[First, this is mainly a server feature. You have to publish the viz to the server to see it in action. It doesn't work well on Tableau Desktop. There exists a curious discrepancy between desktop and server renderings of visual tooltips.]
Here are a couple of facts about
visual tooltips:
- They are based on regular charts
- They are turned on/off by action filters
By laying "visual tooltips" on top of "visual tooltips", or "Viz on Viz" we can create recursive drilldowns.
In theory, we can repeat the drilldown process infinitely. In practice, the process is limited by the number of dimensions in the dataset or by our imagination.
An interesting feature of this technique is that we can do all the drilldowns in place/in context, instead of jumping to another tab or page.
Let's see an example as follows, which is built on the Superstore dataset. Click the image to view the interactive version.
There will be 4 levels of drilldown hierarchy on sales figures:
- Year>Segment>Category>SubCategory
The chart for each level is as follows:
- By Year: Vertical Bars
- By Segment: Vertical Bars + Title Sheet
- By Category: Donut Chart
- By SubCategory: Horizontal Bars + Title Sheet
Feel free to pick the chart types you like in your own design.
The main design steps are:
- Create the above charts and sheets
- Create a new dashboard.
Here we use the sales by year bar chart as the base. Drag vertical containers (in
FLOATING mode) into desired positions where visual tooltips will appear. Put every chart/sheet (in
TILED mode) into a respective container. Remember to hide sheet titles. If you need titles, use another sheet. The reason is that the action filters won't hide regular sheet titles.
- Create drilldown action filters between every 2 successive drilldown charts
Note that each chart/sheet has to carry all the previous drilldown dimensions.
- Use the layout manager at the lower left corner:
- Fine tune the position and size of each container.
- Move lower hierarchy containers on top of higher hierarchy ones. Just press mouse and move.
- Set the action filters to be "Select" and/or set the last drilldown action filter to be "Hover"
- Validate all the drilldown filters in Desktop
- Publish the design to the Server and validate the resulting viz again
Voila, that's about it.
A few further design tips:
- Plan your visual tooltips first. The number of tooltips can be as many as that of data marks. We can reduce the number of tooltips by sharing one per multiple data marks.
- We need one sheet per tooltip. Most of them are lookalike. We can create them by replicating.
- Create a single hierarchy of tooltips and validate it first, before replicating tooltip sheets.
- Create sets as filters that allow action filters to turn the sheets on/off.
- Set tooltip background different from the overlapping chart.
- Show successive dimensions in lower hierarchy tooltips.
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