在具有多个一对多关系的画面中创建向下钻取和向上钻取

Create a drill down and drill up in tableau with multiple one to many relationships

所以我有 3 个数据集,结构如下:


+-----------+--------+--------+
| Last_Name | Salary | Tenure |
+-----------+--------+--------+  
| Hoinski   | 40000  | 2      |  
| Smith     | 90000  | 4      |
| Jones     | 120000 | 10     |
+-----------+--------+--------+

+-----------+---------+-------+
| Last_Name | Status  | Count |
+-----------+---------+-------+
| Jones     | On Time | 4     |
| Jones     | Late    | 0     |
| Jones     | Missing | 1     |
| Hoinski   | On Time | 1     |
| Hoinski   | Late    | 2     |
| Hoinski   | Missing | 1     |
+-----------+---------+-------+

+-----------+---------+-------+
| Last_Name | Risk    | Count |
+-----------+---------+-------+  
| Jones     | High    | 2     |
| Jones     | Low     | 1     |
| Jones     | Medium  | 4     |
| Smith     | High    | 0     |
| Smith     | Low     | 1     |
| Smith     | Medium  | 3     |
| Hoinski   | High    | 2     |
| Hoinski   | Low     | 1     |
| Hoinski   | Medium  | 0     |
+-----------+---------+-------+

我想完成的事情

我想要状态和风险的 2 个饼图,Salary/Tenure 的 1 个散点图。当我单击 Salary/Tenure 的散点图时,我希望饼图从总计切换到按我的选择过滤。我让这个工作。
问题是当我点击一个饼图总数时,可以说 "status=On Time" 其他饼图不过滤。在这个例子中,只有 Jones 和 Hoinski 有 "on time" 状态,所以 Risk 的另一个饼图应该删除 Smith 但它没有。

饼图仅在我单击散点图时过滤(并且数据总和不正确)。

效果很好,但我需要删除姓氏的详细程度。

我怀疑您只是将这三个表连接在一起。这是你最终得到的结果(我只给琼斯看):

+-----------+--------+--------+---------+--------+---------+--------+
| Last_Name | Salary | Tenure | Status  | CountS | Risk    | CountR |
+-----------+--------+--------+---------+--------+---------+--------+
| Jones     | 120000 | 10     | On Time | 4      | High    | 2      |
| Jones     | 120000 | 10     | Late    | 0      | High    | 2      |
| Jones     | 120000 | 10     | Missing | 1      | High    | 2      |
| Jones     | 120000 | 10     | On Time | 4      | Low     | 1      |
| Jones     | 120000 | 10     | Late    | 0      | Low     | 1      |
| Jones     | 120000 | 10     | Missing | 1      | Low     | 1      |
| Jones     | 120000 | 10     | On Time | 4      | Medium  | 4      |
| Jones     | 120000 | 10     | Late    | 0      | Medium  | 4      |
| Jones     | 120000 | 10     | Missing | 1      | Medium  | 4      |
+-----------+--------+--------+---------+--------+---------+--------+

问题是您处理的是已经聚合的 Tableau 数据,而不是原始的、未汇总的数据。这使得表格很难直观地连接起来,并且使 Tableau 聚合和筛选数据的工作变得非常具有挑战性。您可以看到连接这些表导致了很多重复。

该重复是状态饼图中奇数的来源:

SELECT Status,
       SUM(CountS)
FROM [The joined tables]
WHERE last_name = 'Jones' -- Filtering by Jones
GROUP BY Status;

产量:

+---------+--------+
| Status  | CountS |
+---------+--------+
| On Time | 12     |
| Late    | 0      |
| Missing | 3      |
+---------+--------+

所有原始数字都乘以三,因为每一行都重复了两次。

此外,让我们按 'On Time' 过滤(单击饼图),看看我们的风险饼图发生了什么:

SELECT Risk,
       SUM(CountR)
FROM [The joined tables]
WHERE last_name = 'Jones' -- Filtering by Jones
AND Status = 'On Time' -- Filtering by On Time, by clicking the pie slice
GROUP BY Risk;

产量:

+--------+--------+
| Risk   | CountR |
+--------+--------+
| High   | 2      |
| Low    | 1      |
| Medium | 4      |
+--------+--------+

那个重复又给我们带来了麻烦。

如果您可以获得此数据的原始、未汇总版本,Tableau 会更好地处理它,并且您将能够用它做更多的事情。否则,您将不得不在如何设置过滤器和聚合方面发挥创意(坦率地说是愚蠢的),并且您会发现整个仪表板最终将变成一个接一个的丑陋黑客。祝你好运,伙计。