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You can create a calculation for the upper levels.
Something like this:
IF [Branch Name] = 'Montreal' THEN 'Quebec'
ELSEIF [Branch Name] = 'Toronto' THEN 'Ontario'
IF [Region] = 'Ontario' OR [Region] = 'Quebec' THEN 'East'
Then, you can drag these onto a sheet as a simple crosstab, put it on the dashboard, and finally set it up to use it as an action filter.
Have you considered a couple of calculated fields to create your groups? For example, create a calculated field named 'Division' that groups your branches using an IF THEN statement:
IF <branch> = 'Calgary' THEN 'Alberta'
ELSEIF <branch> = 'Edmonton' THEN 'Alberta'
....and so on.
Create a second calculated field to group your Divisions.
Then put those fields on your page as quick filters and set them to only show relevant values (Click on the arrow in the upper right of the quick filter and select "Only Relevant Values".
You can repeat this for a 3rd level.
I've attached a very simple example from the superstore data. Hope this helps!
Book1.twbx 1,002.9 KB
Really helped me get to the right path!
I had thought that perhaps creating a hierarchy was the way to go, and in a way, this kind of is. But what you've suggested works great for me.
Thanks a lot!