This is very dependent on the structure of your actual data.
Can you please upload a Tableau Packaged Workbook which includes sample data as per the structure of the data you have available?
Hi Tony - thank you for your reply.
Unfortunately I cannot share the data, but is it fine if I prepare some sample data and share the xls file?
Create sample data which has the same structure as your source data, connect to it in Tableau and upload a Tableau Packaged Workbook.
I'd like to see a Tableau version of your 'what you're getting' sample so I can see what you've tried.
Apologies for the misspelled name ^^ - I meant Tom.
Too much of Iron Man in my head
Hi Tom - I have attached the .twbx file here for your reference. This is really a small data, but will give you the gist of what I am trying. Please let me know if you need more details or if I need to elaborate on anything.
Custom Hierarchy.twbx 21.1 KB
Your attached example doesn't contain anything that I can see on the data 'Exchange Listed' or 'Price'. So it's hard to guide you to what you want without a dataset which matches your sample.
Hi Tom - sorry but I did not get you. Do you mean that you see no data for "Exchange Listed" and "Price"?
In the sample, I have added only 2 columns that I need for the additional level of hierarchy (I gave "Price" too in the screenshot, but not in twbx file) - Exchange Listed and Ticker - and both are calculated fields derived from the raw data. Please let me know if I am missing anything.
There is no price, nor exchange listed.
You cannot achieve the display you need by creating a hierarchy.
In order to get the 'Exchange Listed', Price and Ticker to effectively display as columns, they would need to be part of the same dimension.
Company Asset Class Data Item Data Value Netflix Equity Exchange Listed NASDAQ Netflix Equity Ticker NFLX Netflix Equity Price 96.49 Tableau Fixed Income Exchange Listed NYSE Tableau Fixed Income Ticker DATA Tableau Fixed Income Price 54.2 Apple Equity Exchange Listed NASDAQ Apple Equity Ticker AAPL Apple Equity Price 108.81
Notice how the 'Data Item' contains values for each of the 'sub columns' you're trying to create.
When I load it into Tableau, it takes the form of the 'hierarchy' you need;
It's a bit of a different example to what you were trying to do, but I hope it demonstrates the difference between what you're calling a hierarchy and how tableau deals with dimensions and their values.
Thank you Tom. This is something what I had originally thought of earlier too. But the challenge is that I do not have editable rights to the underlying data source so that I could add the "Data Item" & "Data value" columns right at the source.
Is it possible to create a custom value list straight in Tableau? For e.g., I want create a Calculated field and mention:
I tried this but it gives an error - it accepts on one single value. If I am able to do this, I can drag this and put it in the hierarchy and will essentially achieve what I am looking for.
Thank you very much for your time and patience for helping me on this Tom.
No, it's not possible to create a custom value list as suggested. You either need to change the structure of the source data or use an alternative way to present it.