Working with Hierarchies in a Report :: SAS(R) Visual Analytics 6.1: User's Guide

About Hierarchies

Creating hierarchies enables you to add drill-down functionality to your reports. A hierarchy is an arrangement of category columns that is based on parent-child relationships. The levels of a hierarchy are arranged with more general information at the top and more specific information at the bottom. For example, you might create a hierarchy of date-time columns with Year as the top level, Month as the next level, and Day as the bottom level.

You can also have a geographic hierarchy. For example, you might have a hierarchy with Region as the top level, State as the next level, and City as the bottom level.

You can have a maximum of two hierarchies for a report object.

Note: List tables do not support hierarchies.

Note: Crosstabs can have either a hierarchy or categories on each row or column, but not both.

In SAS Visual Analytics Designer, you can:

Create New Hierarchies for a Report

To create a new hierarchy for a report:

On the Data tab, click and then select New Hierarchy. The Create Hierarchy window is displayed.

Create Hierarchy Window
Enter a Name.
Select at least two categories and drag them to the Hierarchy list.
(Optional) Use the up and down arrows to arrange the data items in the Hierarchy list.
Click OK to save the new hierarchy. The icon identifies the new hierarchy in the list of data items on the Data tab.

Edit Hierarchies for a Report

To edit a hierarchy:

Right-click the hierarchy name on the Data tab and select Edit Hierarchy. The Edit Hierarchy window is displayed.

Create Hierarchy Window
Edit the Name, add at least two categories, or remove a category (or categories) from the Hierarchy.
Click OK to save the updated hierarchy.

Delete a Hierarchies for a Report

To delete hierarchies:

Right-click the hierarchy name on the Data tab and select Delete Hierarchy.
Click Yes in the confirmation message that is displayed.

Remove Hierarchy Confirmation Message