Expand and collapse hierarchy members

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1. Overview

This article shows you how to use the Expand and Collapse functionality in charts, tables, and treemaps. Expanding a member is similar to performing a Drill Down in-place without filtering out other members.

2. Expand and collapse in charts

All of the chart types support the Expand/Collapse option which is available when you right-click (or long-tap) over a data point.

For example, switch to View mode, right-click over the Bikes member in this pie/sunburst chart, and then select Expand.

Expand the Bikes member in this chart
Expand the Bikes member in this chart

The chart now shows an exploded view of that member but the original members are not filtered out. They are still displayed in order to provide context.

Bikes member is expanded into the next level
Bikes member is expanded into the next level

You can continue expanding members or collapse members back using the Collapse option.

Right-click on a member and click Collapse to collapse that member
Right-click on a member and click Collapse to collapse that member

3. Expand and collapse in treemaps

Expand and collapse works similarly for a treemap visualization. Just right-click over a treemap node and select Expand.

Right-click on a treemap node and click Expand
Right-click on a treemap node and click Expand

The Bikes node is expanded while leaving other nodes unchanged.

Bikes node is expanded
Bikes node is expanded

Right-click over the Road Bikes node and click Expand to further expand that node into the next hierarchy level. Or, click Collapse to go back to the original view.

4. Expand and collapse in tables

Table visualizations already support expand and collapse functionality through the use of expander buttons (triangles) which you see in row header and column header cells. These are toggle buttons which can be used to expand or collapse. Alternatively, you can right-click over a cell and click Expand or Collapse from the context menu which does the same thing.

Tables have expander buttons in addition to context menu options
Tables have expander buttons in addition to context menu options

If you have a table visualization that displays multiple row hierarchies, and one of the row hierarchies is single-level, you'll still see expander buttons in the corresponding column as long as the row hierarchy is not the last one. These expander buttons allow you to collapse the other corresponding hierarchy members even though they belong to a separate hierarchy.

Click expander button for single-level hierarchy member in View mode to collapse the other hierarchy too
Click expander button for single-level hierarchy member in View mode to collapse the other hierarchy too

Members of other hierarchy (OrderDate) are collapsed too
Members of other hierarchy (OrderDate) are collapsed too

If you don't want this functionality, you can disable it (i.e., don't show expanders for single level hierarchy) by going to the table's Properties. Under the HEADERS section, uncheck the Allow Collapsing Separate Hierarchies property.

Allow Collapsing Separate Hierarchies property
Allow Collapsing Separate Hierarchies property

5. See also

 

 

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