Configure a hierarchical data filter

A hierarchical data filter allows you to create a filter that contains a hierarchical structure of your data. In the Report Builder, once you select the data view, the filter becomes readily accessible for the report, enabling you to apply the values and generate the desired outcome.

  1. Create or edit an existing data view.

  2. Navigate to the Scheme Building step.

  3. Toggle Hierarchy Settings on.

  4. Click Settings . The Hierarchy Field Settings dialog box displays.

  5. Enter the following information:

    1. Field Name: Type a name for the field. This field will display as a field selection when you create a report in the Report Builder.

    2. ID: Select the a record identifier field from the list of SQL fields. This field can be numeric (integers) or a string.

    3. Parent ID: Select the ID value of the parent for the current record, which is accessible within the same view, from the list of SQL fields. This field can be numeric (integers) or a string.

    4. Data Value: Select the text field that contains the data for the current record from the list of SQL fields.

    5. Last Level Identifier: Optional: Select the field to represent the last child in the parent folder from the list of SQL fields. This field must be a Boolean.

  6. Optionally, select the icons for your filter in the Iconography section as follows:

    • Record Type: Select the field that contains the record type from the list of SQL fields.

    • Icon 1/Icon Label 1: Select the icon and type a name for the type of data found in the field. For example, Folder.

    • Icon 2/Icon Label 2: Select the icon and type a name for the type of data found in the field. For example, Document.

  7. Click Save.

  8. Click Update Schema.

  9. Optional: Click Test Performance to view performance results.

  10. Click Save.