Business Hierarchy Types

The available Business Hierarchies are as tabulated.

 

Hierarchy Type

Description / Hierarchy Sub Type

Regular

In a Regular Hierarchy Type, you can define the following Hierarchy Sub Types:

Non Business Intelligence Enabled

In a non Business Intelligence Enabled Hierarchy, you need to manually add the required levels. The levels defined will form the Hierarchy.

Business Intelligence Enabled

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.

Parent Child

This option can be selected to define a Parent Child Type hierarchy.

Measure

A Measure Hierarchy consists of the defined measure as nodes and has only the Non Business Intelligence Enabled as Hierarchy Sub Type.

Time

A Time Hierarchy consists of the levels/nodes of high time granularity and has only the Business Intelligence Enabled as Hierarchy Sub Type.

 

You can select the required Business Hierarchy from the drop-down list and specify the Hierarchy Sub Type details. The window options differ on selecting each particular Hierarchy type. Click on the following links to view the section in detail.

·       Regular Hierarchy

·       Measure Hierarchy

·       Time Hierarchy

Regular Hierarchy

When you select Regular Hierarchy, you can define the Hierarchy Sub Type for Non Business Intelligence Enabled, Business Intelligence Enabled, and Parent Child Hierarchy. Select the required Hierarchy Sub Type from the drop-down list. Click on the following links to view the section in detail.

·       Non Business Intelligence Enabled Hierarchy

·       Business Intelligence Enabled Hierarchy

·       Parent Child Hierarchy

Non Business Intelligence Enabled Hierarchy

When you have selected Regular - Non Business Intelligence Enabled Hierarchy option, do the following:

1.      Click  button in the Entity field. The Entity and Attribute window is displayed.

§       You can either search for a specific Entity using the Search and Filter pane or select the checkbox adjacent to the required Entity in the Available Entities list. The list of defined Attributes for the selected entity is displayed Available Attributes list.

§       You can either search for a specific Attribute using the Search and Filter pane or select the checkbox adjacent to the required Attribute in the Available Attributes list.

§       Click Save. The selected Entity and Attribute is displayed in the Add Business Hierarchy window.

 

NOTE

Ensure that the values present in Attribute column do not contain new line characters. Because the hierarchy node descriptions in the hierarchy browser are considered as text fields and do not permit new line characters.

 

2.     Click  button from the Business Hierarchy tool bar. The Add Node Values window is displayed.

§       Enter the details in Hierarchy Values section as tabulated.

 

Field

Description

Node

The Node value is auto-populated and is editable.

Short Description

Enter the required short description for the node.

Node Identifier

Click  button and define an expression in the Expression window for the Node Identifier. For more information, see Create Expression.

Sort Order

Enter the Sort order in numeric value.

Note: The sort order of the default (OTHERS) node should be greater than the rest of the nodes if this hierarchy is used in RRF Filter condition.

 

§       From the Node Attributes grid, select Storage type from the drop-down list.
There are four Storage Types as tabulated.

 

Field

Description

Data Store

This storage type allocates a data cell for the information to be stored in the database. The consolidated value of the data is stored in this cell. The consolidation for the node occurs during the normal process of rollup.

Dynamic Calc

In this storage type, no cell is allocated and the consolidation is done when the data is viewed. The consolidation for the node is ignored during the normal process of rollup. The consolidation of node occurs when you use the OLAP tool for viewing data.

Dynamic Calc & Store

In this storage type, a cell is allocated but the data is stored only when the data is consolidated when viewed, for the first time. The consolidation for the node is ignored during the normal process of rollup. It occurs only when you first retrieve the data from the database.

Label

In this storage type, a cell is not allocated nor is the data consolidated. It is only viewed.

Note: The Label storage type is specific to Essbase MOLAP. Storage type is applicable only for the Regular hierarchy type and Measure. If the user wants to specify a dynamic calc option at level members in a multi-level time hierarchy, the same is provided through OLAP execution utility.

