# Configure Data Hierarchies

[Watch a video about using and configuring Hierarchies in our tutorial page](https://www.advizorsolutions.com/Help/Central/7.2/).

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

1. To access the Data Hierarchy Configuration dialog box, select **Configure Hierarchies** ![](https://1916279106-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lf5YcsNySU3Og8Ms9rA%2F-Lf5ZCyAZIyYzxDLDEKS%2F-Lf5ZyTKK5mLn4wim3wn%2F70-Configure-Hierarchies.png?generation=1558109759721929\&alt=media) from the Author Ribbon's Condition Data section.
2. 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. 
3. In the Hierarchy Data Fields section, select the applicable table name from the **Table** pulldown list. 
4. 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. 
5. To remove a field, click on the field name to be deleted.  Click the **Remove Field** button.  The selection is removed from the list. 
6. 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. 
7. When you’ve completed data configuration, click the **Close button**. 

The [Project Workshop](https://help.advizorsolutions.com/v7.2+/using-advizor/author-ribbon/condition-data/project-workshop-view) can be used to see which hierarchies are in use and where.