Share via

Hierarchical Group Options Dialog Box

  • Article

Use the Hierarchical Options dialog box to group data hierarchically. When you group data hierarchically, you sort information based on the relationship between two fields.

This dialog box appears when you right-click in the Report Designer, point to Report, and click Hierarchical Grouping Options.

Available Groups Select the group that you want to sort hierarchically from the list.
Sort Data Hierarchically Select this check box to hierarchically sort the data in the selected group.
Instance ID field This field is only for display; it shows the value for the group selected from the Available Groups list.
Parent ID field Select the field by which you want the Instance ID field organized.

For example, for a company hierarchal report, select the data field listing whom the employee reports to.

The type of the Instance ID and the Parent ID must be the same. For example, they both must be strings (text) or numbers.
Group Indent field Enter the amount you want to indent for each subgroup.

Note

The top level of the hierarchy is determined by group instances that match the Instance ID and Parent ID. If a group instance is not connected to any Parent ID, it appears at the top of the hierarchy.

See Also