(v23) Expand and Collapse Hierarchies for a Metric Set

Expand and Collapse Hierarchies for a Metric Set

This applies to: Managed Dashboards, Managed Reports

When multiple hierarchies are added under Rows or Columns in the Data Analysis Panel, or if a multi-level hierarchy is added, you can right-click (or long-tap) values and choose Expand or Collapse. Some visualizations may also offer triangular expander buttons.

Expanding is similar to drilling down, except the other data remains displayed as before, with the values added from the level below or from the next hierarchy just for the expanded value.

Collapsing removes the values below just one value, leaving the rest of the data in place.

Use the Collapse All option to collapse all of the values of any hierarchy into a single total.

For example, you can collapse all individual years into a summary grouped by the remaining values.

Notice above how this is similar to collapsing all the individual values in the leftmost column.

Use Expand All to reverse this action.

Note: If you want to expand all of a hierarchy level's values at once to the next level of that hierarchy, e.g., expand all the years down to months, you can use the options under Change Level for this as shown in Change Levels in a Hierarchy for a Metric Set.

Unlike expanding and collapsing individual values, Collapse All is a metric set setting that is saved, and can also be found in the dialog for each hierarchy in the Data Analysis Panel by clicking its orange tile to edit it. For more details and examples of expanding and collapsing, see Expand and collapse hierarchy members.