Replace Data in a Metric Set with a Hierarchy

This applies to: Managed Dashboards, Managed Reports

If you are working with data directly from a database, spreadsheet, or another regular table of data that was not prepared as a cube, you can replace a regular column with a hierarchy from the Explore window.

  • Date/time columns can be expanded in the Explore window to find time dimension hierarchies and attributes, which you can drag onto the Data Analysis Panel or your visualization to group by time periods such as Year, drill up & down, and more. You can expand a hierarchy and drag a specific level you want to group by, or change the level later.

    Replacing with a Hierarchy > Set Time Dimension

  • If you already added data related to a hierarchy that was created or if you dragged date/time data without a time dimension, drag the hierarchy from the Hierarchies or Time Dimensions folder on top of it in the Data Analysis Panel. You can also drop a simple column displaying friendlier names on top of a column of IDs or keys. See Automatic joins and hierarchies for details.

    Replacing with a Hierarchy > Metric Set Hierarchies