Hierarchies in Tableau

Tableau Hierarchy provides drill-down action to the report. With the help of tiny + and – symbols of Hierarchies, we can navigate from a higher level to a nested level or lower level. For this Tableau hierarchy example, we will use the Data Source we created in our previous article.

How to Create Hierarchies in Tableau

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

Hierarchies in Tableau 1

Once you select the option, a new pop-up window will open to rename Tableau Hierarchies. For now, we are renaming it as Country.

Add name 2

Once you click the OK button, you can see the newly created hierarchy name with the English Country Region Name member on the Tableau desktop. So, Please visit Data Labels in Reports article to understand the Tableau Data Source.

Add dimension to it

Add a member to Hierarchies in Tableau

There are multiple ways to add members to hierarchies. The first method is, Drag and drop the required dimension to the newly created hierarchy in Tableau. While dropping, it will show a horizontal line representing the member’s position.

For instance, if you drop the State column above the Country name, State is at Level 1, and Level 2 will be Country (Country will nest inside the state), giving a strange result. So, Please be careful while dropping the members.

Add members to it 4

Once you have completed, a newly dragged member will display in the Country hierarchy.

See the Newly added member under dimension 5

Approach 2 to add a member to Hierarchies

Select and Right-click on the Dimension name you want to add to the existing hierarchy in Tableau. Please select the hierarchy option, then Add to the hierarchy option, and then select the name from the context menu.

Add Dimension to Hierarchies in Tableau 6

Once completed, Our dimension will add to the Country. Similarly, we added the Postal code as shown below.

Newly added Postal Code

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

Bar Chart 8

When you expand the Country Region name, the report will display the Sum of Sales Amount for every state in the countries.

Expand to View the child aggregations 9

When you expand the State name, the report will show the Sum of Sales Amount for the current City.

Expand the Report to View the Childs 10

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

Expand the Members of the Hierarchies in Tableau Bar Chart 11

The second approach to Create Hierarchies in Tableau

Drag one member onto the other will automatically create hierarchies in Tableau. In this example, we drag a state member onto the Country name as shown below

Drag Field under Dimension section 12

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

Change the Name 13

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

NOTE: Adding more members while dropping will show a horizontal line representing the member position. Please be careful while dropping the members.

Remove members from Hierarchies in Tableau

Removing the Hierarchy member is very easy. To do so, select and Right Click on the member you want to detach or remove from it. Please select the Tableau hierarchy option and then choose the Remove option from the context menu.

choose the remove option to delete member from Tableau Hierarchy 15

Once you choose the option, Postal Code members will detach or remove them from the hierarchy.

Hierarchies in Tableau 16

To remove members from the Tableau hierarchies, we can drag members from it to the dimension pane.

About Suresh

Suresh is the founder of TutorialGateway and a freelance software developer. He specialized in Designing and Developing Windows and Web applications. The experience he gained in Programming and BI integration, and reporting tools translates into this blog. You can find him on Facebook or Twitter.

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