Set-up Viz extension

To set up the Viz extension, we will need to create or use a datasheet with a dimensional data structure. In this example, we will use the Product structure from the SuperStore dataset which is already available as an hierarchy.

The HierarchyFilter extension can be loaded into the datasheet using the Viz trex or by using the extension exchange. After loading in the extension, the datasheet should look like this:

You can start a dimensional tree by dragging dimensions or measures onto the Fields mark in the marks pane. After which, the datasheet will look something like this.

The order of the items in the marks pane is the same as the order of the HierarchyLevels from top to bottom. You can rearrange these items by dragging them.

It is also possible to drag measures onto the "Measures" field in the marks pane to quickly create aggregations next to the tree.

You can click the format extension button in the marks pane to configure extra features of the extension. More information can be found in the Configuration pages of this wiki.

From here, you can use the HierarchyFilter in dashboards by dragging in this datasheet. It is important to click the "use as Filter button" on the extension box.

Now that this button is enabled, clicking any item in the tree should filter on the rest of the dashboard items.