Inforiver
Analytics+
Analytics+
  • Introduction to Analytics+
    • Installing Analytics+
      • Install for yourself
      • Installing from AppSource
      • Installing for your organization
    • Licensing and manual renewal
  • Working with Analytics+
    • 1. Navigating the Analytics+ toolbar
      • Chart toolbar
      • Card toolbar
      • Table toolbar
    • 2. Data Management
      • Advanced pivot
      • Adding calculated measures
    • 3. Charts
      • 3.1. Charts - getting started
      • 3.2. Quick options - charts
        • X-axis customizations
        • Y-axis customizations
      • 3.3. Configure measures for charts
      • 3.4. Configure dimensions for charts
      • 3.5. Chart discoverability
      • 3.6. Data label customizations
      • 3.7. Deviation
      • 3.8. Display settings for charts
        • Charts - canvas settings
        • Charts - axis settings
        • Charts - number settings
        • Charts - legend settings
        • Charts - other settings
          • Charts - tooltip settings
    • 5. Cards
      • 5.1. Cards - getting started
      • 5.2. Quick options-cards
        • KPI customizations
        • Chart customizations
      • 5.3. Configure measures for cards
      • 5.4. Configure dimensions for cards
      • 5.5. Insight charts
      • 5.6. Variance customizations
      • 5.7. KPI containers
        • Working with Groups
        • Working with Flex components
      • 5.8. Inserting formulas & text
      • 5.9. Card customizations
      • 5.10. Display settings for cards
        • Cards - canvas settings
        • Cards - number settings
        • Cards - legend settings
        • Cards - axis settings
        • Cards - other settings
          • Cards - tooltip settings
    • 6. Tables
      • 6.1. Tables - getting started
      • 6.2. Quick options - tables
      • 6.3. Configure measures for tables
      • 6.4. Configure dimensions for tables
      • 6.5. Formatting data
      • 6.6. Number formatting
      • 6.7. Inline charts
      • 6.8. Blend measures
      • 6.9. Row gripper options
      • 6.10. Display settings for tables
        • Tables - canvas settings
        • Tables - number settings
        • Tables - other settings
          • Tables - tooltip settings
    • 7. Trellis customizations
      • Charts trellis layout
      • Cards trellis layout
      • Tables trellis layout
    • 8. Customize measures
      • Charts measure series
      • Cards measure series
      • Tables measure series
    • 9. Splitting and grouping measures
      • Splitting and grouping: charts
      • Splitting and grouping: cards
      • Splitting and grouping: tables
    • 10. Conditional formatting
      • One-click rules
        • One click rules for charts
        • One click rules for cards
        • One click rules for tables
      • Configuring rules
        • Configuring rules for charts
        • Configuring rules for cards
        • Configuring rules for tables
        • Variable conditional formatting rules
        • Applying conditional formatting rules
      • Setting color scales
      • Managing rules
    • 11. Sort & Reorder data
      • Sorting data
      • Advanced sorting
      • Reordering data
    • 12. Ranking data - TopN
      • Ranking for charts
      • Ranking for cards
      • Ranking for tables
      • Dynamic ranking with numeric parameters
    • 13. Adding notes
      • Notes for charts
      • Notes for tables
    • 14. Data selection
    • 15. Working with hierarchies
      • Hierarchies in charts
      • Hierarchies in cards
      • Hierarchies in tables
      • Unbalanced hierarchies
      • Single child hierarchies
    • 16. Summary tables
    • 17. Backup and restore
    • 18. Context awareness
    • 19. Image support
      • Images in cards
      • Images in tables
    • 20. Analytics
      • Reference line
      • Reference band
      • Error bar
      • Trend line
      • Additional series
    • 21. Keyboard shortcuts
    • 22. Reading view access
    • 23. Row aggregation
  • Storyboard
    • Element customizations
    • Board customizations
    • Working with textboxes
    • Uploading images
    • Using shapes
    • Inserting slicers
    • Element interactions
    • Layers
    • Navigation
      • Play axis
    • Annotations
  • Gantt chart
    • Gantt: Canvas settings
      • Gantt: General settings
      • Gantt: Column settings
      • Gantt: Grid settings
      • Gantt: Timeline settings
    • Gantt milestones
    • Gantt: Data label settings
    • Gantt: Conditional formatting
    • Gantt: Web URLs
    • Gantt resource
    • Gantt: Zoom levels
  • Quick charts
    • Waterfall charts
    • Marimekko
    • Column/Bar charts
    • Bullet charts
    • Area charts
    • Pie charts
    • Treemap charts
    • Radar/Polar charts
    • Funnel charts
    • Sunburst charts
    • Bubble charts
    • Boxplots
    • Histogram
    • Gauge
    • Storytelling charts
      • Range charts
      • Ribbon chart
      • Tornado chart
      • Multi-variate charts
      • Sankey charts
    • Combo charts
  • Release notes
    • Analytics+ April 2025 update - Release 4.7
    • Analytics+ March 2025 update - Release 4.6
    • Analytics+ January 2025 update - Release 4.5.
    • Analytics+ January 2025 update - Release 4.3
    • Analytics+ November 2024 update -Release 4.2
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On this page
  • 1. Hierarchical axis data
  • 1.1. Drill down and rollup
  • 1.2. Selecting a specific categories
  • 1.4. Expand and collapse
  • 2. Hierarchical trellis
  1. Working with Analytics+
  2. 15. Working with hierarchies

