Tableau Deep Dive: LOD – Introduction to Detail


Tableau Deep Dive: LOD – Introduction to Detail

Tableau Deep Dives are a loose collection of mini-series designed to give you an in-depth look into various features of Tableau Software.

Level of detail (LOD) is a feature that was introduced in Tableau Desktop v9. While it offers a great amount of flexibility and control over how you use the data in your visualization, it can be a bit tricky to fully understand.

We teach level of detail in the Advanced course of Tableau training. With so much to cover in such little time, it’s impossible to delve very deep into any particular topic. That’s why we’re covering these topics in a new mini-series format called Deep Dives. The goal of this format is to take the extra time to fully explore a complex Tableau topic.

In this Deep Dive, we’ll cover Level of Detail with the following articles:

The Rows and Columns Shelves

To understand what LOD is as well as the when/where/why you’ll need to use it, let’s first review the idea of detail. On your visualization, there are three areas that primarily determine the detail of your view. The first two are the Rows and Columns shelves. Detail is defined by the dimensions you use to segment your measures. It doesn’t matter if you put your dimension in the Rows shelf or the Columns shelf, it will just change how the axes are labeled – it’s the difference between a horizontal bar chart and a vertical one.

For example, if you place State in the Rows shelf, your visualization will segment your measures based on that level of detail.

Tableau LOD: Segmenting by State

In the above example, our view is going to aggregate the sum of sales by State, like so:

Sum of sales by State in Tableau

If I add another dimension to our example above, say inserting Category after State, we get more granularity and less aggregation in our bar chart. In other words, we’re adding to our level of detail. Here’s what that looks like:

Adding Category after State in Tableau

The Detail Shelf (or Detail Button)

The other spot in Tableau Desktop to determine level of detail is the Detail shelf on the Marks card. This is also commonly referred to as the Detail button. Dragging dimensions onto the Detail shelf will affect your visualization in different ways, depending on your chart type. Let’s take a scatter plot with Profit and Sales on the respective axes:

Scatter Plot of Profit and Sales in Tableau

Currently, there is only a single mark on our scatter plot because we are not currently segmenting these measures on any dimensions or disaggregating the results. In other words, our level of detail is at our highest or most aggregated. Let’s add granularity by dragging Order ID onto the Detail shelf:

Tableau Detail Card

In this instance, adding a dimension to the Detail shelf will dramatically change the view. Here’s how that affects our scatter plot:

New Tableau Scatter Plot After Adding a Dimension to Detail

We now have marks for every individual Order, making this visualization less aggregated and more granular. Adding color or changing the mark shape will obviously make this scatter plot easier to read.

Level of Detail (LOD) Calculations

LOD calculations allow you to add a fourth option in determining the level of detail. The great thing about LOD in Tableau is that you can do this independently from the dimensions used within your visualization. If I drag a field onto the Rows, Columns or Detail shelves, then the entire view is going to be affected. LOD allows us to set the level of detail we want for a particular field, independent of the view.

There are three different options when using LOD calculations: Include, Exclude and Fixed. We’ll continue Part 2 of this Deep Dive with LOD Include.

If you have any thoughts of questions for Part 1, please leave them in the comments section. We’d love to hear from you!

Want More Tableau Deep Dives

  1. Tableau Deep Dive: LOD – Introduction to Detail
  2. Tableau Deep Dive: LOD – The Include Calculation
  3. Tableau Deep Dive: LOD – The Exclude Calculation
  4. Tableau Deep Dive: LOD – The Fixed Calculation
  5. Tableau Deep Dive: LOD – LOD Calculations vs. Table Calculations
  6. Tableau Deep Dive: Parameters – Parameter Overview
  7. Tableau Deep Dive: Parameters – Parameter Properties
  8. Tableau Deep Dive: Parameters – Filtering – Top N
  9. Tableau Deep Dive: Parameters – Calculated Fields
  10. Tableau Deep Dive: Parameters – Filtering Across Data Sources
  11. Tableau Deep Dive: Parameters – Bins
  12. Tableau Deep Dive: Parameters – Reference Lines
  13. Tableau Deep Dive: Parameters – Table Calculations
  14. Tableau Deep Dive: Sets – Introduction to Sets
  15. Tableau Deep Dive: Sets – Constant Sets
  16. Tableau Deep Dive: Sets – Computed Sets
  17. Tableau Deep Dive: Sets – IN/OUT
  18. Tableau Deep Dive: Sets – Combined Sets
  19. Tableau Deep Dive: Sets – Calculated Fields
  20. Tableau Deep Dive: Sets – Hierarchies
  21. Tableau Deep Dive: Dates – Introduction to Dates
  22. Tableau Deep Dive: Dates – Preparing Dates
  23. Tableau Deep Dive: Dates – More Date Functions
  24. Tableau Deep Dive: Dates – Exact Dates
  25. Tableau Deep Dive: Dates – Custom Dates
  26. Tableau Deep Dive: Dates – Rolling Dates
  27. Tableau Deep Dive: Dates – Calendar Filters
  28. Tableau Deep Dive: Dates – Week-by-Week Comparison
  29. Tableau Deep Dive: Dashboard Design – Planning
  30. Tableau Deep Dive: Dashboard Design – Layout & Structure
  31. Tableau Deep Dive: Dashboard Design – Proof of Concept
  32. Tableau Deep Dive: Dashboard Design – Adding Interactivity
  33. Tableau Deep Dive: Dashboard Design – Visual Best Practices
  34. Tableau Deep Dive: Dashboard Design – Optimization & Governance
  35. Tableau Deep Dive: Dashboard Design – Publishing
  36. Tableau Deep Dive: Table Calculations – Custom Sorts, Part One
  37. Tableau Deep Dive: Table Calculations – Custom Sorts, Part Two
  38. Tableau Deep Dive: Table Calculations – Custom Sorts, Part Three

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Managing Director, APAC
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