Hierarchies in Tableau – A step by step guide to create Tableau hierarchy

In this tutorial, we are going to learn how to create hierarchies in Tableau. Hierarchies play a very important role in using the data fields in an organized manner. So, let us learn in a stepwise manner how to create and use hierarchies from your data set in Tableau.

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What are Hierarchies in Tableau?

Before we start learning how to create hierarchies in Tableau, let us have a better understanding of hierarchies. The term hierarchy is not specific to Tableau and you might have heard and used it in many places before.

In the context of data, hierarchies are a logical arrangement of relevant unique attributes in a data set. Hierarchies arrange data fields in a level, for instance, a Geography hierarchy would have a region, country, state, city, area levels. Or, a Time hierarchy has a year, month, week, day as its levels.

By creating hierarchies in Tableau, we set our data on different levels of detail and organize it. Tableau can automatically create hierarchies by detecting relevant fields or you can create custom hierarchies.

Before moving ahead, have a quick revision of reporting in Tableau.

Creating Hierarchies in Tableau

Follow the steps given below to create hierarchies in Tableau.

Step 1: Drag a Field in Tableau Hierarchy

To start with creating a hierarchy in your data set, select a field from the list of dimensions and measures. Select and hold the field and drag it on to or on top of another field. By doing this, we add a field at a sub-level in the hierarchy.

Another way of adding a field in an existing hierarchy is to right-click on a field name, then select Hierarchy from the list. Then select Add to hierarchy option and select the name of the hierarchy in which you wish to add the field.drag a field in tableau hierarchy

Step 2: Name the Hierarchies in Tableau

As soon as you add a field on the top of another field, a window pops up where you need to enter the name of the hierarchy. Enter a suitable name for the hierarchy and click on OK.name the hierarchies in tableau

Step 3: Add More Fields in Tableau Hierarchy

Once you enter a name, your hierarchy can be seen on the left Data panel as shown in the screenshot below. We put the Sub-category field under the Category field. That is, Category is on the first level of the hierarchy and Sub-category is on the second level. Following step 1, you can add more fields under a field in a hierarchy.add hierarchies in tableau

Step 4: Drill Down Hierarchy in Tableau

Now, you can use this hierarchy into visualization by putting it in a Rows or Columns section. To drill down in a hierarchy, click on the plus + sign given right next to a field name. As you can see in the screenshot below, our field Category is on the top of the hierarchy. When we click on the + sign near the field name, the field on a lower level in the hierarchy will be shown.drill-down hierarchy in tableau

Step 5: Analyze Data in Tableau Hierarchy

As shown in the screenshot below, the field Sub-category and its contents are also visible in the bar chart now. This is after drilling-down the hierarchy by one level. To go back to the top or a preceding field in the hierarchy, click on the minus – sign present near a field name. In this way, you can easily drill up or down a hierarchy to see and analyze data at different levels of detail.subcategory shown in tableau hierarchy

Step 6: Geo Hierarchy in Tableau

The screenshot below shows a geo hierarchy where hierarchy with the name Geography is created. Under it, there are fields at sub-level such as Region, Country, State, City, etc.geo hierarchy in tableau

How to Remove a Hierarchy in Tableau?

To remove a hierarchy in Tableau all you need to do is right-click on the hierarchy name (present in the Data pane) and select the option Remove Hierarchy. This will remove all the fields from that hierarchy and its name will no longer show in the Data pane.

Summary

In this way, we conclude our tutorial on Hierarchies in Tableau. We hope you were able to understand the concept behind hierarchies and how to create them in Tableau.

Now!! Learn how to create Trend Lines in Tableau with DataFlair.

If you have any doubts regarding DataFlair’s hierarchies in Tableau article, mention in the comment section below. DataFlair team will be happy to help.

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