Implement a hierarchy

With the necessary hierarchy columns created, a hierarchy structure can be implemented in the data model.

  1. In the Fields list of the Report view select the Account Level 2 field and drag it on top of the Account Level 1 field
    • A hierarchy will be created. Right-click the hierarchy and give it a name such as Account Level Hierarchy
  2. Drag the Account Level 3 field on top of the name of the hierarchy. Repeat this for all other account level columns. 
Hierarchy in Field List
  • The hierarchy can now be added to visuals with a single click. Drill down is available to navigate all six columns.  
Matrix Visual of Account Hierarchy
With the hierarchy in the Fields list, usability may be improved by hiding the individual columns. However, individual columns are needed to view a different order of the columns or to view the columns of the hierarchy on opposing axes.
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