Question

You build a matrix visual showing Sales by a Year > Quarter > Month row hierarchy. Business users complain that they must click the drill-down arrow repeatedly and can only see one hierarchy level at a time. They want to see all three levels displayed together as nested indented rows, with the ability to expand a single Year to reveal its Quarters and Months while keeping other Years collapsed. Which action should you take on the matrix?

Accepted Answer

Right-click a row header and choose 'Expand > Selection' to expand individual hierarchy members

Answer

Use the 'Expand all down one level in the hierarchy' (double down-arrow) button to move through levels

Answer

Turn on 'Stepped layout' and use the 'Drill down' (single down-arrow) to navigate one level at a time

Answer

Switch the visual to a table and add Year, Quarter, and Month as separate columns