When you connect to a data source, Tableau automatically separates date fields into hierarchies so you can easily break down the viz. You can also create your own custom hierarchies. For example, if you have a set of fields named Region, State, and County, you can create a hierarchy from these fields so that you can quickly drill down between levels in the viz.
To create a hierarchy:
- In the Data pane, drag a field and drop it directly on top of another field.
- When prompted, enter a name for the hierarchy and click OK.
- Drag additional fields into the hierarchy as needed. You can also re-order fields in the hierarchy by dragging them to a new position.
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.