Configure Data Hierarchies
By configuring data hierarchies, you can set up drill
up/drill down in Bar Charts, Pie Charts, and Summary Sheets. Reference
a configured data hierarchy to enable these charts to be “drilled
up” or “drilled down”:
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Drilling up is the process of moving from detailed-level
to summary-level data. It is useful when you want to have an overall
“big picture” understanding of the information.
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Drilling down is the process of moving to more detailed-level
data from summary-level data. Drilling down into data allows you
to access valuable information from the data that you are analyzing.
By drilling up or down, you can use data at the appropriate level
of detail in order to make correlations and draw conclusions.
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Procedure: How to Configure Data Hierarchies
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To access the Data Hierarchy Configuration dialog
box, select Setup Hierarchies from the Task
View or Tools menu bar item.
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Add a hierarchy by clicking the Add Hierarchy button.
In the Add Hierarchy dialog box, enter a name for the new hierarchy.
Click OK. The new hierarchy is added to the
Hierarchies column.
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In the Hierarchy Data Fields section, select the applicable
table name from the Table pulldown list.
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Add a field by clicking the Add Field button.
The Add Field dialog box is displayed. Use the pulldown list to
select the applicable data to include in this data hierarchy. Optionally,
you can select the Override default chart title field check box
(a checkmark should appear) to create a unique title name for the
chart. Repeat this step for each field that you want to include.
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To remove a field, click on the field name to be deleted.
Click the Remove Field button. The selection
is removed from the list.
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Note that you can move fields up or down in the list
by selecting the applicable field and clicking the Move Up or Move
Down buttons.
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When you have completed data configuration, click the Close button.
The
Project Workshop can be used to see which hierarchies are in use
and where.