Creating Hierarchies

Create clear multi-level data hierarchies for intuitive drill-down analysis, enabling smooth navigation from summary metrics to detailed insights for smarter decisions.

Hierarchies allow you to structure your data in a multi-level format, enabling you to drill down into details in a step-by-step manner. For example, a hierarchy such as Country → State → City provides an intuitive way to analyze data across geographical levels. By using hierarchies, you can:

• Quickly navigate from summary-level data to granular details.

• Organize dimensions in logical sequences for better insights.

• Explore summary-level metrics (e.g., total sales by country) and drill down into details (e.g., sales by city).

How to create hierarchies

1. Under Data → Prepare → Data, select the required dataset and click on Edit.

2. Above Data Pipeline, click on the Hierarchies option.

Data → Prepare → Edit

1. The following window will be displayed if there are no exisiting hierarchies.

When no hierarchies are present

1. Click on the Plus (+) icon. This action initializes a blank hierarchy structure with no predefined fields.

Creating a new hierarchy

1. Click on the “Add New Dimension Field” button. This opens a dropdown where you can select the field to include in your hierarchy. Example: Start with "Country" as your first dimension.

2. Repeat the process to add more fields. Each field added to the hierarchy represents a level in the drill-down structure. For example, add "State" as the second level, followed by "City" as the third.

3. To create additional hierarchies, click on the + Add button.

4. Click on the Hierarchy 1 field at the top to rename the hierarchy.

5. After completing the setup, click Save or click on Cancel to dismiss. The hierarchy is now embedded in your data pipeline.