The hierarchical display of values brings multiple detail levels to a single report. The more fields that take part in a hierarchy, the more flexible the report is. Multi-level hierarchies allow end-users to view data from different perspectives thus giving them total control over the data's layout. At the same time, you only have to create a single report and don't need to change a single thing to show more or less detail within the report.

There are numerous use-cases for which to enable value hierarchies. From dropping existing fields into a single area to creating additional fields with different detail levels - with the XtraPivotGrid, everything's at your fingertips. Once the hierarchy is generated, you can join fields into a non-breakable group so end-users see and use it as a single field.

How to Enable Hierarchical Value Dislay in a Pivot Report

The most obvious situation when a hierarchy may enhance a report is when the source data contains lookup fields. For instance, the car models table may contain a lookup field that refers to the trademark. In this instance, you can display a trademark-model hierarchy on an axes. You simply drop two headers into the same area to achieve this result. End-users will be able to browse compact data summarized by trademarks view details for each car model within a single report.

Join two related data tables into one and enable hierarchical view based on the master-detail (lookup) relation

Value hierarchies can also be used to provide different detail levels for a single field. To achieve this, create several XtraPivotGrid fields bound to the same data field. Apply different group intervals for each field and drag the fields to the same area to create a hierarchy.

Display a hierarchy by applying different grouping to the same data field

If built-in group intervals don't meet your needs, you can easily group values using your own criteria. In such cases, you have full control over the hierarchy - you can build any number of hierarchy levels with any degree of detail. For instance, the employee age example can be extended to transform a single Age axis into a three-level hierarchy.

Use custom grouping intervals to implement hierarchical data display

Keep Fields Together

After you've joined certain fields into a hierarchy, you may want to keep these fields together. This makes it easier for end-users to handle fields since they need only initiate a single drag and drop operation to change the location or visibility of all the fields in a group, and they will be prevented from accidentally corrupting the structure, because no additional fields can be inserted inside a field group.

To create a group at design time, you can use the XtraPivotGrid Designer.

Developer Express Pivot Grid provides a Designer dialog so you can easily create field groups

The XtraPivotGrid draws connector lines to indicate that fields are included into a group. All but the last header in a group displays an expand button that allows you to display or hide the following headers.

Connector lines visually indicate field groups

Once the group has been created, end-users can initiate drag and drop for any of the included fields... and the entire group will be affected. The image below describes how the generated group can be moved to the Field Chooser.

Dragging a field group to the Pivot Grid's built-in Field Chooser dialog

Learn More: Help Topic: Hierarchical Value Presentation | Help Topic: Field Groups | Help Topic: How to Group Fields

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