Altair® Panopticon

 

Level

Returns the level in the hierarchy for the node or numbered from the leaf.

Given this data table:

Industry

Supersector

Symbol

3 Month Change %

Financials

Basic Resources

ERST.VI

-0.21

Basic Materials Basic Resources

VOES.VI

-0.35

Industrials

Construction & Materials

WBSV.VI

-0.50

Health Care Health Care

ICEL.VI

0.06

Industrials Industrial Goods & Services

ANDR.VI

0.28

Financials Insurance

VIGR.VI

-0.10

Oil & Gas Oil & Gas

OMVV.VI

0.35

Telecommunications Telecommunications TELA.VI

0.11

Utilities Utilities VERB.VI

-0.12

Financials Real Estate ATRV.VI

-0.12

Financials Banks BEN.AX

-0.26

Financials Banks SUN.AX

-0.28

Financials Banks NAB.AX

-0.04

Financials Banks ANZ.AX

-0.11

Financials Banks CBA.AX

0.03

Basic Materials Basic Resources BSL.AX

0.15

 

 

Sample 1

Below is the defined breakdown in a Table visualization:

The levels will be:

Column

Level

Symbol

0

Supersector

1

Symbol

2

Root

3

 

This table visualization is showing the grouping of the columns based on the breakdown hierarchy with 3 Month Change %'s aggregate set to Sum.

Industry

Supersector

Symbol

3 Month Change %

Basic Materials

Basic Resources

BSL.AX

0.15

   

VOES.VI

-0.35

Financials

Banks

ANZ.AX

-0.11

   

BEN.AX

-0.26

   

CBA.AX

0.03

   

ERST.VI

-0.21

   

NAB.AX

-0.04

   

SUN.AX

-0.28

 

Insurance

VIGR.VI

-0.10

 

Real Estate

ATRV.VI

-0.12

Health Care

Health Care

ICEL.VI

0.06

Industrials

Construction & Materials

WBSV.VI

-0.50

 

Industrial Goods & Services

ANDR.VI

0.28

Oil & Gas

Oil & Gas

OMVV.VI

0.35

Telecommunications

Telecommunications

TELA.VI

0.11

Utilities

Utilities

VERB.VI

-0.12

 

Changing the aggregate to Level and the format to #,##0 will produce this table since the Visible Depth is set until Symbol:

Industry

Supersector

Symbol

3 Month Change %

Basic Materials

Basic Resources

BSL.AX

0

   

VOES.VI

0

Financials

Banks

ANZ.AX

0

   

BEN.AX

0

   

CBA.AX

0

   

ERST.VI

0

   

NAB.AX

0

   

SUN.AX

0

 

Insurance

VIGR.VI

0

 

Real Estate

ATRV.VI

0

Health Care

Health Care

ICEL.VI

0

Industrials

Construction & Materials

WBSV.VI

0

 

Industrial Goods & Services

ANDR.VI

0

Oil & Gas

Oil & Gas

OMVV.VI

0

Telecommunications

Telecommunications

TELA.VI

0

Utilities

Utilities

VERB.VI

0

 

Sample 2

Clicking on Supersector will make the Symbol breakdown column invisible:

The results will be:

Industry

Supersector

3 Month Change %

Basic Materials

Basic Resources

1

Financials

Banks

1

 

Insurance

1

 

Real Estate

1

Health Care

Health Care

1

Industrials

Construction & Materials

1

 

Industrial Goods & Services

1

Oil & Gas

Oil & Gas

1

Telecommunications

Telecommunications

1

Utilities

Utilities

1

 

Sample 3

Collapsing columns in the table can also change the Level values:

 

Industry

Supersector

3 Month Change %

Basic Materials

Basic Resources

1

Financials

Banks

1

 

Insurance

1

 

Real Estate

1

Health Care

 

2

Industrials

Construction & Materials

1

 

Industrial Goods & Services

1

Oil & Gas

 

2

Telecommunications

Telecommunications

1

Utilities

Utilities

1

 

Sample 4

Clicking to the Root in the breakdown hierarchy:

will produce:

3 Month Change %

3

 

The Level aggregate can also be used when creating Calculated columns.

  1. Bring up the Calculated Column dialog:

    • in the Workbook in Design Mode layout, right-click on a numeric column in the Data Table list and select New Calculated Column

    • in the Edit Data Table layout, right-click on a numeric column and select New Calculated Column

 

  1. Build the Expression with the Level aggregate.

 

For example: 12.0 + [3 Month Change % (USD):level]

When all of the Levels are visible in the breakdown (Sample 1), the results will be:

 

Industry

Supersector

Symbol

3 Month Change %

Calculated 1

Basic Materials

Basic Resources

BSL.AX

0

12.0

   

VOES.VI

0

12.0

Financials

Banks

ANZ.AX

0

12.0

   

BEN.AX

0

12.0

   

CBA.AX

0

12.0

   

ERST.VI

0

12.0

   

NAB.AX

0

12.0

   

SUN.AX

0

12.0

 

Insurance

VIGR.VI

0

12.0

 

Real Estate

ATRV.VI

0

12.0

Health Care

Health Care

ICEL.VI

0

12.0

Industrials

Construction & Materials

WBSV.VI

0

12.0

 

Industrial Goods & Services

ANDR.VI

0

12.0

Oil & Gas

Oil & Gas

OMVV.VI

0

12.0

Telecommunications

Telecommunications

TELA.VI

0

12.0

Utilities

Utilities

VERB.VI

0

12.0

 

Moving the Visible Depth until Supersector (based on Sample 3) will result to:

 

Industry

Supersector

3 Month Change %

Calculated 1

Basic Materials

Basic Resources

1

13.0

Financials

Banks

1

13.0

 

Insurance

1

13.0

 

Real Estate

1

13.0

Health Care

 

2

14.0

Industrials

Construction & Materials

1

13.0

 

Industrial Goods & Services

1

13.0

Oil & Gas

 

2

14.0

Telecommunications

Telecommunications

1

13.0

Utilities

Utilities

1

13.0