How to create hierarchies to drill down into data?

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:

  1. In the Data pane, drag a field and drop it directly on top of another field.
  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.

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.