In this Tableau tutorial, we are going study about What is Hierarchy in Tableau, types of Tableau Hierarchy, creating groups in a tableau. At last, we discuss how to create Tableau Hierarchy tree with appropriate explanation.
So, let us start with Tableau Hierarchy Data.
2. What is Hierarchy in Tableau
Tableau hierarchical database model is a data model in which the data is organized into a tree-like structure. The data is stored as records which are connected to one another through links. A record is a collection of fields, with each field containing only one value.
3. Tableau Hierarchy Data – Create Groups
Groups can be created in an exceedingly few ways in which lightness multiple header names or information points then right clicking can permit you to create custom-made groupings of dimension levels within the read.
However, clicking on the dimension you wish to cluster within the information pane, then choosing to Create>Groups can offer access to larger management over your teams.
The produce cluster window offers the handy possibility of checking out words at intervals dimension levels. We are able to then simply cluster collections of levels that meet our search criteria. Within the example below I even have chosen to categorize all ‘envelopes’ as one cluster, at intervals the dimension ‘Product Name’. Notice that “Include ‘Other’” is ticked. This can split the info into two groups: ‘Envelopes’ (after renaming it) and ‘Other’.
We can still kind ulterior groupings of product, then rename the sphere one thing wise. In this case: ‘Product Groupings’.
This field currently seems in your information pane as another dimension, aboard a little fastener image – confirming that the sphere is so a bunch.
4. Creating Hierarchies in Tableau
Now, this is often wherever it gets attention-grabbing.
Dragging the new ‘Product Groupings’ pill onto the initial ‘Product Name’ pill within the information pane can prompt you to create Tableau hierarchy.
After clicking ‘OK’, this can show up in the information pane as below, when that you’ll be able to re-arrange the order of the scale within Tableau hierarchy. Since ‘Product Groupings’ could be a higher level of categorization of ‘Product Name’ it is sensible to own this before ‘Product Groupings’, on the highest of the hierarchy.
Now, once we drag the merchandise hierarchy to the shelf. We tend to see the best order level ‘Product Groups’ within the read, with a ‘+’ check in the left aspect of its pill. This lets US grasp there are dimensions nested at intervals ‘Product Groups’.
Clicking on the ‘+’ sign can currently allow us to drill down into consequent level within the Tableau hierarchy. That is our original ‘Product Name’ dimension.
Clicking on the ‘–‘ sign on the pill can successively permit you to collapse back to the upper-level grouping.
Hence, in this tutorial, we learned about Tableau Hierarchy data, types of Hierarchies in tableau, how to create groups & Hierarchies in Tableau, and Tableau drill down dashboard. In conclusion, this will help us work with Tableau better and do our work more efficiently. Furthermore, if you have any query, feel free to ask in a comment box.
See also- Tableau Field Operations