Expanding Hierarchies in a Chart

You can expand a hierarchy in a chart and display multiple levels for all members at the same time.

Prerequisites

Your chart must have at least one hierarchical dimension.

Context

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.

Procedure

  1. Select your chart.
  2. To display the hierarchy expansion dialog, do one of the following:
    • From the Builder, find your dimension and select (Drill).

    • In the chart subtitle area, select (Set Drill).

      If more than one dimension is listed, select the appropriate dimension.

  3. From the Drill dialog, select a level.
    • If you also select Include Parent Levels, the selected level and its parent levels are displayed in the chart.

    • Selecting Default removes the drill level.

    • Selecting Reset resets the drill level to level 1.

    • Selecting Set Hierarchy from the drill menu in the Builder lets you use a different hierarchy for the dimension, or show a flat presentation instead. To hide parent members in the chart, select Show only leaves in widget.

Results

The chart displays all selected levels for the specified hierarchical dimension.