reportingHierarchy

About the reportingHierarchy row type

The reportingHierarchy row type is a data grid row configuration designed to improve performance when working with large hierarchies in Studio. It supports both flat and nested display modes and includes additional end-user controls for searching, filtering, and expanding hierarchy levels.

This row type is a superset of the previous hierarchy row types, including comparison and selected hierarchies, in both flat and nested formats.

These features are currently available in CDL.

1: Adding a reportingHierarchy row

Use the reportingHierarchy row type when working with large or complex hierarchies in a Data Grid widget.

1. Open the Data Grid widget in Studio.
2. Locate the Rows configuration section.
3. Add a new row definition.
4. Set the row type to reportingHierarchy.
5. Configure the required hierarchy properties.
6. Save and publish your dashboard.

Note: The reportingHierarchy row type is currently available in CDL only. Visual Designer support will be added in a future update.

2: Enabling hierarchy controls for dashboard viewers

When you use the reportingHierarchy row type, additional hierarchy controls are available to dashboard viewers.

These controls allow viewers to:

• Switch between flat and nested display modes
• Collapse or expand all hierarchy levels
• Search within the hierarchy

These controls improve usability when working with large hierarchical structures.

Note: These viewer controls are supported only for rows configured as reportingHierarchy. They are not available for other hierarchy row types.

3: Linking a hierarchy to a filter

You can link a reportingHierarchy row to a filter. This allows dashboard viewers to apply a filter directly from a hierarchy node.

1. Configure the reportingHierarchy row in your Data Grid.
2. Define the filter mapping in the row properties.
3. Enable filtering for hierarchy rows.
4. Save and publish your dashboard.

When enabled, viewers can hover over a hierarchy row and apply a filter based on that row.

4: Performance considerations

The reportingHierarchy row type is optimized for large hierarchies and improves dashboard performance, particularly in EX reporting scenarios.

Use this row type when:

• The hierarchy contains many levels or nodes.
• Previous hierarchy row types result in slow rendering.
• You require interactive hierarchy controls for dashboard viewers.

By default, changes to the hierarchy configuration will immediately be applied after the dashboard is refreshed.

5: Using the setFilter action

A new button action, setFilter, allows you to set the selected codes of a named categorical filter in the filter panel.

You can chain setFilter with other actions, such as navigate and setSelector, to trigger multiple behaviors from a single button.

5.1: Setting filter codes from a button

Use the setFilter action when you want a button to apply predefined filter values.

1. Open the button configuration.
2. Add a new action block.
3. Set the action type to setFilter.
4. Specify the filter name.
5. Define the codes to be applied.

	action setFilter {
	filter: claimsFilter
	codes: "1", "3"
	}

In this example, clicking the button sets the claimsFilter categorical filter to codes "1" and "3". If these codes correspond to Cardiff and London, the dashboard updates to show only those selections.

5.2: Chaining setFilter with other actions

You can combine setFilter with other supported actions in the same button configuration.

For example, you can:

• Navigate to another page.
• Set a selector value.
• Apply a categorical filter.

This allows you to create guided interactions, such as preset dashboard views or quick-access states.

Note: The filter name used in the action must match the internal name of the filter defined in the filter panel.

Availability

The reportingHierarchy row type and the setFilter action are available now to all Studio users.

These features are currently supported in CDL.