One you created the hierarchical filter from the data or imported this, you can make it visible in your report.
1. Click on Design/Preview reports to enter the set up for making this visible:
2. Click on Filters & Settings
3. Click on Hierarchical Filter Settings
After this the following pop up appears:
Here you'll have on the left 4 possibilities to:
- to Show all the levels and nodes of the hierarchical filter
- to show certain levels only
- to show selected nodes only
- to sho selected nodes + sub nodes (automatically)
On the right side you have the possibility to change the label of the filter and how the filter should look like. Here we have 4 options again:
- Dropdown list, which looks like the following pictureNote: the Label of Hierarchical Filters is the Name of the List at the top
- One dropdown list per level:Note: here the extra setting appears to name your Level 1 and 2 and Level 3
- One selection box er levelNote: here we have the options too to name the titles of the filters
Note: all items are default selected as a single selection filter, but on the right side you always have the option to Make it a multiple selection as in the image below:
In StoryTeller reports with Hierarchical filters displayed in a tree structure all the levels in the tree are displayed for the user, even if the user does not have access to nodes at all of the levels. An example is shown in the left part in the image below: the user has access to node “Team blue” but the complete path is shown through all levels down to “Team blue”.
A setting is can hide higher levels which are not relevant for the users. This makes it easier for the user to find the nodes they have access to. In the right part of the image below you see an example of this setting applied.
Here wee see an example of current logic (left) and the new option (right).
The option is turned on in the Hierarchical Filter setup as shown in the image below.
Here we see the option in the Hierarchical filter setup view.
Note, in some use cases higher level nodes which the user do not have access to must still be shown to prevent a break in the tree node structure. Below we see one of those examples, the user has access to Team blue below Unit A1 and the user has also access to Unit A2, in this scenario Unit A1 shown in the tree but in a style which is not selectable.
Here we see an example were a node must be shown that the user does not have access to.