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Expand a Hierarchy in a Chart
Related Information
In a chart with hierarchical data, you can change the hierarchical level or expand a hierarchy.
If you have hierarchical data in your chart, you can explore the data at different levels.
Depending on the type of chart you have, you can do the following:
Chart with at least one hierarchical dimension: you can expand a hierarchy in your
chart to display multiple levels of members at the same time, or you can drill up and
down through the hierarchical dimensions.
Waterfall chart with hierarchical values: you can expand or collapse the chart to
explore the data at different levels.
Time Series chart: you can change the hierarchy level to see the data aggregation at
different granularity settings.
You can expand dimension hierarchies in a chart to view finer granularity of the data. You
can also display more than one level of the hierarchy at the same time, similar to how
expanded levels are displayed in a table.
The Drill dialog gives you control over which level of data is displayed as well as
whether to include the parent levels.
The Expand/Collapse option within the chart expands or collapses data by one level each
time you select it.
Tip
When you have a linked analysis set in your story and you expand or drill into a chart, all the
charts with the same hierarchy level will be refreshed to show the new level.
Note
When you add a filter to the chart, the hierarchy level is reset to level 1. The drill level is now
at level 1 relative to the filter.
If you also select Include Parent Levels, the selected level and its parent
levels are displayed in the chart.
If the chart contains more than one hierarchical dimension, you can select which dimension
to drill into.
Note
Do the following to add a hierarchical dimension to a Numeric Point chart:
For example, you can select one or more bars in a bar chart.
2. Right-click and select Drill Down or Drill Up, and then select the dimension
to drill on.
You can also show all levels of the hierarchy by choosing Expand/Collapse.
3. To reset the drill option, in the title area for the chart select (Set Drill)
Reset.
Note
Selecting Reset will reset the drill level to 1, not to any other level that you may
have set.
Set one or more data points to be the intermediate or total sum: select ( ).
3. To remove the drill option, in the title area for the chart select (Set Drill) and then
choose (Reset).
In your story, you can change the hierarchy level of a Time Series chart to show Year,
Quarter, Month, and so on. When you change from a more granular to a less granular interval
such as from Month to Quarter, the new view displays an aggregated value for the interval.
3. If the level of granularity that you want is not available, in the Builder, find the
date dimension and then select Filter by Range.