Hierarchical Fields

SuiteAnalytics Workbook supports hierarchical fields. Hierarchical fields work like standard record fields, but you can choose to show field values as hierarchies or child values. You can also set filter conditions at the parent or child level of the hierarchy.

Display Options for Hierarchical Fields

When you add a hierarchical field to a pivot table or chart, you'll be asked to pick how you'd like to show the field values.

You have the following options:

Display options for hierarchical fields.
  • Select Show child level only to display only the child-level values for the field.

  • Select Show single-column hierarchy to display the full hierarchy values for the field in one column or chart measure.

  • Select Show multi-column hierarchy to display each hierarchy level in a separate table column or chart measurement. If you select this and enable totals or grand totals for the pivot table, you'll see totals for each hierarchy level.

    For example, in the table below, the Item field uses a multi-column hierarchy. The table then calculates totals for each bedroom item and for the bedroom parent level.

    Multi-column hierarchy.

To change the hierarchy display for a field after adding it to a pivot table or chart, click the Field Menu icon Field menu icon in the Layout panel and select a new display option.

Hierarchical options shown in the Layout panel.

Filter Conditions for Hierarchical Fields

When you create a filter condition based on a hierarchical field, you'll see an extra Show Hierarchy option in the Filter window.

Show Hierarchy option in the Filter window.

When you turn on this option, the Filter window shows only the parent values for the field you picked. If you set a filter at the parent level, you'll only see records with that parent in your pivot table or chart. For example, say your dataset has two records with a class of New Customer, but only one has a parent class of Web Store Business. If you set a filter to exclude records with a parent value of Web Store Business, one New Customer record will be removed from your workbook visualization.

Related Topics

General Notices