Applying Hierarchy to an Interactive Report

I am building an interactive report over the table ItemBalances. One of the fields is InventoryOrgUnit. I would like to view this report with the hierarchy that I built in Company Structure so that I can group the report by Org Unit, and be able to expand the rows to see each level of the Company Structure. Is there a way for me to achieve this?

This sounds like potentially a use case for the “Hierarchies” feature in Interactive Reports. You can create a Hierarchy Definition (view the “Configure hierarchies for interactive reports” help text page). Then, you can assign that hierarchy to your row grouping. This should let you expand to see the structure of your heirarchy in a single field in the Interactive Report.

2 Likes