Define dimension hierarchies in Tableau Next to move between high-level summaries and detailed breakdowns in your analysis. Create hierarchies using related dimensions or date fields, and use them in visualizations or tables to roll up or drill down data.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To define and use dimension hierarchies in Tableau Next: | Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set |
For example, create a hierarchy for geographic levels in a semantic model with sales data, then analyze total sales by country and drill into region and state to identify which locations are driving growth or contributing to declines. To create the dimension hierarchy and use it in a visualization or table, follow these steps.
-
Create a dimension hierarchy in the semantic model.
- From the data model’s New dropdown, select Dimension Hierarchy.
- Enter the dimension hierarchy’s name and optionally, a description.
- Use the search bar to locate fields to include in the hierarcy and click to add them.
-
Click Save.
The dimension hierarchy now appears in the Data pane.
-
Review data using the dimension hierarchy in a data view.
- Drag the dimension hierarchy field onto Rows or Columns in a visualization. Or, drag it onto Columnsin a table.
-
To expand the hierarchy, click a field’s
icon. Alternatively, select Expand Hierarchy from the field’s
context menu. To remove a hierarchy level, click a field’s 
icon.
- To define a filter based on a dimension hierarchy field, click Edit Filter… from the field’s dropdown menu and click Save when done.
- To apply your changes to the data view, click Save.