Hierarchies in cards

PreviousHierarchies in chartsNextHierarchies in tables

Last updated 1 year ago

1. Hierarchical axis data

If your reports use hierarchical dimensions as Axis parameters, Analytics+ allows you to expand and collapse the hierarchy and traverse the hierarchy with drill-down and roll-up. With these features, you can focus on specific levels of the hierarchy by expanding only those levels. Let's add a date hierarchy to the axis to see this action.

1.1. Drill down and rollup

When you add a hierarchy to the axis parameter, Analytics+ renders the data rolled up to the highest level of the hierarchy i.e. the root level.

1.2. Selecting a specific categories

After you drill down, you can select a category within the hierarchy level. In this example, we have drilled down to the month level and Q4 is displayed for all 3 years. You can choose a specific year or a specific quarter from the dropdown.

  • We've changed the quarter from Q4 to Q2. Notice how the months change from Oct - Dec to Apr - June.

  • You can also select the small multiple category from the dropdown.

1.4. Expand and collapse

When the hierarchy has been fully expanded to the lowest level (using the branch icon) you will be able to expand and collapse any level of the hierarchy. You can focus on specific levels of the hierarchy by expanding only those levels.

Expand/collapse options are enabled only when Category grouping is enabled.

  • Navigate to Display settings > Axis > X-Axis > Category grouping to enable it for charts.

2. Hierarchical trellis

Analytics+ allows you to add hierarchies as row and column dimensions in small multiples mode.

You can also expand and collapse the hierarchies added to row and column dimensions. In the example, we have collapsed the US region and Beverages category.

Drill down: Click the icon to drill down to the next level. you can traverse the hierarchy to the lowermost level using this icon. Click the images below to see how we've drilled down from the highest level (year) to the quarter level and then to the lowest level (month).

Roll up: Click the icon to roll up to the next level. You can traverse the hierarchy and roll up to the root level. Click the images below to see how we've drilled up from the lowest level (month) to the quarter level and then to the highest level (year).

Fully expand: Click on the icon to fully expand the hierarchy to the lowest level. Click the icon again to roll up to the root level.

Adding hierarchies to the axis parameter
Year level
Drill down to quarter level
Drill down to month level
Month level
Drill up to quarter level
Drill up to year level
Highest level of the hierarchy
Fully expanded hierarchy
Selecting a quarter
Q2 selected
Selecting a small multiple category
Region changed from APAC to Pacific
Expand collapse selected levels of the hierarchy
Hierarchical row and column dimensions
Expanding and collapsing hierarchical dimensions