Seattle Higher Education

As promised - here is the code for generating the asymmetric drill down with the membership count of the next layer:

Example - College to Department, clicking a college expands the departments for just that member. Rolled up displays the number of departments.

1. Create a Set from College Description, we'll call it Selected Colleges

2. Create a new calculated field, we'll call it College Drilldown

• My thinking was first that I wanted to get the discount count of the Department Descriptions. To do so, I needed to aggregate along College Description. Since we need the aggregated count of departments, we'll also need to aggregate the result of the Set expression. Since the Set expression is calculated on College Description, any aggregate grouped by College Description should evaluate nicely using the call to ATTR().

This calculation expresses the idea. If the College Description isn't in the set (after setting up the action this just means the user hasn't click on it or removed all values by clicking again), then return '+', concatenate the count distinct the departments, and return the friendly string. Otherwise, just return '-' to mimic the standard collapse notation.

IF NOT ATTR([Selected Colleges]) THEN '+' + STR(COUNTD([Department Description])) + ' Depts...' ELSE '-' END

3. Create a new calculated field for the conditional department description, since we want an empty string unless the College Description is in the set (shown as expanded), we'll call it College Drill Title (that's not a good name, but it's what I called it during the demo, so for consistency, I'll stick with it)

IF [Selected Colleges] THEN [Department Description] ELSE '' END

4. Build the view. Use whatever measure suits you for columns, I used distinct count of course reference numbers in the demo. Add to the rows in order:  Selected Colleges (remove header, just for sorting selection to top), College Description, College Drilldown, College Drill Title.

5. Add the Set Action to the worksheet, use Selected Colleges as the target set, removing all values when the selection is cleared.

And there you have it! Asymmetric drill down with a little fancy text and count! Hope you enjoy it!

A big thanks to all the attendees who showed up to Seattle Higher Ed TUG 2! We had a wonderful time hosting the event, getting to know each other a little (albeit briefly), seeing new capabilities and hopefully learning a few skills to put into practice, and eating of course. An extra thanks for laughing (on the inside) at my jokes.

Stay tuned for the next event - we're shooting for Q1 2020, so put that on the shelf! We'd love to hear what topics are of interest to the group, so please post or reach out so we can tailor the content to the group's needs.

I have a few items I'll provide shortly - the training slides (I'll remove my banter), and a random sampled version of the workbook we went over so you can review the concepts. That said, you'll almost assuredly fine more straight forward, better written, applicable examples on the internet. Still I'm happy to oblige. Lastly, I'll create another post explaining how to perform the hierarchical drill-down with rolled up member counts.

In case you missed today's session, the short version: interactivity is the future, end user proficiency is the future, and the possibilities for empowering them are just beginning to take shape. It's an exciting time in data, and I'm glad we're on the journey together! We'll look forward to seeing you next time!

Last but not least, a huge thanks to Coleman Wagoner for his presentation on new features, Rasta Ghafouri for support hosting and logistics, all the fine folks at Tableau for letting us use their space, and Seattle Pacific University for supporting this user group initiative.

Until then, viz early, viz often!

Hello Seattle Higher Education Tableau User Group!

We are very excited to announce our next TUG meeting! As November is an extremely busy month for all the fine people involved in this TUG, we are looking towards December 10th for our next session, exact times, location, and content to be announced. If there is specific content that you are eager to learn, please don't hesitate to reach out, or reply directly here!

Additionally, if any members of this group will be attending TC19 next week, we'd love to know. Perhaps we could all plan to meet up at some point during the event.

Stay tuned for details, and until then, viz early, viz often!

--------------------------------------

As we gear up for our next (2nd ever!) session, I'd like to get a feel from the group on content that would be most interesting and insightful. We are tentatively planning for session 2 on Wednesday, October 30th, [to be announced] exact time and location to be announced shortly.

Some topics that users have asked about:

• Impactful dashboards at attendee institutions (do you have one you'd like to share? I'd love to hear from you!)
• In-depth feature/functionality training (we had rave reviews about Coleman's table calculation presentation from last session, do you have a feature you're itching to learn more about?)
• Tableau new features, including Tableau Prep, Conductor, and the new Data Management Add-On

Do you have other topics you want to learn more about? Please speak up! Our goal is to make the content as relevant as possible, and we can only do that with your input. Feel free to reach out to me with questions, ideas, or just to introduce yourself.

Bring your colleagues and your friends! We thank you in advance and look very forward to seeing you all at session 2 of Seattle Higher Education Tableau User Group!