Tableau: Creating Hierarchies and drill down

Tableau provide functionality to drill down from highest level to lowest level of granularity, with the help of + and – symbol in the report column.

I am taking superstore dataset for this example which is free dataset to be used for analysis.

Creating Hierarchies

Here below if we see, I have taken Segment|Category|Sub-Category as a row granularity over which I am trying to find number of sales made under each granularity.

 

What if, I want see how many sales made each year under consumer segment and then drill down to see consumer-furniture thereafter consumer-furniture-chairs..

To fulfill this kind of requirement, Tableau reporting has provided column hierarchy. Let’s see how to form hierarchy

Go to Column à RClick à Create Hierarchy

  

Once the hierarchy is created go to column which you want to add to the hierarchy à RClick à Hierarchy à add to existing hierarchy. In below example you can see Hierarchy is created with name “Segment-Cat-SubCat” and three columns are added to the hierarchy i.e. segment, category and sub category.

Also in above figure you can see in Rows, the segment comes with + prefix, which means if has further drill down.

In below figure if you click on +Segment à it will break into Segment and +Category

 

Same way if you click on +Category à it will break into Category and Sub-Category as show in below figure

Enjy Tableau J

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