Hi,
I need to create a PnL sheet in Tableau. I have the data for the required months. I want to add the drill down feature in the sheet. For example, all months will be in columns while only 2 fields (Revenue and Opex) will be in rows. There should be a "+" sign next to each of these 2 rows. When a user clicks on the "+" button for Revenue then 5 corresponding rows (along with their values) for revenue should be displayed in the data set.
I tried doing it by creating hierarchy but it creates only 1 field at each level. I need something like multiple levels for each hierarchy. So when I click on the “+” sign for first hierarchy then all the fields under that hierarchy needs to be displayed at once. I need not drill down further for all the fields.
Thanks
Sourav
Tapia welcome to the forums! And thanks for searching before posting. Last month I created this P&L for a client:
It consists of 7 individual sheets stacked in a single dashboard container. It even prints to a PDF nicely. The trick is to use Tableau Grand totals for the sections. Then use a single line sheet for the things where you need to total a couple of sections together, like Gross Profit, Net Ordinary Income & Net Income. Getting all the formatting right takes a bit of work, but the text tables are fairly easy to set up, because you're doing it in small bites.
Hope this helps,
--Shawn
