Set-up Viz extension

To set up the Viz extension, you will need to create or use a datasheet with a recursive data structure. The dataset at least needs two key columns. One for parent keys and one for child/row keys. The root of the tree needs to be a child key with a null value as its parent key. An empty cell in Tableau also works.

A label column can be added to show a name instead of the child key. The label on the same row of the child/row key will be shown.

Here is a small table of example data:

Parent	Child	Label
null	1	CEO
1	2	Manager 1
1	3	Manager 2

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 recursive tree by dragging dimensions or measures onto the Detail mark in the marks pane. After which, the datasheet might look like this.

The order of these items do not matter. We need to click on the Format Extension button in the marks pan to further set up the HierarchyFilter.

On the first page of the configuration, The "Recursive" block needs to be selected as seen above. After which, we can go to the next page.

On the second configuration page, we need to select the correct columns for the parent key, child key and label. The rest of the configuration is optional and can be skipped for now. for more information these options, go to the Configure the HierarchyFilter.

Click on next and after that on submit to save the configuration. Your tree should now be visible in the datasheet.

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.