Apply Hierarchical Filters to a Pivot Table Visual

This applies to: Visual Data Discovery

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

To apply a hierarchical filter to a pivot table.

  1. Open the Filter sidebar menu of a pivot table that uses a hierarchical group.

  2. Select Add Filter. The Add Filter work area opens.

  3. On the Row tab, select an available Hierarchy to filter. The Select Values work area opens.

    The default Operator, Equals or Descendants Of, is selected. When used in this filter, Symphony selects data for nodes equal to the selected node, and its descendants. You can only select a single node in a hierarchical filter.

    Select a node to filter your hierarchical data

  4. Select a node to use. Symphony selects the node, data for nodes equal to the selected node, and its descendants.

  5. Select Continue to apply your changes.

  6. Optionally, add any other filters you need.

  7. Select Apply to apply your filters to the pivot table.