Create a dashboard containing your datasheet and the HierarchyFilter extension

The next step is to create your dashboard with the HierarchyFilter. Create a new dashboard and add your hierarchy datasheet to the dashboard. This sheet contains the data that will feed the HierarchyFilter extension and makes the magic happen. You can also add some other Tableau visualization sheets to the dashboard based on the same data source. This way you can use the interactivity of the HierrchyFilter extension.

Now add the HierarchyFilter extension to the dashboard (use the trial Trex file or a Trex matching a purchased subscription). Your Dashboard should look something like the image below.

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