Apply Hierarchical Filters to a Pivot Table Visual

Note: Hierarchical fields are enabled by default at the server level. Work with Technical Support to disable.

Apply a Hierarchical Filter to a Pivot Table

Open the Filter sidebar menu of a pivot table that uses a hierarchical group.
Select Add Filter. The Add Filter work area opens.
On the Row tab, select an available Hierarchy to filter. The Select Values work area opens.

The default Operator, Equals or Descendants Of, is selected. When used in this filter, Composer selects data for nodes equal to the selected node, and its descendants. You can select multiple nodes in a hierarchical filter, but not deselect child nodes.

If you select the Operator includes, Composer selects data for nodes equal to the selected node, and its descendants. You can select multiple nodes in a hierarchical filter, and optionally deselect child nodes.
Select one or more nodes to filter your data. At least one filter value is required.
- Use the Search box to find specific nodes.
- Select the node indicators to expand and collapse nodes, or select and deselect Expand All to expand and collapse all nodes.
Select Continue to apply your changes.
Optionally, add any other filters you need.
Select Apply to apply your filters to the pivot table.