Adding Nodes to a Hierarchy
To add nodes to a hierarchy:
1. Navigate to the Hierarchies window.
By default, choose Dimensions from the Setup menu, select the dimension for type of hierarchy you are defining, then choose Hierarchies.
2. Select a hierarchy, then choose Nodes.
You use this window to define the parent-child relationship between all nodes in a hierarchy.
3. Start at the top of the hierarchy; define the nodes in your hierarchy.
By default, Oracle Sales Compensation names the highest level root of every hierarchy BASE NODE. You can change this name to something more descriptive. For example, Global Computers used All as their broadest revenue class.
4. Enter the names of all children of this node.
Use the list of values to select the children.
5. To define the next level in the hierarchy, select one of the children, then choose Children.
The "child" moves to the Current Node position and Oracle Sales Compensation displays the children of the new parent, if any exist.
6. Enter the names of all children of this parent.
7. Choose Parent to go one level up in the hierarchy.
8. Repeats steps 4 through 7 to define all nodes in the hierarchy.
As you define nodes in the hierarchy, you can use the Parent and Children buttons to navigate the hierarchy:
- To see lower levels in the hierarchy, select a child then choose Children. The child you selected becomes the parent in the Current Node field and the children of this parent are displayed.
- To see higher levels in the hierarchy, choose Parent. The parent you select is displayed with its siblings, and their parent is displayed as the Current Node.
- If you have defined multiple hierarchies and want to view a different hierarchy, choose Roots.
Warning: Be careful while defining hierarchies--if you define a rollup twice, Oracle Sales Compensation displays the message "Diamonds and loops are not allowed."
9. Save your work and exit the window.
