Add or Edit Levels for Rows, Columns, or View Filter

A shortcut to adding levels is using the Add Levels icons  provided in the Navigation Panel (for rows and columns) and in the View Filter. Click the icon for the spot where you want to add levels (rows, columns, or View Filter) and select what you want to add from the Add Hierarchies window. After the add, use drag and drop to arrange the items in the desired order.

The tasks that follow provide another means of adding levels. Use this route if you prefer to search for levels while adding them or prefer to arrange them in a desired order before adding them to the view.

1.   Access the Edit window in one of two ways:

In view explorer, right-click the Rows, Columns, or View Filter folder and select Edit.

OR

Right-click any level or attribute relationship within the grid or view filter and choose Edit. From the pop-up menu, choose Rows, Columns, or View Filter.

2.   In the Edit window, use one of the following methods to select the desired hierarchies from the available selection list in the top portion of the window and move them to the selected list displayed in the bottom portion of the window. If needed, use the search fields at the top of the window to narrow down the hierarchies to choose from.

3.   If there are multiple pages of hierarchies in the available selection list and you did not use the Add All method during the previous step, use the provided navigation arrows in the list to browse to other pages where you can select additional hierarchies.

 

4.   {Optional} Rearrange the order of the items in the bottom portion of the window by clicking them then clicking the up or down arrow buttons until they are each in the desired position.

Note: You can also wait to rearrange using drag and drop once the items are in view explorer or the view.

5.   Click OK to return your selections.

6.   {Optional} Customize captions for any level you just added: