Work with Hierarchies in a Chart (Optimized Story Experience)

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.

Expand a Hierarchy in a Chart

Note

Your chart must have at least one hierarchical dimension.

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.

How to Expand a Hierarchy in a Chart

Select your chart.
To display the hierarchy expansion dialog, do one of the following:
- From the Builder, find your dimension and select (Hierarchy).
- In the chart, right-click and select Drill.
  
  If more than one dimension is listed, select the appropriate dimension.
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 Drill resets the drill level to level 1.
- To switch to a different hierarchy or to change to a flat presentation of the data, select Change Hierarchy. To hide parent members in the chart, select Show only leaves in widget.
  
  The drill dialog title shows either the name of the specific hierarchy or Flat presentation.

Displaying Date Details When Using Flat Presentation

When your hierarchy is shown as a flat presentation, you can choose whether your date values will display additional details, such as year or quarter.

For example, your date dimension shows months as “Jan”, “Feb”, “Mar”, and so on. You can choose to now include the year (if applicable) in parentheses: “Jan (2022)”, “Feb (2022)”, “Mar (2022)”.

The following conditions need to apply for this feature to be available:

The hierarchy is shows as a flat presentation.
The dimension is a time or date dimension.
The dimension is a system-managed dimension.

Note

The date clarification feature is not available for the following conditions:

The chart is a Time Series chart.
The model is an SAP BW model.

Select the chart that has a date dimension.
In the Builder panel, select the date dimension.
Select Display Options Date Clarification.

Drill Through Hierarchical Data

If hierarchical dimensions are included in a chart, you can drill up or down through dimensions to explore the data at different levels.

If the chart contains more than one hierarchical dimension, you can select which dimension to drill into.

Note

To add a hierarchical dimension to a Numeric Point chart, do the following:

In the Builder panel, navigate to the Chart Add-Ons section, and then select Trellis.
In the Trellis section, select Add Dimension and then select your hierarchical dimension.

How to Drill Through Hierarchical Data

Select an area in the chart or a label on the axis.

For example, you can select one or more bars in a bar chart.

The selected area in the chart is highlighted.
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.
To reset the drill option, right-click in the chart, select Drill, select a dimension, and then select Reset Drill.

Note

Selecting Reset Drill resets the drill level to 1, not to any other level that you may have set.

Drill Through Waterfall Charts

If hierarchical values are included in a Waterfall chart, you can expand or collapse the chart to explore the data at different levels.

How to Drill Through Waterfall Charts

Select an area in the chart or a label on the axis.

The selected area in the chart is highlighted.
In the menu that appears, do one of the following:
- Chart has only one Account measure: select (Expand Account or Collapse Account).
- Chart has a measure and one or more dimensions: select (Expand or Collapse) and from the list, select the measure or dimension.
- Set one or more data points to be the intermediate or total sum: select ().
To reset the drill option, right-click in the chart, select Drill, select an account, and then select Reset Drill, or select All Levels.

Change the Hierarchical Level in a Time Series Chart

You can change the hierarchy level in a Time Series chart to see the data aggregation at different granularity settings.

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.

How to Change the Hierarchical Level in a Time Series Chart

In your story, select your Time Series chart.
Right-click and select Drill, select the date or time dimensions, and then select a different level of granularity.
If the level of granularity that you want is not available, in the Builder, find the date dimension and then select Filter by Range.
1. In the dialog, select Hierarchy and choose your new option.
2. (Optional) Change the Granularity and range values.
3. When you have finished making changes, select OK.