Configure Data Hierarchies
Last updated
Last updated
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By configuring data hierarchies, you can set up drill up / drill down in Bar Charts, Pie Charts, and Summary Sheets. Reference a configured data hierarchy to enable these charts to be “drilled up” or “drilled down”:
Drilling up is the process of moving from detailed-level to summary-level data. It is useful when you want to have an overall “big picture” understanding of the information.
Drilling down is the process of moving to more detailed-level data from summary-level data. Drilling down into data allows you to access valuable information from the data that you are analyzing.
By drilling up or down, you can use data at the appropriate level of detail in order to make correlations and draw conclusions.
To Configure Data Hierarchies
To access the Data Hierarchy Configuration dialog box, select Configure Hierarchies from the Author Ribbon's Condition Data section.
Add a hierarchy by clicking the Add Hierarchy button. In the Add Hierarchy dialog box, enter a name for the new hierarchy. Click OK. The new hierarchy is added to the Hierarchies column.
In the Hierarchy Data Fields section, select the applicable table name from the Table pulldown list.
Add a field by clicking the Add Field button. The Add Field dialog box is displayed. Use the pulldown list to select the applicable data to include in this data hierarchy. Optionally, you can select the Override default chart title field checkbox (a checkmark should appear) to create a unique title name for the chart. Repeat this step for each field that you want to include.
To remove a field, click on the field name to be deleted. Click the Remove Field button. The selection is removed from the list.
Note that you can move fields up or down in the list by selecting the applicable field and clicking the Move Up or Move Down buttons.
When you’ve completed data configuration, click the Close button.
The can be used to see which hierarchies are in use and where.
