Understanding Hierarchies
Hierarchies are pre-configured sets of information organized in a structure so that one level is the parent of another. Examples of hierarchies include dates (year > month > day) or business categories (organization > group > user).
You can use hierarchies to visualize data at various levels granularity and to help identify trends in your information more easily.
Drilling Down vs. Expanding Hierarchies
The best use of these two actions depends on the visual you are viewing, and the amount of data within that visual:
- Drill Down shows you data while navigating through the selected hierarchy. Each step shows new information. There are two ways to drill down:
Selecting Drill down on click, then selecting a single data point displays more details about that data point. For example, drilling down from year to month shows data for the month in selected year.
Selecting Drill down displays information at the next level in the hierarchy. For example, drilling down from year to month shows you all monthly data, regardless of which year it is in.
Expand Hierarchy shows you all data with an additional level of hierarchy applied. Each expansion displays the same information and adds one level of new information to it. For example, expanding the hierarchy from group level shows all groups and the users assigned to each of those groups.
