Hierarchies in Tableau

Hierarchies in Tableau provides drill down action to the Tableau report. With the help of tiny + and – symbols, we can navigate from higher level to nested level or lower level. In this article we will show you, How to Create hierarchies in Tableau reports with example?. For this we are going to use the Data Source we created in our previous article so, Please visit Data Labels in Tableau Reports article to understand the Data Source.

Approach 1 to Create hierarchies in Tableau

Select and Right Click on the Dimension name, on which you want to create hierarchy. Please select the hierarchy option and then select create hierarchy option from the context menu

Once you selected the create hierarchy option, a new pop up window will be opened to rename the hierarchy name as shown below. For now, we are renaming it as Country

Once you click OK button, you can see the newly created hierarchy name with English Country Region Name member

There are multiple ways to add members to hierarchies in tableau.

Approach 1 to add member to Hierarchies in Tableau

First method, Drag and drop the required dimension to the newly created hierarchy. While dropping, it will show horizontal line representing the member position. For instance, if you drop the State column above the Country name then Level 1 will be state, level 2 will be Country (Country will be nested inside the state) which will give strange result. So, Please be careful while dropping the members

Once you are done, newly dragged member will be displayed in the Country hierarchy

Approach 2 to add member to Hierarchies in Tableau

Select and Right Click on the Dimension name, which you want to add to existing hierarchy. Please select the hierarchy option then Add to hierarchy option and then select the hierarchy name from the context menu

Once you are done, Our dimension will be added to the Country hierarchy. Similarly, we added Postal code as shown below

When you add the Country name, from the below screenshot you can notice the tiny + symbol beside the country name. This symbol will allow to perform drill down action

When you expand the English Country Region name, Tableau report will display the Sum of Sales amount for every state present in the countries

When you expand the State name, Tableau report will display the Sum of Sales amount for City present

We can further drill down the tableau report by expanding the City. When you expand the City name, Tableau report will display the Sum of Sales amount for every postal code present

Approach 2 to Create hierarchies in Tableau

Drag one member on to the other will automatically create the hierarchies in tableau. In this example, we drag state member on to the Country name as shown below

when you drag state member on to the Country name, a new pop up window will be opened to rename the hierarchy name as shown below. For, we are renaming it as Country

Once you click OK button, you can see the newly created hierarchy name with English Country Region Name, State Province Name members. Similarly, we can add many more.

NOTE: When you add more members, while dropping, it will show horizontal line representing the member position. Please be careful while dropping the members

Removing members from Hierarchies in Tableau

Select and Right Click on the Hierarchy member, which you want to detach or remove from the hierarchy. Please select the hierarchy option and then Remove from hierarchy option from the context menu

Once you selected the Remove from Hierarchy option, Postal Code member will be detached or removed from the hierarchy. You can notice the same from below screenshot

TIP: To remove members from hierarchies, We can simply drag members from hierarchy to the dimension pane

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