Hierarchical Dataset

As indicated above, the HierarchyFilter supports a Hierarchical dataset as well. In this example, we use a traditional organizational structure as a hierarchy. The image shows an example of the Hierarchical structure as a dataset. The data represents a reporting structure where we use a label instead of a name to emphasize hierarchical organizational levels.

Global overview for using the hierarchical datamodel

When working with a hierarchical dataset, the global process of getting started with the HierarchyFilter extension for Tableau consists of the steps listed below. After this summary, we will explain each step.

1. Create your datasheet. No need to use calculated fields

2. Create parameters for extra dashboard interactivity

3. Configure the extension

4. Hide your hierarchy datasheet

5. Interact with your dashboard