account_tree Table Hierarchies

play_circle Video Walkthrough

Step 1: Access Hierarchy Settings

1. Open a databook and select the table you want to organize.
2. Review the current hierarchy option.

Every table starts with a Flat List view. That shows the order in which records were imported or entered manually.

Step 2: Create Your First Hierarchy

1. Open the Design Ribbon.
2. Choose Settings.
3. Open the Hierarchies tab.
4. Click Add.
5. Name the hierarchy, such as Segment and Tier.
6. Add the fields you want in the hierarchy.
7. Click Save.

Result: The new hierarchy appears alongside the flat list option.

Step 3: Create Additional Hierarchies

Repeat the same process if you need multiple perspectives on the same data. Each hierarchy can group fields differently without changing the underlying rows.

Step 4: Edit Hierarchy Value Order

1. Click Edit Values to return to the databook view.
2. Drag values into the business order you want.
3. Repeat for child levels such as tiers or categories.

When you move a value in one branch, Clarity applies that order everywhere the same hierarchy member appears.

Step 5: Rename Hierarchy Values

1. Select the value in the hierarchy tree.
2. Edit the label directly.
3. Confirm the change.

Result: Clarity propagates the new label to all matching data rows. For example, renaming notier to none updates every row using that value.

Step 6: Filter Data Using the Hierarchy Tree

Click a node in the hierarchy tree to filter the table. You can also filter at multiple levels:

• Select a top-level category such as Premium.
• Select a child value such as Silver.
• The table shows only rows that match both conditions.