Hi,
I have a requirement to apply actions on counts to raw data at ID level. But, I would like to hide the raw data by default and only show the raw data when the actions are applied on the counts in pivot on the same page. I was trying to utilize adding a rule on parameter but it only allows when parameter (Hide/Show) is applied. Is there a way to directly pull the raw data when user clicks on the counts on the same page.
Hi @Lasya ,
Can you elaborate on your situation a little further? Like are you trying to hide specific values in a pivot table or specific columns? I guess I am a little confused on what type of drill-down action you are trying to do.
I am trying hide the whole raw data table. Let me elaborate more on the requirement -
Imagine there is a pivot table with counts and one more table with raw data for the above pivot table. The second table with raw data needs to be hidden. When the actions are applied on counts (pivot table) then the below table should pull the corresponding raw data for those counts the user has clicked. This is the use case.
Solution tried: I have created a parameter with the field Hide/Show and explored on creating rule on top of this parameter. But, this is still not helping the use case as (a) user have to always utilize the parameter to view the data, (b) if the user clicks on ‘Show’ then the whole data will be populated. Use case is to only show the corresponding IDs of the counts on the below section. And, we want this in the same page.
Hi @Lasya ,
So from how I understand this, you essentially want to have 2 pivot tables, with only 1 showing at a time and basically the option to “drill down” when actuality it is just switching from 1 table to the other.
You had the right approach with creating a parameter and using hide/show rules. With the parameter, set it to something like this:
Then for your top visual, keep ‘hide this visual by default’ turned off and add the rule making it look something like this:
For your bottom visual, the Hide/show rule will be the same except you should turn on ‘hide this visual by default’ and have the action be ‘show this visual’'. Next you are going to create a Navigation Action for both visuals. The navigation action should look something like this for the top table:
For my specific visual, I want it to drill down specifically on departments so that is why I set it like this. Now for your bottom visual, the key is to set it where when you click on something, it will basically assign the drill down parameter a value and that value will trigger your hide/show rule. It should look something like this:
Thus, after clicking on your bottom visual, it will disappear and your top visual will reappear. Like I said, you had the right approach with creating the parameter, but this way, the parameter is hidden in the background. You could take it a step further and assign some filtering logic to it. Through that, you basically create a parameter for your field (in my case it was departments) and attach it to a visual or sheet wide filter so when you click on something specific, it will assign that value to the parameter and filter your bottom table visual to only show that data.
I should state that the example I used to explain was used in Bar Chart visuals, but the steps and logic should still apply to your pivot tables. Let me know if you have any further questions or if I need to elaborate on any step.
Hi @Lasya,
Just checking back in since we haven’t heard from you in a bit. I wanted to see if the guidance shared earlier helped resolve your question, or if you found a solution in the meantime.
If you still have any additional questions related to your initial post, feel free to share them. Otherwise, any update you’re able to provide within the next 3 business days would be helpful for the community.
Thank you
Hi @Lasya,
Since I haven’t received any further updates from you, I’ll treat this inquiry as complete for now. If you have any additional questions, feel free to create a new post in the community and link this discussion for context.
Thank you
