Selecting Records in a Hierarchy

If you are reporting with a parent/child hierarchy you can display specific members of a hierarchy using a When condition. In addition, you can use a Show command to specify the data to show in the report output relative to the hierarchy members selected in the When condition. If there is no When condition, the Show command is applied to the root node of the hierarchy.

Procedure: How to Select Data in a Parent/Child Hierarchy

Right-click a Hierarchy sort field and select Filter Values from the context menu.
The Filter tool opens. The hierarchy you are working with is automatically selected. To retrieve a list of values, click the Values button on the Filter toolbar. You can only create a When expression with fields in a hierarchy. Characteristics, properties, or measures cannot be used.
Create an expression.

Procedure: How to Show a Range of Data in a Parent/Child Hierarchy

Right-click a Hierarchy sort field and select Show from the context menu.
The Show dialog box opens.
In the From and To drop-down lists, select your From and/or To options. These specify the range of values in the hierarchy that you want to show in the report output.
Click OK.

Reference: SHOW Tool

Show dialog box

From: Select either TOP or a level number. TOP specifies that measure values for the ancestors of the selected node to the root node appear in the report.
To: Select either BOTTOM or a level number. BOTTOM specifies that measure values for the descendants of the selected node up to the leaf nodes of the hierarchy appear in the report.

Context Menu Options for Cubes in Interactive View

If Data From Source is selected in the InfoAssist Control Panel, Interactive view displays the actual report output as you drag measures and characteristics onto the screen. You can then adjust which characteristic values display on the output. Right-click on a value to open the following context menu:

Data From Source

The top option on the context menu (Keep - value) keeps the value and removes all of the other values from the report output. You can then select additional subcategories to display on the report for that selected value.
The second option on the context menu (Remove - value) removes that value and leaves all of the other values on the output. You can then select additional subcategories to display on the report for the remaining values.
The third option on the context menu (Filter Values) opens a specialized version of the Filter Values dialog box:

The values from the data source are preloaded into the Data Values pane. You can then multi-select the values you want to keep on the report. To do so, select each value you want and click the arrow between the two panes to move it to the Selection Values pane. Note that the only operators available in this version of the Filter dialog box are EQUAL to and NOT EQUAL to. When you click OK, only the values you selected display on the report output.

Note: If you want to retrieve the values you deleted, click the Undo button on the InfoAssist Quick Access toolbar.