Use Level Field with 3 how-to topics: create a level field, set the number of levels, and review records by level; open the index below to jump to each task.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Level Field | Free |
| 2 | 2. Set the Number of Levels | Free |
| 3 | 3. Review Records by Level | Free |
How-to Guide
1. Create a Level Field
Entry: the + button on the right side of the header → Field Type dropdown → Level
- Click the + button on the right side of the header.
- Select Level in the field type list.
- Enter a field name.
- Click OK to finish.
Success Criteria
- Interface result: a new Level field column appears in the table.
- Next action available: you can assign level values to records or open field settings.
Tips While Using
- Use a field name that matches the business meaning for easier grouping later.
- Make sure you have permission to edit the current multi-dimensional table.
2. Set the Number of Levels
Entry: right-click the Level field header → Field Settings → Number of Levels
- Right-click the Level field header.
- Select Field Settings.
- Choose the required value in the Number of Levels dropdown list.
- Set different colors for different levels as needed.
Success Criteria
- Interface result: the number of levels is updated in the field settings panel.
- Next action available: records can use the updated level options.
Tips While Using
- Confirm your grading rules before changing the number of levels.
- Keep colors easy to distinguish for faster recognition.
3. Review Records by Level
Entry: grouping in the multi-dimensional table → choose the Level field
- Open the multi-dimensional table you want to review.
- Turn on grouping.
- Choose the Level field as the grouping basis.
- Review the number and distribution of records under each level.
Success Criteria
- Interface result: records are displayed in groups by level.
- Next action available: you can continue checking the detailed records in each group.
Tips While Using
- Fill in level values before grouping to avoid blank groups.
- Grouping is useful for distribution review and can be combined with other fields for further analysis.