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Posts Tagged ‘hierarchy’

Date Hierarchies in Tableau

May 31st, 2012 10 comments

I recently had a request from someone who wanted to be able to drill into their data both from Year – Month- Day AND Year – Week – Day. The first of these is very simple as it’s more or less a Tableau default hierarchy from any date field, although the default also includes quarter (Year – Quarter – Month – Day is the default).

Adding Week into this adds a significant degree of complexity for the simple reason that weeks generally don’t span months in a neat way – i.e. it’s only on very rare occasions that the first of the month is also the first day of the week and the last day of the month is the last day of the week. Almost always the end of a month and the beginning of the next will be in the same week number – in other words some weeks will span 2 months.

The first challenge is to create the Year – Week – Day drilldown. To do this a hierarchy actually has to be manually built. In a previous post I described how to build a hierarchy. Making use of calculated fields it’s possible to build on the hierarchy concept to build a Year – Week – Day date hierarchy. Read more…

Build a hierarchy in Tableau

March 13th, 2012 No comments

One of the most useful things for me in Tableau is the ability to create a hierarchy in a few seconds. I have used this for building product hierarchies – i.e. product category, subcategory, group, etc – and also for reporting on regional data – i.e. Country, State, County, City, etc, which is great for using on maps (assuming you have a longitude and latitude at the bottom of the hierarchy). Read more…