Reporting 2.0 - New Summarization Toggle When Using "View as Hierarchy"

Prior to this enhancement, when summarizing by hierarchy and exporting a report to Microsoft Excel, Reporting 2.0 created a drill down summarized by the hierarchy in one column. Although this is the correct way to show hierarchy, it does not allow customers to leverage pivot tables and VLOOKUP to filter and share data with the appropriate teams.

With this enhancement, a toggle in table properties is introduced that allows customers to change the hierarchy in an Microsoft Excel output file to be shown in different columns.

  • When this toggle is enabled, hierarchy summary shows all the levels of hierarchy in one column. This is the default setting.
  • When this toggle is disabled, hierarchy summary shows the levels of hierarchy in individual columns.

Note: The toggle impacts only the Microsoft Excel output format, all the other formats and the user interface will remain unaffected.

How Does this Enhancement Benefit My Organization?

Users can choose an approach to suit their reporting needs. This will be of particular interest to those who are required to pivot tables and use VLOOK for hierarchy data.

Implementation

Upon release, this enhancement is available for all portals with Reporting 2.0.