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NiklasBergh's avatar
NiklasBergh
Frequent Visitor
6 months ago
Solved

Auto date/time vs manually created hierarchies

Hi team,

 

I have a model that has become large an unwieldy. Part of this is due to its legacy reliance on auto date/time on many many fields.

 

Now, I have engaged in a set of works to switch out these for proper calendar tables/manually created hiearchies. However, in doing so I have run into issues around me not being able to create the hiearchies in the way I would like them to be. Specifically:

Auto creates:

- Date->Hiearchy->Year/Month/Day type of constructs

 

But for the hiearchies I create manually I can only end up with this construct

- Date

- Hiearchy->Year/Month/Day

 

The difference is that for Auto the Date is a parent to the hiearchy with auto, but not in my manual creations.

 

This in turn causes issues with line charts not being able to treat the hiearchy as continous, but instead forces categories mode. Since I am using trend lines and other continous-related featues in my presentations I would very much prefer the auto date/time structure.

 

Does anyone know how to emulate auto date/time's construct when manually creating hiearchies? Or, alternatively does anyone know of a mechanism to enable auto date/time to process only _specific_ filelds/tables of my choosing?

 

  • NiklasBergh Well, if by selectively you mean that you could not use the auto date/time date hierarchies in some instances, yes. You would just create your own year, quarter and day columns and use those versus the date column and it's hierarchy. I am not aware of a way to make a manual hierarchy behave like what you are describing with the auto date/time intelligence hierarchy in regards to the continuous axis.

5 Replies

  • NiklasBergh I could be mistaken but I don't think that you have this quite right. The hierarchy created by Auto Time Intelligence is Year/Quarter/Month/Day. When you drag a Date into a field for a visual, it defaults to the that hierarchy but you can switch it to just the Date field if you so desire. This is a UI thing, not a property of the hierarchy. It is the UI trying to be "helpful". However, it is still the same hierarchy versus column under the hood, the same as if you created the hierarchy manually. You just don't get the UI "benefit" of being able to drag the date column into a field for a visual and have it automatically use the hierarchy versus the date column. You have to either drag the date column into the field or drag the hierarchy into the field when you create the hierarchy manually.

  • NiklasBergh's avatar
    NiklasBergh
    Frequent Visitor

    Hi GeraldGEmerick, you are correct; I simplified away Quarter there.

     

    As for the Date 'parent' to the hiearchy, whilst I agree with you that it seems to be primarily aimed as a selection helper (and also keeps my field list cleaner) in my testing it seems like it is not only that.

     

    Let me elaborate.

     

    See this screenshot when using auto date/time:

    Looks as intended and so on, as you can see I use two of the parts of the date in the line chart to present year/month date and the widget perfectly fines allows me to selecte between Continuous or Categorical; all good.

     

    If I however manually create the hierachy on the side of the date without auto date/time's involvement, and defines the table as a calendar table (with Date as the field) the widget does not _understand_ that the hierachy data is to be considered Continuous; whenever using my hiearchy I cannot select Continous (the entire dropdown disappears), but if I use the date field underlying the hiearchy instead then I can use Continuous.

     

    I (so far, absent better explanations) attribute this difference in behavior to the fact that when the date is 'above' the hiearchy then the widget likely _understands_ that the hieachy data is actually possible to consider Continuous, even though I use only the underlying hiearchy fields with it.

     

    And hence the specific question.. whether I can selectively use auto date/time where I choose to rather than for everything in the file, or if I can alternately get the auto date/time-equivalent tree structure.

    • GeraldGEmerick's avatar
      GeraldGEmerick
      Icon for Memorable Member rankMemorable Member

      NiklasBergh Well, if by selectively you mean that you could not use the auto date/time date hierarchies in some instances, yes. You would just create your own year, quarter and day columns and use those versus the date column and it's hierarchy. I am not aware of a way to make a manual hierarchy behave like what you are describing with the auto date/time intelligence hierarchy in regards to the continuous axis.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi NiklasBergh ,


      Thank you GeraldGEmerick for the response provided!

      Has your issue been resolved? If the response provided by the community member addressed your query, could you please confirm? It helps us ensure that the solutions provided are effective and beneficial for everyone.

      Thank you.

      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi NiklasBergh ,


        I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.

        Thank you.