First, you’ll need to be using Excel 365, 2021, 2019, 2016, or 2013 to use this feature. Click the File menu and select Options. Click the Add-ins tab on the left. Select COM Add-ins from the “Manage” menu. Click Go. Check the “Microsoft Office Power Pivot” box and click OK.
Highlight the data and press Ctrl + T. Select “My table has headers” and click OK.
Click the Insert tab. Click PivotTable. Check the box next to “Add this data to the Data Model” and click OK.
To create more child levels, drag additional columns to the parent level. Or, to place a column at a particular level in the hierarchy, drag the column exactly where you’d like it to appear. To rename a parent or child level, just right-click the current name and choose Rename. But be careful—if you rename a child level, it will no longer share the same name as its originating column. To change the order of a child level, just drag the item to a new position. To remove a child level, right-click the level and select Remove from Hierarchy.
Drag any fields you want to work, including your hierarchy field, with into the Rows, Columns, Values, or Filters area as needed. If you don’t see your other fields in the PivotTable Fields panel, click the arrow next to “More Fields. "
While each design only includes a few boxes for your hierarchy, you can add as many as necessary once you’ve added the graphic to your sheet.
Click any of the existing boxes. This activates the SmartArt Design toolbar. Click the down-arrow next to “Add Shape” in the toolbar to bring up the menu. Choose a position relative to the selected box: Add Shape After: Adds a shape at the same level to the right of the selected shape. Add Shape Before: Adds a shape at the same level to the left of the selected shape. Add Shape Above: Adds a shape that takes the position of the selected shape and demotes the shapes beneath it. Add Shape Below: Adds a shape one level below the selected shape. If there’s already a shape a level below, the new shape will appear to the right of that shape. [3] X Trustworthy Source Microsoft Support Technical support and product information from Microsoft. Go to source
Each shape or box on the hierarchy has its own entry in the “Type your text here” panel. You can choose any font face, style, and color on the Home tab for your boxes.
Click the Insert tab and select Shapes. Select a line style, such as a straight or squiggly line. Click and drag the mouse from the starting box to the ending box. [4] X Trustworthy Source Microsoft Support Technical support and product information from Microsoft. Go to source
To switch to a different hierarchy style, right-click anywhere on the hierarchy and select Change Layout. Choosing another design will move your text and other details into that design. To move a shape, just click and drag it to any location. To move it in tiny increments, hold down the CTRL key as you drag. To change the colors, shading, shadows, or outlines of the hierarchy, click anywhere on the chart to bring up the SmartArt Design toolbar at the top. Then, click Change Colors to try a different color scheme, or choose a different shape style on the SmartArt Styles panel.
