How to configure Hierarchy option

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Overview

Add Hierarchy functions as an extra header in your report that creates a grouping of your selected report fields or data. It gives the report a segmentation or separation which can easily be read by the end user.

To create a super header, make sure that the report fields you have chosen are next to each other in the report fields list. Configuring this option while the two fields are not next to each other will give you an error.

This can be applied to the grid/table report or aggregate grid report.

Add Hierarchy to Grid / Table Report

1. Once in the builder interface, under Preview section, click Config button.

2. Select Hierarchy option.

3. Click Add New

4. Select a field from the drop-down menu

5. Type in the Group Title.

6. Click Save

7. Under Data Grid Hierarchy, the newly added hierarchy will show

8. Click Save & Apply

9. The newly hierarchy will appear above the selected report field.

10. A successful Add Hierarchy configuration will appear below the selected report field.

Add Hierarchy to Aggregate Grid Report

1. Follow the steps above, then click Visualization

2. Select Aggregate Grid

Follow the steps in this article on how to configure your aggregate grid report.

3. Once the aggregate grid report is configured, the Hierarchy option that has been configure previously will automatically apply to the new type of report. It should look like this with the hierarchy header on top of the configured report field.

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And there you have it! You now know what add hierarchy option does and how to configure it!