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Working With Hierarchies

You may have fields in your data that are represented as hierarchies.

For example, in the sample Retail Banking dataset, the Area field contains a hierarchy of several levels, with states at the top level, down to post codes at the lowest level:

Using Select All At Level with Hierarchies

You can use the Select all at level option with hierarchies to quickly select all values at a particular level in a hierarchical field.

For example:

  • Use the option from the top level to select all post codes under all branches of the hierarchy:

  • Use the option from one of the states to select all the post codes under that state only:

  • Use the option from one of the state sub-divisions to select all the post codes from all the branches under that sub-division only:

  • Use the option from one of the suburbs to select just the post codes under that suburb:

Navigating the Hierarchy within a Table

When your table includes a hierarchical field, you can also navigate the hierarchy within the table itself.

Click any of the underlined field items to navigate down through the hierarchy. For example:

Click << next to the row or column heading to navigate up the hierarchy. For example:

Drag and Drop with Hierarchies

When you use drag and drop with a hierarchical field, you can choose whether you want to add the item you are dragging or its children. This will depend on where you click to start dragging:

  • If you start dragging from the Select all at level button, then SuperWEB2 will add the item's children to the table.
  • If you start dragging from anywhere else on the item, then SuperWEB2 will add the item you are dragging.

For example:

Dragging from the name of the item New South Wales adds the item New South Wales to the table:

Dragging from the Select all at level button adds the item's children to the table:

Using Items from Different Levels of a Hierarchy in the Table

By default, SuperWEB2 allows you to add items from different levels in a hierarchy to a table at the same time.

For example, with the Retail Banking Area field, you can add a mix of cities and states to the table:

SuperWEB2 administrators can choose to disable this feature, so you may be prevented from mixing levels of a hierarchy in your table. For full details on disabling this feature, see the rules engine documentation.
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