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Add Dimensional Hierarchies to Data 360 Reports

Add Dimensional Hierarchies to Data 360 Reports

Explore data across different levels of granularity by using dimension hierarchy in your Data 360 reports. Drill down or roll up your data structure to uncover the exact insights you need.

Required Editions

Available in: Lightning Experience
Available in: Data 360 in Developer, Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To create, edit, and delete reports in private folders: Create and Customize Reports
To create, edit, and delete reports in public and private folders: Report Builder (Lightning Experience)
  1. Create a Data 360 report based on a semantic model, and open the report in edit mode.
  2. In the Fields panel, search for the dimension hierarchy field and drag it into the Group Rows section.
  3. To drill down and display the next level in the hierarchy, click + next to the dimension hierarchy field, or select Drill Down from the column actions menu. For example, you can drill down from year to quarter, quarter to month, and month to day.
    Drill down option in CIO history reports
  4. To roll up to the top level of the hierarchy, click X next to the to the dimension hierarchy field or select Remove Group from the column actions menu.
    Roll up option in CIO history reports
 
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Salesforce Help | Article