View Hierarchy Reports

Hierarchy Reports are a class of reports in which the data is naturally organized and presented in a hierarchical structure within a grid. Both balanced and unbalanced hierarchies may be represented in a hierarchy report, although unbalanced hierarchies benefit the most from hierarchy reporting features. Unbalanced hierarchies are hierarchies with branches that descend to inconsistent levels.

Many organizations have aspects of their business that are organized in unbalanced hierarchies. In an employee hierarchy, different parts of the organizational structure have more management levels than others. Other typical examples include a chart of accounts, complex product portfolios, and multinational geographic groupings.

You can expand or collapse every level of a hierarchy.

Open a dashboard that contains a hierarchy report.
Click the or icons to expand or collapse hierarchical attributes and view additional levels.
To expand all lower levels at the same time, right-click a hierarchical attribute and choose Expand All Lower Levels.

Filter Hierarchical Attributes in Hierarchy Reports

There are additional options for filtering hierarchical attributes in hierarchy reports.

Click Filter to view the Filter panel.
Click on a hierarchical attribute filter to expand it. The Filter panel displays the hierarchy elements in a tree. You can expand or collapse the elements as necessary. Groups of elements can be selected or deselected with the use of shortcut buttons.
To select a branch, along with its children, select the corresponding checkbox. A Refresh icon next to a branch means that any new child elements in your database are automatically included in the report.

If necessary, you can remove all of your filter selections by clicking Clear Filter.

To select a branch, without selecting its children, hover over the branch and click Single Select .
To select a level, click Level Select and Select for the corresponding levels in the pop-up dialog. A Refresh icon next to a level means that any new child elements in your database are automatically included in the report.
To clear a branch selection, along with its children, deselect the corresponding checkbox.
To clear a branch, without clearing its children, hover over the branch and click Single Deselect .
To clear a level selection, click Level Select and Clear for the corresponding levels in the pop-up dialog.
You can search for hierarchical attribute elements using the Search box. To perform a text search across all levels, choose All Levels from the drop-down.

To perform a text search across a specific level, choose the level from the drop-down.

Enter the search text in the box and press Enter. The corresponding hierarchical attribute elements appear.
Make the necessary filter selections.
Click Apply.