How to Build Hierarchies in Tableau

By: Oliver Linley

Ollie lives in Cape Town, South Africa, and is passionate about all things data - and all things Tableau! If you have a question, feel free to reach out to him directly via email.

Hierarchies are a simple Tableau tool that allows us to drill through dimension levels, from least specific to most specific. Hierarchies typically work best when our dimensional data is organised in levels, like location (State, City, Suburb), or person (Office, Department, Team, Individual).

However, hierarchies can be limited. The interface to find the drill-down button is not obvious to our end-users, and drilling down from level 1 to level 4 can be cumbersome. In this video, we'll not only look at how to build and use hierarchies, but work through one or two tips on how to create optimised functionality for some selective features of hierarchies, giving you a better overall end-user experience.

Want help with something like this? Book an hour with Ollie! Want to dive even deeper? Check out our upcoming classes!

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