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

Creating a tableau hierarchy is really simple. Using the ctrl key select the dimensions you want to be in your hierarchy, right click and ‘Create Hierarchy’. Once created, drag and drop the dimensions in the hierarchy to put in the correct order.

This bullet chart uses a Category – Sub category – Product hierarchy to display YoY sales. Hovering near the word Category displays a + or – sign. Click on these to navigate up and down the hierarchy.

If you want to know how to create a bullet chart please see my other post on creating a bullet chart in Tableau.