Business Hierarchy refers to Organizing Data into logical tree structure to represent the groups and relations among various levels at which measure can be viewed. A measure can be viewed at different levels depending upon the hierarchy breakdown of the dimension category.
For example, consider the following structure.
You can view the Number of Customers (Measure) across Income Group (Dimension), which is further broken down by different age groups (Hierarchy). While number of customers is a metric, it is useful when viewed based on some categorization such as customer income profile or customers having an annual income of over USD 100,000 per annum, to provide better quality of information.
Note: When an AMHM hierarchy is created, implicitly a UMM Business hierarchy also gets created and will be listed in the Summary window of Business Hierarchy. The Code of Implicitly populated UMM Hierarchy is system generated with length of 11 characters and prefixed with AMHM. .
You (Business Analysts) need to have SYSBAU, Oracle Cube Administrator (ORACUB), and View Hierarchy function role mapped to access Business Hierarchy section in the BMM framework.
The Business Hierarchy screen displays the list of pre-defined Business Hierarchies with their Code, Short Description, Long Description, Hierarchy Type, Hierarchy Sub Type, Entity, and Attribute. You can create Business Hierarchies for measure(s), and view, edit, copy, or delete the required Business Hierarchies. For more information on the Business Hierarchy Types and Sub-types, refer Business Hierarchy Types.
You can also make use of Search and Pagination options to search for a specific Business Hierarchy based on the Code, Short Description, Hierarchy Type, Hierarchy Sub Type, and Authorization status, or view the list of existing Business Hierarchies within the system. For more information, refer Search and Filter and Pagination sections.
You can create a Business Hierarchy by specifying the Hierarchy definition details and defining the required Hierarchies.
To create a Business Hierarchy in the Business Hierarchy screen:
Click 
button from
the Business Hierarchy toolbar. The Add
Business Hierarchy screen is displayed.
Enter the details in Business Hierarchy Details section as tabulated.
Field |
Description |
Fields marked in red asterisk (*) are mandatory. |
|
Code |
Enter a distinct code to identify the Hierarchy. Ensure that the code is alphanumeric with a maximum of 8 characters in length and there are no special characters except underscore "_". Note the following:
|
Short Description |
Enter a Short Description based on the defined code. Ensure that the description is of a maximum of 8 characters in length and does not contain any special characters except underscore "_". |
Long Description |
Enter the Long Description if you are creating subject-oriented Hierarchy to help users for whom the Hierarchy is being created or other details about the type/subject. Ensure that description is of a maximum of 100 characters in length. |
In the Business Hierarchy Definition section, select the Hierarchy Type from the drop down list.
Note: Hierarchy Type is the basic differentiator and based on your selection, the other options to define the Business Hierarchy are available.
You can select the following Hierarchy Type/Sub-Type. Click on the links to navigate to the respective sections and define the required Hierarchy. For detailed information on all the Hierarchy Types, refer Defining Business Hierarchy Types.
Hierarchy Type |
Description / Hierarchy Sub Type |
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In a Regular Hierarchy Type, you can define the following Hierarchy Sub Types: In a non Business Intelligence Enabled Hierarchy, you need to manually add the required levels. The levels defined will form the Hierarchy. You can Enable Business Intelligence hierarchy when you are not sure of the Hierarchy structure leaf values or the information is volatile and also when the Hierarchy structure can be directly selected from RDBMS columns. The system will automatically detect the values based on the actual data. In a BI enabled Hierarchy, you will be prompted to specify if a Total node is required (not mandatory) and system auto-detects the values based on actual data. For example, you can define three levels in BI Enabled hierarchies like, Region (1), State (2), and Place (3). The auto generated Hierarchies are:
This option can be selected to define a Parent Child Type hierarchy. |
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A Measure Hierarchy consists of the defined measure as nodes and has only the Non Business Intelligence Enabled as Hierarchy Sub Type. |
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A Time Hierarchy consists of the levels/nodes of high time granularity and has only the Business Intelligence Enabled as Hierarchy Sub Type. |
Note: When the defined Hierarchy consists of more than 100 leaf levels, the system treats it as a Large Hierarchy in order to provide efficient and optimized hierarchy handling. For more information on modify the default value, refer Large Hierarchy.
Once you have populated the required details in Business Hierarchy Definition and Hierarchy details section, save the details.
Click Save in Add Business Hierarchy screen and save the details.
You can view individual Business Hierarchy at any given point. To view the existing Business Hierarchy definition details in the Business Hierarchy screen:
Select the checkbox adjacent to the required Business Hierarchy code.
Click 
button from the Business Hierarchy
tool bar.
The View Business Hierarchy screen displays the details of the selected Business Measure definition. The User Info grid at the bottom of the screen displays the metadata information about the Business Hierarchy created along with the option to add comments.
You can update the existing Business Hierarchy definition details except for the Code and Hierarchy Type/Sub-Type. You need to have Modify Hierarchy function role mapped to modify the Business Hierarchy definitions.
Note: You cannot modify the implicitly created Business Hierarchies for AMHM Hierarchies.
To update the required Business Hierarchy details in the Business Hierarchy screen:
Select the checkbox adjacent to the required Business Hierarchy code.
Click 
button from
the Business Hierarchy tool bar. The Edit
Business Hierarchy screen is displayed.
Update the required details. For more information, refer Create Business Hierarchy.
Click Save and update the changes.
You can copy the existing Business Hierarchy details to quickly create a new Business Hierarchy. You need to have Add Hierarchy function role mapped to copy the Business Hierarchy definitions. To copy an existing Business Hierarchy definition in the Business Hierarchy screen:
Select the checkbox adjacent to the required Business Hierarchy code.
Click 
button from
the Business Hierarchy tool bar.
The Business Hierarchy definition details are copied and a confirmation message is displayed.
You can remove the Business Hierarchy definition(s) which are created by you and which are no longer required in the system by deleting from the Business Hierarchy screen. You need to have Delete Hierarchy function role mapped to delete a Business Hierarchy. Delete function permanently removes the Business Hierarchy details from the database. Ensure that you have verified the details as indicated below:
A Business Hierarchy definition marked for deletion is not accessible for other users.
Every delete action has to be Authorized/Rejected by the authorizer.
On Authorization, the Business Hierarchy details are removed.
On Rejection, the Business Hierarchy details are reverted back to authorized state.
You cannot update Business Hierarchy details before authorizing/rejecting the deletion.
An un-authorized Business Hierarchy definition can be deleted.
You can delete an implicitly created Business Hierarchy for an AMHM hierarchy, if it is not used in any higher objects. Once the Business Hierarchy is deleted, it will not be re-created if you resave AMHM hierarchy.
To delete an existing Business Hierarchy in the Business Hierarchy screen:
Select the checkbox adjacent to the required Business Hierarchy code.
Click 
Delete
button from the Business Hierarchy tool bar. A confirmation dialog
is displayed.
Click OK. The Business Hierarchy details are marked for delete authorization.