With the necessary hierarchy columns created, a hierarchy structure can be implemented in the data model.
- In the Fields list of the Report view select the Account Level 2 field and drag it on top of the Account Level 1 field
- A hierarchy will be created. Right-click the hierarchy and give it a name such as Account Level Hierarchy
- Drag the Account Level 3 field on top of the name of the hierarchy. Repeat this for all other account level columns.
Hierarchy in Field List
- The hierarchy can now be added to visuals with a single click. Drill down is available to navigate all six columns.
Matrix Visual of Account Hierarchy ...