One of the great things about Tableau is how quick and easy it is to create a hierarchy. I have used this for building multiple Tableau hierarchies including:
- Product hierarchy – i.e. product category, subcategory, group, etc
- Regional hierarchy – i.e. Country, State, County, City, etc
- Custom Date hierarchy – i.e. Year, Week, Day
How to create a hierarchy in Tableau
Creating a tableau hierarchy is really simple.
Using the ctrl key, select the dimensions you want to be in your hierarchy, right-click and Hierarchy – Create Hierarchy.
Name the hierarchy when prompted.
To re-order the fields within the hierarchy simply click-drag the field into the correct position.
An example of a Tableau hierarchy
This bullet chart uses a hierarchy of “Category – Sub-category – Product” to display YoY sales.
Hovering near the word Category displays a + or – sign. Click on these to navigate up and down the hierarchy.