Working with the Supporting Detail Hierarchy

The supporting detail hierarchy should reflect the type of information that supports the cell values and the mathematical operators that create the relationships.

  To create or change the supporting detail hierarchy:

  1. In a form, select the cells with supporting detail.

  2. Select Edit, and then Supporting Detail.

  3. Create or change the rows in the hierarchy that provide the detail for the data values by putting the cursor on an item and clicking the options in this table:

    Option

    Result

    Add Child

    Adds an item one level below the selected cell. You can add unlimited children, but consider the potential performance impact.

    Add Sibling

    Adds an item at the same level as the selected cell. You can add unlimited siblings, but consider the potential performance impact.

    Delete

    Removes the selected item

    Delete All

    Simultaneously removes all supporting detail

    Promote

    Moves the selected item to the next-higher level

    Demote

    Moves the selected item to the next-lower level

    Move Up

    Moves the selected item before its sibling predecessor

    Move Down

    Moves the selected item after its sibling successor

    Duplicate Row

    Adds a row below the selected item, duplicating its structure (text, operator, and values)

    Refresh

    Gets the latest stored database values, restoring the previously saved values, and possibly overwriting changes you just made.

  4. Click Save.

    The save operation stores the detail text, values, and aggregate values.