Set up a Hierarchy

Data in SysTrack Dashboard can be organized hierarchically in order to consolidate the display of repeated rows of cell values in a more efficient manner. Data can be displayed hierarchically in both Grids and Bubble diagrams.

Data displayed in a hierarchical grid can be expanded and collapsed by click the plus or minus symbols to the right on the categories in the hierarchy.

The Bubble diagram can display a visual representation of hierarchical data. In the Hierarchy Bubble diagram below, the larger blue circles represent parent levels.

  1. Select the Query Data block in the dashboard for which you wish to display hierarchical data.
  2. Expand the Hierarchy Setup section in the Properties pane, and select the Enable check box.

  1. Enter a name for the hierarchy in the Hierarchy Name field. This will be the text that appears as the name for the column that contains the hierarchy.

  2. In the Aggregate Function field, select from the following options on the drop-down list how to treat additional columns that are not specified as Levels:

    • None: Automatically used for non-numeric columns
    • Average: The parent value will be the average of its children
    • Sum: The parent value will be the sum of its children
    • Maximum: The parent value will be the value of its largest child
    • Minimum: The parent value will be the value of its smallest child
    • Count: The parent value will be the number of children with values
    • Distinct: The parent value will be the number of children with distinct values

  1. Specify the columns to use as levels, in hierarchical order by first selecting the top of the hierarchy from the Levels drop-down list.

  1. Use the New Level button to add additional levels in hierarchical order.
  2. If you wish to delete a level click the X to the right of that level.
  3. If you update the SQL query in the Query section, use the Refresh Fields button to update the drop-down list in the Levels field.

  4. When you are done, click Apply to save your changes.

  5. To apply the hierarchy to a Grid block connected to the query, select the Grid block, and check the Show Hierarchy if Present box.

    Or, if you have a Bubble Diagram connected to this query, complete the following steps to apply the hierarchy:

    1. Select the Bubble Diagram block.
    2. Select the Hierarchy column that you named in Query block (in step 1 above) from the Label column drop-down list.

  6. When you are done, click Apply to save your changes.