2 Replies Latest reply on Jan 4, 2019 9:55 AM by Jordan Ghez

    Filter by underlying dimensions without expanding Hierarchy

    Jordan Ghez

      I have a set of accounts that have products and add-ons. I am trying to create a dashboard view that when you click the top level of the hierarchy (product or addon), on either sheet, it filters the other sheet by the set of accounts underneath it. I can accomplish the my dashboard goal when I expand the the hierarchy but not when the hierarchy is rolled up and I don't really understand why. I've attached a workbook that demonstrates this issue and would really appreciate a fix or at least an explanation of why I cannot filter by underlying information until the hierarchy is drilled down?

       

       

      Thanks

      Jordan

       

      Not working without expansion

       

      Screen Shot 2019-01-04 at 10.24.41 AM.png

      working because hierarchy is expanded

      Screen Shot 2019-01-04 at 10.24.29 AM.png