Hierarchy

The Hierarchy layout organizes records into parent-child relationships, making it easier to navigate and analyze multilevel data. It provides an alternative to the default Table layout and is useful for datasets such as organizational structures, product categories, customer orders, and similar hierarchical data.

To configure a hierarchy layout:

1. In the PowerTable tab, select Layout > Hierarchy.
   

   

   The Hierarchy Layout Configuration dialog opens.
   

   

2. Select the Primary Key Column.

   The primary key uniquely identifies each record in the table. In the following example, Employee_Id is selected as the primary key.

3. Select the Hierarchy Column.

   The hierarchy column defines the parent-child relationship between records. In the following example, Manager_Id is selected because it links each employee to their manager in a parent-child hierarchy format.

4. Select the Display Column.

   The display column specifies the values shown in the hierarchy view. It must be different from the hierarchy column. In the following example, Full_Name is selected.

5. Select Save.
   

   

The table is displayed in Hierarchy layout.

Hierarchy layout behavior#

After the hierarchy is configured:

• The selected display column is pinned automatically.
• Parent and child records are organized into a hierarchical structure.
• The number of child records is displayed next to each parent record.
• Parent records can be expanded or collapsed to show or hide child records.

Modify hierarchy configuration#

You can modify the configuration for an existing hierarchy layout.

To modify and manage the hierarchy configuration:

1. In the PowerTable tab, select Layout > Manage Layout.
   

   

2. In the Layout Configuration window, select Hierarchy.
   

   

3. Update the required fields such as Hierarchy Column and Display Column as needed.
4. Select Save.

Insert and manage hierarchy records#

Use the three-dot menu on a parent record to perform the following actions:

• Expand: Expands the selected parent record to display its child records.
• Collapse: Collapses the selected parent record to hide its child records.

• Insert Child Row: Adds a new child record under the selected parent. The value in the hierarchy column is populated automatically (Manager_Id). Enter the required values in the remaining fields.
  

  

• Move To: Moves the selected record to another parent. Select the required parent from the list, and then select Move.
  

  

• Show Hierarchy - View the complete hierarchy for the selected record.
  

  

To expand or collapse all parent records, use Expand or Collapse All from the same menu, available at the highest level of the hierarchy.