Sorting Hierarchical Data

How to:

You can use the standard By and Across sort options for multi-dimensional data sources that are set up with either the parent/child or level hierarchy model.

In addition, for parent/child hierarchies, BY automatically invokes the Hierarchy sort option. This option sorts and formats a hierarchy with appropriate indentations that clearly show the parent/child relationships. To see an example of a report that uses the Hierarchy sort option, see the parent/child example in Reporting Against Hierarchies.


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Procedure: How to Use the Hierarchy Sort Option
  1. In the Data pane, expand the Characteristics folder.
  2. Expand a Characteristic, then expand the Hierarchies folder.
  3. Double-click a field in the hierarchy to add it to the report.

Note: You can have only one Hierarchy sort field in your report. You will notice that InfoAssist automatically enforces the rule that you can only have one hierarchy in a report by graying out all other hierarchies as soon as you add a hierarchy to the report.


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