Apply Hierarchical Groups

This applies to: Visual Data Discovery

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

To use a hierarchical group in your pivot table:

  1. Create a pivot table visual from your hierarchical data source.

  2. Select the Settings sidebar menu, then select Edit Row Groups ().

    Select a hierarchy group

  3. Select a hierarchical field to use, then select Continue to define column groups and metrics for your visual.

    You can't use other fields in row groups if you have selected a hierarchical field. The hierarchical field will be the only row in the rows dimension.

  4. Optionally, select Edit Column Group () to add a field or fields to column groups.

  5. Select metrics to use in your pivot table. Optionally, enable Rollup for the metrics, if supported. This shows the rolled up value of all child values at each hierarchy level.

  6. Select Apply to apply your changes. You can now expand and collapse the hierarchical data you defined in your visual.

    Not all data in your sources may display in your visual due to rows per page settings. The default display of rows is 200, including the parents and root node. Adjust the Rows per Page in the Display Settings.