Alternative to Hierarchies in Tableau.

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

Aasavari Kaley
May 3 · 4 min read
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.

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.

Step 2 — Create the expandable/collapsible sheets

The next step is to create the sheet, you would want to see when you click on the clickable view we created in the previous step.

Step 3 — Create links between Clickable and collapsible sheets

The next step is to create links between our clickable and collapsible sheets. In any of the two sheets, create a calculated field like below.

Step 4 — Add the ‘Link’ calculated field in both sheets.

Add the ‘Link; calculated field in the rows shelf on both the sheets.

Step 5 — Pull the clickable and collapsible sheets onto a dashboard

The next step is to drag the clickable sheet on the dashboard in a container as below:

Step 6 — Setting the expand/collapse action

First, you need to set up a dashboard action, by clicking on the dashboard in the menu bar.

Step 7 — Final checks

Once all the above steps are successfully executed, it's time to check if our dashboard actions work.

Geek Culture

Proud to geek out.

Sign up for Geek Culture Hits

By Geek Culture

Subscribe to receive top 10 most read stories of Geek Culture — delivered straight into your inbox, once a week. Take a look.

By signing up, you will create a Medium account if you don’t already have one. Review our Privacy Policy for more information about our privacy practices.

Check your inbox
Medium sent you an email at to complete your subscription.

Aasavari Kaley

Written by

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

Geek Culture

A new tech publication by Start it up (https://medium.com/swlh).

Aasavari Kaley

Written by

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

Geek Culture

A new tech publication by Start it up (https://medium.com/swlh).

Medium is an open platform where 170 million readers come to find insightful and dynamic thinking. Here, expert and undiscovered voices alike dive into the heart of any topic and bring new ideas to the surface. Learn more

Follow the writers, publications, and topics that matter to you, and you’ll see them on your homepage and in your inbox. Explore

If you have a story to tell, knowledge to share, or a perspective to offer — welcome home. It’s easy and free to post your thinking on any topic. Write on Medium

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store