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How To Build Recursive Parent Child Hierarchy View


Published: 30 Oct 2020
Last Modified Date: 02 Nov 2020

Question

How to build recursive hierarchy View.

Example:

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From
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Environment

  • Tableau Desktop

Answer

Use a hierarchy extension:
https://tableau.github.io/extension-hierarchy-navigator-sandboxed/

1. Download the Trex file in the link above or attached to this article
2. Make a sheet in Tableau desktop with the hierarchy data 
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3. Create a new dashboard and drag above sheet in the view
4. Drag extension to the dashboard and select the trex file downloaded before 
5. Use recursive below:
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6. Configure as below:
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7. Click Next and Next as they are optional settings

End result:
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Additional Information

https://github.com/tableau/extension-hierarchy-navigator-sandboxed/blob/master/README.md has workbook and examples too for further reference
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