Chart Properties: Hierarchy Tab
The Hierarchy tab in the 'Chart Properties' dialog box allows you to specify the hierarchy for a custom drill-down.
To create a custom drill-down hierarchy, follow the steps below:
1. Right-click the Chart, and select 'Properties' from the context menu. This opens the 'Chart Properties' dialog box.
2. Select the Hierarchy tab. The 'Columns' panel displays the fields available in the Chart's binding.

3. Click on a field that you want to include in the hierarchy, and drag the field to the 'Hierarchy' panel.
4. (Optional) If the added field is a date field, select the desired date representation from options below the 'Hierarchy' panel. The options are 'Year', 'Month of Year', 'Day of Week', 'Quarter of Year', 'Day of Month', and 'Hour of Day'.

Observe that after you add a date field to the 'Hierarchy' panel, the date field still remains available in the 'Columns' panel. This allows you to add the same date field to the hierarchy at multiple levels, giving each level a different date representation. In this way, you can control the date-drilling sequence. For example, the following hierarchy produces the drill-down sequence 'Year' > 'Month' > 'Day'.

A horizontal green line indicates the position where the field will be placed within the hierarchy
5. Click on another field that you want to include in the hierarchy, and drag it over the existing fields in the 'Hierarchy' panel. Drop the field into the desired position in the hierarchy.

6. Repeat the previous step to add additional fields to the hierarchy, as desired.
To remove a specific field from the hierarchy, simply drag the field from the 'Hierarchy' panel back to the 'Columns' panel. To remove all fields from the hierarchy, press the 'Clear' button.
7. (Optional) To create an additional independent hierarchy, drag a field from the 'Columns' panel to the region labeled 'Drag here to add a hierarchy'. Then repeat the previous steps to add additional fields to this independent hierarchy.

8. Press 'OK' to close the dialog box.
Note that there may not be any immediate change to the Chart. However, by configuring a hierarchy as described above, you achieve the following effect: Whenever you (or the end user) adds a field listed on the hierarchy to the 'X' or 'Y' region of the Chart Editor, the Chart will automatically implement an appropriate drill-down feature based on the specified hierarchy.
For example, consider the following hierarchy:
Category
Name
Company
After you have specified this hierarchy in the 'Hierarchy' panel, if you then bind the 'Category' field to the 'X' or 'Y' region in the Chart Editor, the Chart automatically makes a full drill-down hierarchy ('Category' > 'Name' > 'Company') available to users. Likewise, if you bind the 'Name' field to the 'X' or 'Y' region in the Chart Editor, the Chart automatically makes the appropriate partial drill-down hierarchy ('Name' > 'Company') available to users.
For information on how to navigate a chart with drill-downs, see Drilling Down into a Chart.
See Also
Drilling Down into a Chart, for information on using default drill-down features.
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