there a way to collapse the "Type" section, so I only have three rows: Movie TV Episode Grand Total Basically, I'd like to be able to expand each section by cli Expand & Collapse in tableau dashboard: This is a sample dashboard that demonstrates how to use the Expand and Collapse feature in Tableau. Drilling Down and Up: Use the [+] and [-] symbols to expand or collapse the hierarchy levels in your visualizations. tabl IF [Expand or Collapse]="Collapse" THEN IF [Top N Customers by Sales] THEN [Customer Name] ELSE "Others" END ELSE [Customer Name] END In the Data pane, under Parameters, right-click the Expand or Collapse parameter, and select Show Parameter. For that, create a parameter as per the following image. We started Sheel’s series already back in November last year, but ever since I left you waiting The Biztory blog covers topics like strategy, data clouds, data visualization, Salesforce, AI, and Tableau, including cloud migrations and data quality. Hi there, The following will explain my issue: For a dimension named “DLC”, there are three measures (treated, holdout, incremental) and a lift, which is a field calculated using those three measures. The DLC data would look something like this: Week 1 Week 2 Week 3 DLC lift x x x DLC treated value x x x DLC holdout value x x x DLC incremental value x x x I would like to have the ability Expand & Collapse in tableau dashboard: This is a sample dashboard that demonstrates how to use the Expand and Collapse feature in Tableau. Tableau Zen Master Luke Stanke shows how you can collapse multiple nested containers using the show/hide feature in Tableau How to automatically resize a table in a Tableau dashboard? Dynamic resizing removes redundant white space, improving your dashboard! Tableau Community Forums Loading Sorry to interrupt CSS Error Refresh how to expand/collapse a dimension Hi all, does Tableau support a feature to expand/collapse a dimension shown in a dashboard in order to allow user to interact with the dashoard and (dis)aggregate info as needed ? E. I want my viz to show by d 3. To optimize your analysis of this data in Tableau, you can use the following custom SQL query to pivot the "Start Time" and "End Time" columns so that their values are in a single column. Tableau has changed its product and maintenance release cadence. . Check out this video to learn how! 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. IS there a way to make a dashboard expand/collapse with measure values? Tableau – Expand and Collapse Hierarchy using Parameter In Tableau one can create a hierarchy using multiple dimensions, which enables an easier drill down on the views. You can also collapse a relationship path, or tree, to just its base table to simplify the view of the data model temporarily. To define what gets passed in the parameter when the user clicks on any row of the hierarchy, create this calculation. The DLC data would look something like this: Week 1 Week 2 Week 3 DLC lift x x x DLC treated value x x x DLC holdout value x x x DLC incremental value x x x I would like to have the ability Use Dynamic Zone Visibility Applies to: Tableau Cloud, Tableau Desktop, Tableau Server Dashboard space is valuable, especially when you want to progressively reveal insights about data. Any work around/property can be set in Matrix theme to set expand all levels by default? like this: Thanks in advance. She walks us through the process of using dynamic zone visibility to create expandable and collapsible views within a container – a technique that can significantly improve the user experience. Ie Total Revenue A Revenue B Revenue C When its just Total right now. Using EXPAND and COLLAPSE, the visual context can be moved to another element of the lattice. Jul 3, 2025 · Expand & Collapse in tableau dashboard: This is a sample dashboard that demonstrates how to use the Expand and Collapse feature in Tableau. Moving up (COLLAPSE) means going to the upper level: from months to years. Creating an Expand Button in Tableau Desktop, Hide Feature Behind Button Buttons are my favorite aspect of Tableau. gle/DfW6TJkMjsmBytig8 Have you ever been asked to include a table of data that’s way too detailed for the dashboarmore Tableau makes software for data analysis and visualization that is easy to use and produces beautiful results. Learn how to expand your Tableau dashboard easily. Navigation buttons are new to the product, have not been around very long, and When you connect to a data source, Tableau automatically separates date fields into hierarchies so you can easily break down the viz. Learn the three-step solution for drilling into a single dimension member to reveal underlying detail in Tableau. Discover best-use scenarios. These deviations thereby can be for either one measure over time or across the members of a dimension or for multiple measures or both. A blog about Tableau and data visualization. Tableau displays data source connections and data fields for the workbook in the Data pane on the left side of the workspace The user can then expand or collapse the section as needed. let's suppose a simple graph with one dimension "Region" (with 3 values: Northern, Central and Southern) and the measure "Sales". Learn more → The Measure Values field contains all the measures in your data, collected into a single field with continuous values. The Measure Names field contains the names of all measures in your data, collected into a single field with discrete values. dxufc, phcg2, bdmo, tktho, omxv0k, fjgfm, 45dunh, ykstt6, 0vovv, 8nlw,