How to Create a hierarchy in Tableau?

Create a hierarchy

To create a hierarchy:

  1. In the Data pane, drag a field and drop it directly on top of another field.
    2.Note:* When you want to create a hierarchy from a field inside a folder, right-click (control-click on a Mac) the field and then select Create Hierarchy.
  2. When prompted, enter a name for the hierarchy and click OK.
  3. Drag additional fields into the hierarchy as needed. You can also re-order fields in the hierarchy by dragging them to a new position.

Drill up or down in a hierarchy

When you add a field from a hierarchy to the visualization, you can quickly drill up or down in the hierarchy to add or subtract more levels of detail. To drill up or down in a hierarchy in Tableau Desktop or in web authoring:

  • In the visualization, click the + or - icon on the hierarchy field. When you are editing or viewing the visualization on the web, you have the option of clicking the + or - icon next to a field label.

Remove a hierarchy

To remove a hierarchy:

  • In the Data pane, right-click (control-click on a Mac) the hierarchy and select Remove Hierarchy.The fields in the hierarchy are removed from the hierarchy and the hierarchy disappears from the Data pane.