Custom and Auto Hierarchy in Dashboard Widget

Hierarchy allows you to add multiple fields into a single group. It helps to view a group of data fields that is bound in widgets in a single dragging. Hierarchy can be created through following ways:

1. Auto Hierarchy.
2. Custom Hierarchy.

NOTE: Custom and Auto hierarchy can be created from dimension field and applicable for grid widget alone.

Auto Hierarchy

Auto hierarchy generates a hierarchy for all Date fields automatically along with its supported date formats.

For example, if the data source contains a date field, it generates one hierarchy field automatically in dimension section which contains default four child fields named as Year, Quarter, Month, Day.

You can drag and drop auto hierarchy into the column container and configure with grid widget as shown in following image.

NOTE: Auto hierarchy can be generated for Date field only.

Custom Hierarchy

Custom Hierarchy helps to create own hierarchy field from Dimensions section. You can create a new hierarchy field with needed child fields. It is easy to view group of data and bind with widget by using single field.

How to configure custom hierarchy

Custom hierarchy can be configured by following ways:

1. Create new custom hierarchy.
2. Add to hierarchy.

Create new custom hierarchy

Create New Hierarchy option helps to create a new hierarchy field for which field you want to create in Dimension section.

Follow the steps to create new hierarchy in Dimension section

1. When hover the dimension field, it shows action icon at the right end of the field.

2. By clicking action icon, menu popup will open as follows.

   

3. Select Create New Hierarchy option, custom hierarchy created for the selected field.

   For example, if creates a new hierarchy for Address field, a new custom hierarchy Address hierarchy created as parent field and Address created as child field.

   

Add to hierarchy

Add another field to the existing hierarchy is achieved through Add to Hierarchy.

Follow the steps to add any other field to the existing hierarchy.

1. When hover any other field, it shows action icon at the right end of the field.

2. By clicking action icon, menu popup will open along with Add to Hierarchy option.

3. When hover Add to Hierarchy option, it will be list all the created custom hierarchy fields as follows.

   

4. Select any one hierarchy in the listed custom hierarchy to add child field in it.

5. After child field added to existing hierarchy, the result as shown in the following image.

   

6. You can drag and drop custom hierarchy into the column container and configure with grid widget as shown in following image.

   

How to format custom hierarchy

Rearrange child fields

Rearrange child fields helps to change the order of child fields by dragging the field back and forth.

For example, drag the field City and drop above the field Country.

Rename parent field

This property allows you to edit a custom hierarchy parent field by using Rename option from the action icon list.

Remove parent field

This property allows you to remove all fields within custom hierarchy along with parent field. It should be done through Remove option from action icon list.

Remove Child field

This property allows you to remove a single child field by clicking close icon at the right end of the field.