Summary

This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard and provides a method to select and visualize hierarchies on a dashboard.

Details

This article explains how to configure the calculation of the level of a list in a hierarchy in order to apply specific calculations (custom summary) or filters by level on a dashboard.

In this example, we have an organized hierarchy of 4 levels (Org L1 to Org L4). For each item in the hierarchy, we want to calculate a module value that returns the associated level that is to be displayed on a dashboard.

Notes and Platform Context

    • The technique addresses a specific limitation within dashboards where a composite hierarchy's list level cannot be selected if the list is synchronized to module objects on the dashboard.
select levels on dashbaord.jpg
  • The technique uses a static module based on the levels of the composite structure used for filtering of the object on a dashboard.
  • The technique is based on utilizing the Summary Method "Ratio" on line items corresponding to the list levels of the composite hierarchy to define the values of the filtering line items. Note that this method is not a formula calculation, but rather a use of the Summary Method Ratio on each line item applied to the composite hierarchy.

Example List

In this example, a four-level list composite hierarchy list is used. The hierarchy in this example has asymmetrical leaf items per parent:

001.png

002.png

Defining the Level of Each List

In order to calculate the level of each item in each of the lists L1 - L4, we need to create a module that calculates the associated level of each member by this technique:

1) Create as many line items as levels of hierarchy, plus one technical line item.

2) Configure the settings in the blueprint of the line items of this filtering module, per this example and table:filter blueprint.png

Line Item

Formula

Applies to

Summary

Summary method Setting Ratio

Technical line item*

1

(empty)

Formula

 

Level or L4 (lowest level)

4

Org L4

Ratio*

L3 / Technical

L3

3

Org L3

Ratio

L2 / Technical

L2

2

Org L2

Ratio

L1 / Technical

L1

1

Org L1

Ratio

L1 / Technical

 

 

 

 

 

         

When applying these settings, the filtering module looks like this:

*Note the Technical line item Summary method is using Formula. Alternatively, The Minimum Summary Method can be used but will return an error when a level of the hierarchy does not have any children and the level calculated is blank.

The filtering module with Summary method applied results:

004.png

Use the line item at the lowest level—Level (or L4) (LOWEST)—as the basis of filters or calculations.

Applying a Filter on Specific Levels in Case of Synchronization

When synchronization is enabled, the option “Select levels to show” is not available. Instead, a filter based on the level calculated can be used to show only specific levels.

In the example, we apply a filter which matches any of the level 4 and 1:
005.png

The following filtered dashboard result is achieved by using the composite hierarchy as a page selector:

006.png
Comments

Hi Mark,  

Can you provide another screeh shot showing what your are filtering in the dashboard please?

I was expecting a drop down of level number to filter on levels.  I have built the saved view - filtered the 'Turnover' module based on level numbers of the 'Hierarchy Levels' module but this is now hardcoded to Level 4 or Level 1.  If hardcoded then how am i filtering it in the dashboard?  Is your page selector simply enabling selections on the resulting filter?  Thanks

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