Hierarchy Editor

Hierarchy Editor

Double-clicking on a Grid's hierarchy label allows you to select the members using the Hierarchy Editor:

The dialog shows the hierarchy and its members. The tree can display either the members directly, or the members grouped by hierarchy level. The Show Levels toolbar button () can be used to switch between the two modes:

Members

Levels

The tree can be expanded to its most detailed level where you can select values such as a specific name of a customer.

To select an item from the tree, either:

• Double click on the item
• Drag and drop the item into the right-hand selection area

To remove an item from the selection area, click on the delete icon at the end of the field. You can also reorder the selected items by dragging the hand icon.

If you have a large hierarchy you can use the Search toolbar field to allow you to search all levels of the hierarchy:

Having built a members list you can save it using the Save button. This can then be loaded into other reports.

Copy Existing Member

New in v8.1 is the ability to copy existing current member selections in Member Selector.

Use the CTRL key & drag icon in red border below:

There are now two entries for United States:

This can be particularly useful in certain scenarios. For example, if you are creating series of in cell charts that are highly-formatted you can format the first chart, copy the existing member selection and then update it to point to another member.

As all the formatting would be in place you will not need to do it all again.

So I have created and formatted an in-cell chart for the United States. I would now like to do the same for another member. Using CTRL and drag I create another entry:

Click highlighted icon to change the member:

You can then pick another member by clicking the drop-down – alternatively you can point to an Excel range.

I am going to pick France – click OK and I now have an entry for an in-cell chart for France as well as United States.

See Also

• Ranking, Sorting and Filtering