Tree/Detail Version 2.0.0.0Print this Page
Hierarchies Pattern Set
 
Description
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The Tree/Detail pattern organizes large, deep, and heterogeneous data sets while providing an understanding of the type, relationship, and distribution of objects. This pattern is capable of presenting large amounts of data about each object. The detail pane enables users to get information about an object before taking action on it. The attributes of each object may be different. This pattern is appropriate for experienced users who need to see detailed information about an object.

 
Pattern Set Decision Table
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Categorized Content
Tree Table
Tree/Detail
Overview/Tree/
Detail
Pivot Table

How many levels of hierarchy within a data set do you require?

4+

3 – 7

4+

3+

3 – 7

What is the maximum number of levels that you need to display?

2

3 – 7

4+

3+

3 – 7

How many data dimensions (columns) do you require?

1

2+

2+

3+

2+

What is the user type?

Casual

Trained/Power

Trained/Power

Experienced

Power

Is analysis of trends a primary user task?

No

No

No

No

Yes

Do you want to enable users to open or close branches?

No

Yes

Yes

Yes

Yes

Are objects sortable within groups?

No

Yes
(sort retains hierarchy)

No

No

Yes
(sort retains hierarchy)

 
Pattern Sample
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The user drills down through categories using a tree until objects are listed. Clicking the object name displays information about the object in the adjacent pane.
Figure 1. Drilling down through hierarchies in a tree and selecting items to appear in the detail pane
Required Screen Elements
Component Type Required Components Customizable or Extendable Components
Splitter
  • Vertical splitter divides two panes.
  • Left pane contains the tree with the categories and items.
  • Right pane contains the details of the selected item in the tree.
NA
Tree Categories hierarchy and items are listed in a tree. Toolbars and menu bars can optionally be added to perform actions on the tree contents.
Detail Pane Title
  • If the page contains noneditable fields, use this format: <Object Type>: <Object Name>

    For example: Employee Information: Sandra Blake
  • If the page contains editable fields, use this format:Edit <Object Type>: <Object Name>

    For example: Edit Employee Information: Sandra Blake
NA
 
Related Patterns
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Master Detail A method of navigating through records using a master object and corresponding details refreshed in the area below
 
Related Guidelines
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Tree Navigation is a series of investigative digging using expandable nodes at different hierarchical levels.
Panel Splitter Splits the window into panes. Selecting information in one pane displays read-only content in the adjacent pane.
 
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