1. What is a Hierarchy?

A hierarchy is a structure used to represent the layered relationship of data, typically applied in time, geography, organizational structure, etc. Here are some examples:

• Time Hierarchy: Year → Quarter → Month → Day
• Geography Hierarchy: Country → State → City
• Product Hierarchy: Category → Subcategory → Product Name

After creating a hierarchy, users can analyze data step by step based on the hierarchy in reports, making it easier to aggregate and drill down into the data.

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2. How to Create a Hierarchy?

2.1 Access the Model Editor

1. Select a model and enter the Model Editor.

   

2.2 Create Hierarchy

1. In the model area, select the field to create a hierarchy, such as product_family.

   

2. Right-click the field or use the menu to select "Create Hierarchy".

   

3. Below the field, a hierarchy product_family_hierarchy is generated, which contains the selected field product_family.

   

4. Add other fields to the hierarchy.

   • Right-click the product_department field or use the field menu, select Add to Hierarchy → product_family_hierarchy to add the field to the hierarchy.
   
   • Drag and drop the field into the hierarchy.
   

5. Add product_category and product_subcategory to the hierarchy structure sequentially.

   

6. Save the model to complete the hierarchy creation.

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2.3 Adjust the Hierarchy Relationship

In the Hierarchy Management Interface, drag and drop fields to adjust their order according to the logical structure.

### **2.4 Delete a Hierarchy** - **Right-click the hierarchy** and select "Delete Hierarchy" to remove the hierarchy, without deleting the original fields.

## 3. Using Hierarchies in Visualization

3.1 Add Hierarchy to a Visualization Component

1. In the Analysis Report Editor, select a visualization component that supports hierarchies (e.g., bar chart, line chart).

2. Drag the created hierarchy into the X-axis or Y-axis.

3. The Enable Drill Down button will appear in the chart toolbar. Once enabled, you can drill down by hierarchy to view more detailed data.

   

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5. Hierarchy Use Cases

Scenario	Example Hierarchy
Time Analysis	Year → Quarter → Month → Day
Geography Analysis	Country → State → City
Product Classification	Category → Subcategory → Product
Sales Channel Analysis	Region → State → Salesperson

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📌 Related Content

• How to Manage Data Models
• How to Create Calculated Fields
• How to Set Data Filters
• How to Establish Table Relationships