Hierarchy Layout

When you are working with multilevel data, you can structure them using the hierarchy layout. PowerTable supports hierarchical layouts for viewing your data in addition to the 'Table' layout.

This feature is helpful for use cases where data can be neatly organized into hierarchical structures, such as employee databases, categorical datasets, customer orders, and so on. You can configure a hierarchy layout for table data and then switch between them as needed.

Let's take an example of the employee database in the default table view:

The table consists of a list of 100,000 employees. Let us organize them in a hierarchy structure for easier navigation and a clear representation of who reports to whom.

STEP 1: Configure a hierarchy layout first by clicking on Layout > Manage Layout.

STEP 2: Choose the Primary Key Column. The EmployeeID column here serves as the primary key for the employee table.

STEP 3: Choose the Hierarchy Column. The hierarchy column is the one containing the data that you want to use to group your records. This column represents the parent level for all records in the table.

We have chosen ManagerID as the hierarchy column because it not only uniquely identifies all managerial employees, but it also acts as a link between all employees and their managers.

STEP 4: Select the column to be displayed in the hierarchy mode as the Display Column. This column should be different from the Hierarchy Column.

We have chosen the FullName column so that the full names of the managerial employees appear at the parent levels in the hierarchy mode. Click Save.

The hierarchy mode gets displayed, as below:

• The display column is pinned, allowing you to scroll past other fields.

• All employees are neatly organized under their managers, allowing for easier navigation and understanding.

• The number of child rows under each parent is displayed alongside it.

Options available at the parent-level rows

Expand and Collapse Levels

You can use the arrows to expand or collapse the parent level. Alternatively, you can select the options —Expand and Collapse, respectively. Select Collapse All to collapse all parent levels in the table.

Move To

Select this option to move a specific record to another parent. Click this option, then choose from the list of parents to which the selected record will be moved.

Insert Child Row

To insert a child row for a record, select the three-dots menu and choose Insert Child Row. A new record is inserted where you can enter the details.

Show Hierarchy

Click on this option for any record to see its entire hierarchy.