Levels & Positions

On the Home tab, in the Setup group: Select Levels to setup the levels that define the tree-oriented structure of your table data.

To create Levels, right-click your Table in the Project Explorer window and choose Setup Levels. Each level can be added with the Add Level button.

Positions can be added the same way, with an additional Position Wizard tool in the screenshot below.

This tool can be used to create Numeric, Character or Month type Positions automatically.

Tip: When you are importing data into a table and the Position required does not exist, the application (if you select the option to do so) will append the Position to the end of the list regardless of "logical" ordering. In the screenshot above, if the application automatically added the Year 2009 on import the Index would be 25. If the application is creating Postions for you, you should ensure that you re-order once completed.

Use the Positions Bulk Editor to make more complicated edits.

Useful when you need to do more than just re-order! To access a "Working Column", like in the screenshot below, right click a column header (e.g Index or Name).