Alternative to Hierarchies in Tableau.

How to mimic hierarchical (‘+’ / ‘-‘) action on your tableau dashboard without actually using hierarchies

Aasavari Kaley
Geek Culture

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Image Source: https://commotionart.com/wp-content/uploads/2018/03/visualhierarchy_850.jpg

“Design is not just what it looks like and feels like. Design is how it works.”— Steve Jobs

In the reporting world, you would often come across situations wherein the stakeholders would request for features or functionality not directly available in Tableau.

One such use case I came across was having a table expand and collapse on a click, more like having a hidden sheet show up when clicked on its parent table. (for folks who are familiar with Tableau, it’s just like clicking on a ‘+’ and ‘-‘ action of a hierarchy, but without using it). I’ll walk through the steps below on how I achieved that-

Note: I’m using the sample superstore data.

Step 1 — Create the view you wish to make clickable

This sheet should be the view you would want to click and have the expandable view shown up.

I’ve created a simple table to see what profits have been like over the years in ‘Consumer’ segment.

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Aasavari Kaley
Geek Culture

Data Enthusiast | Data Visualization Analyst | Tableau Certified Udemy:https://bit.ly/2DVcFCi || Youtube:https://bit.ly/30uEwAv