Hierarchical Fields and Structures

This applies to: Visual Data Discovery

Hierarchical fields are enabled by default at the server level. Work with Technical Support to disable.

Symphony now supports common hierarchical structures you can use to visualize and organize your data. Hierarchies create parent-child tree-based, and field-level hierarchical structures using your source data.

When you organize your data in Symphony in hierarchies, it's easier to access for analytical processing, for data traversal, and keyword searching. To view your data in a hierarchical format, create a data source that defines a hierarchy using data in an adjacency list structure, add one or more hierarchy fields to your data source, and use the hierarchical field in the context of a group or filter on pivot table visuals or other visuals.

See the following topics for more information:

• Define a Hierarchical Data Source
• Edit a Hierarchical Data Source
• Define a Hierarchy Field for Your Data Source
• Apply Hierarchical Groups
• Apply Hierarchical Filters to a Pivot Table Visual
• Apply Hierarchical Filters to Visuals

Limitations

• Cycles in hierarchies are not supported.
• Hierarchical groups are only available in the Pivot Table visual as a single hierarchical group in rows.
• When you use a hierarchical group, simple metrics are calculated for all hierarchy levels by default. Specify Use Rollup to roll data up to parent levels as needed.
• Data sharpening and viewing data changes using the time bar are not available.
• By default, simple metrics are included; enable Use Rollup to roll data up to the parent levels.
• Aggregate filters are not available.
• Pagination is not supported in pivot table visuals that use hierarchical groups. To view your entire hierarchy, adjust the rows per page limit to accommodate all items of the hierarchy.