Hierarchy settings
The general display settings are used to customize the appearance of the report.
In the Lumel EPM toolbar, navigate to Settings > Appearance to open up the settings side panel.
Click on the Hierarchy tab in this panel to view the hierarchy settings.
Let's explore the options to customize hierarchies in your reports.
1. Header and Column
1.1. Category highlight
This drop-down lets you show or hide the category highlight. This option is set to 'Off' by default. When this option is enabled, a color picker is displayed. You can select a color to highlight the category hierarchy.
1.2. Responsive columns
If this option is enabled, when the report canvas is resized to a small size, only columns that fit into the canvas will be displayed and others will be hidden.
1.3. Combine column headers
Enabling this option will combine the column headers and measure labels to display compact headers. As you can see from the below image, when this option is turned off, the column headers and measure labels are displayed separately.
When this option is enabled, the column headers and measure labels are combined and displayed compactly. If the Combine Column Header option is enabled, you can set a custom separator using the Column header separator option.
If the 'Combine column headers' option is enabled, you won't be able to reorder the columns.
Column header separator
This option lets you specify the type of separator that will get inserted between the column header and the measure label.
1.4. Ragged hierarchy
In the case of ragged/unbalanced hierarchies where the number of levels is uneven, you can hide the blank category rows.
This option can be enabled from Settings > Ragged Hierarchy or from Settings > Appearance > Hierarchy.
Notice how the blank categories have been hidden after enabling the Ragged Hierarchy option
On enabling ragged hierarchy, additional options are displayed:
1.4.1. Hide blanks
Using this option, you can choose to hide the rows if the category is blank, the visible values are blank, the values are blank, or both the value and category are blank.
1.4.2. Suppress zeros
If you enable this option, then the rows containing zeros will be suppressed.
1.4.3. Suppress null data input measures
Data input measures with no assigned values offer no meaningful contribution to reports. You can opt to suppress them by enabling the Suppress Null DI (Number) Measures option in Display Settings.
In this sample report, budget has not been allocated. We can hide this column by enabling the suppress null option for data input measures.
1.4.4. Suppress null columns
Formulated Columns containing null values will be suppressed if this option is enabled.
2025 Budget is a formulated column with null values.
1.4.5. Hide blank label columns
Columns with blank labels will be suppressed if this option is enabled.
1.5. Hide blank dimensions in column hierarchy
When you have hierarchical column dimensions, there may be cases where the entire dimension category is blank as shown in the report below.
Since these categories do not add value to the report, you can suppress them by enabling the Hide blank dimensions in column hierarchy option.
1.7. Row hierarchy icon
You can select custom icon styles to represent the row hierarchy i.e. choose the expand/collapse icons for hierarchical categories. If 'None' is selected, an icon will not be displayed.
1.8. Column hierarchy icon
You can select custom icon styles to represent the column hierarchy as well.
2. Expand to level
If your dataset contains hierarchies with multiple levels, you can choose to expand the hierarchy to a specific level at the initial load. This setting will be retained even after applying a filter/slicer.
3. Mixed layout
You can display a chosen field as a separate column similar to the stepped layout. By default, it is set to 'None'. In the below image, the 'Sub Category' field has been selected and it gets displayed as a separate column in the visual.
4. Child
4.1. Indent from parent
This option lets you set the amount of indentation that has to be applied to the last level of child row from the parent row.
In the image below, every child row has been indented from its parent row by the specified amount.
4.2. Single child
Using this option you can select which nodes to display when a parent hierarchy has only one child. In this example, we have a multi-level account hierarchy with several single-child rows and blank rows.
The East-Coast3 row has only one child. The Cardiff and Edinburgh regions have blank child rows. Let's see how this report is displayed for each of the options.
All - Displays all rows, including parent rows, single child rows, and blank rows.
Let's consider the example of the Midwest region of the USA to understand the various Single child options better.
Parent only - Displays only the parent nodes of the single child.
Parent (Multi-level) - Displays only the highest-level parent row with single child of the multi-level hierarchy.
In the image below, the highest level row with a single child is displayed.
Single child level as parent - Displays the single child as the parent level.
Here, the Basilica of St. Mary is the child, which is shown as the parent level.
Single child as parent - Displays only the single child at the lowest level.
6. Row totals
You can customize the totals and subtotals by adding child count, padding, border, editing titles, and more. The available options are explained below.
6.1. Show child count
Enabling this option will display the count of child rows next to the name of the parent row in brackets.
6.2. Show descendants count
You can also display the total number of children including the leaf nodes under a parent category.
6.3. Top padding
Using this option, you can configure the spacing/padding between row hierarchies.
6.4. Expand/collapse
This option lets you specify when the expand/collapse icons for the hierarchies have to be displayed.
Always present - Expand/collapse icon will be always present
Only on hover - The expand/collapse icons are displayed only when you hover over the rows
6.5. Hide hierarchy icon
With this option, you can specify the fields for which you want to hide the hierarchy icon. All the fields are selected by default, and unselecting any field will hide the hierarchy icon for that field.
In the image below, the 'Region' field has been unselected; therefore, the hierarchy icon for that field has been hidden.
6.6. Grand total title
You can set a custom title for the grand total in the textbox.
6.7. Grand total height
The value that you specify here will override the default height of the grand total row.
7. Row subtotals
With Inforiver Matrix, while using outline or stepped layouts, you can customize the title for the subtotal rows in two ways:
By adding the parent row dimension category as a suffix or prefix
Customizing the 'Totals' text
In the example, the row dimension category is added as the prefix and "Aggregated" is added as the text for each sub total row - E.g., "USA Aggregated" or " North East Aggregated".
In this section, we covered the hierarchy display settings. Navigate to the next section to learn more about advanced number formatting.\
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