Welcome to my guide on mastering the 3-Level Drill Down in Tableau!

In this tutorial, I show you step-by-step how to make the most of using dynamic zone visibility to create this functionality. We'll go through both scatter plot drill downs from Region → State → Postal code and then replicate that as a bar chart. 

You can easily make this a map drill down by changing the chart type. That's it!

🔍 What you'll learn in this video: 

1. The basics of drill down functionality in Tableau
2. Hands-on demonstrations, tips, and best practices
3. How to interact with the data

💡 Why is this important?

Drill down capabilities allow analysts to explore data from a broad overview down to granular details. By mastering the 3-level drill down, you can uncover hidden patterns, insights, and trends that might be overlooked in higher-level analyses. 

📌 Prerequisites: 

A basic understanding of Tableau's interface and primary functions will be helpful, but beginners will be able to follow along as well!

If you are following along, be sure to pause the video along the way as you repeat the steps.

If you want to drilldown multiple levels in a scatterplot, this tip is for you. In this tip, I show you have to create a 3 level drilldown with a scatterplot.

Naturally after I showed how to create a 3 level bar chart drilldown, someone immediately asked how to do it with a scatterplot. Unlike the bar chart drilldown, the scatterplot will only show you marks for the current level. 

For example:

1. When I’m at the highest level, I see only regions.
2. When I drill down one level, I only see States within the Region selected
3. When I drill down one more level, I only see postal codes that are within the region and state I selected.

This example shows you how to drill down from Region to State to Postal Code. To use this for yourself:

1. Download the workbook
2. Copy all of the calculations into your workbook
3. Swap out the dimensions

Note that you will need to recreate the sets and set actions. This will work with any combination of 3 dimensions.

I've showed you in several videos and WatchMeViz live streams how to create a 2 level drill down. And naturally the follow up question is always, how can I go one level deeper? This tip has exactly what you're looking for. I show you how to create a 3 level drill down in Tableau.

This example shows you how to drill down from Category to Sub-Category to Segment. All you need to do for your situation is replace the dimensions I'm using with yours. This will work with any combination of 3 dimensions.

Check out the interactive version below the video.

This type is inspired by this example from Lindsey Poulter - https://public.tableau.com/app/profile/lindsey.poulter8872/viz/SetActionDrilldown/ChooseaMetric