 

§       Click Save. The Node values are displayed in Add Business Hierarchy window.

3.     Click Save in the Add Business Hierarchy window and save the details.

In the Business Hierarchy toolbar, you can also do the following:

§       Click  button to Add subsequent node(s). For the second node or subsequent node, you can define the Hierarchy Tree and Node Attributes details as explained below.

 

Field

Description

Add Hierarchy Node

Click  button adjacent to Child of field and select the required Member in the Hierarchy Browser window. Click OK.

Consolidation Type

Consolidation Type option is available to Essbase MOLAP. There are six consolidation types such as Addition, Subtraction, Product,          Division, Percent, and Ignore. Select the required option from the drop-down list.

 

§       Click button by selecting the required Node level checkbox to edit the Node details.

§       Click button to delete the defined Node details.

Business Intelligence Enabled Hierarchy

When you have selected Regular - Business Intelligence Enabled Hierarchy option, do the following:

1.      Select Total Required checkbox, if you want the total of all the nodes.

2.     Select List checkbox to retrieve information from database when queried.

 

NOTE

List hierarchy can have only one level and you cannot select List option if the Total Required option has been selected. See List hierarchy.

 

3.     Click  button in the Entity field. The Entity and Attribute window is displayed.

§       You can either search for a specific Entity using the Search field or select the checkbox adjacent to the required Entity in the Available Entities list. The list of defined Attributes for the selected entity is displayed Available Attributes list.

§       You can either search for a specific Attribute using the Search field or select the checkbox adjacent to the required Attribute in the Available Attributes list.

§       Click Save. The selected Entity and Attribute is displayed in the Add Business Hierarchy window.

 

NOTE

Ensure that the values present in Attribute column do not contain new line characters. Because the hierarchy node descriptions in the hierarchy browser are considered as text fields and do not permit new line characters.

 

4.    Click button from the Business Hierarchy tool bar. The Add Hierarchy levels window is displayed.

§       Enter the details in Level Details section as tabulated.

 

Field

Description

Level

The Level value is auto-populated and is editable.

Short Description

Enter the required short description for the level.

Level Identifier

Click  button and define an expression in the Expression window for the Level Identifier. For more information, see Create Expression.

Level Description

Click  button and define an expression in the Expression window for the Level Description. For more information, see Create Expression.

 

§       Click Save. The Level details are displayed in Add Business Hierarchy window.

BI Hierarchy value refresh on On Load property is not functional for data loads performed through Excel Upload. It is applicable only for data loads which run through a batch process.

5.     Click Save in the Add Business Hierarchy window and save the details.

In the Business Hierarchy tool bar, you can also do the following:

·       Click  button to Add subsequent Levels. For the second or subsequent levels, the levels are incremented.

·       Click button by selecting the required level checkbox to edit the Level details.

·       Click button to delete the defined Level details.

Parent Child Hierarchy

When you have selected Regular - Parent Child Hierarchy option, do the following:

1.      Click  button in the Entity field. The Entity and Attribute window is displayed.

§       You can either search for a specific Entity using the Search field or select the checkbox adjacent to the required Entity in the Available Entities list. The list of defined Attributes for the selected entity is displayed Available Attributes list.

§       You can either search for a specific Attribute using the Search field or select the checkbox adjacent to the required Attribute in the Available Attributes list.

§       Click Save. The selected Entity and Attribute is displayed in the Add Business Hierarchy window.

 

NOTE

Ensure that the values present in Attribute column do not contain new line characters. Because the hierarchy node descriptions in the hierarchy browser are considered as text fields and do not permit new line characters.

 

2.     The Business Hierarchy section displays the pre-defined nodes such as Child code, Parent Code, Description, Storage Type, Consolidation Type, and Formula. You can modify the node values by doing the following:

§       Click button from the Business Hierarchy tool bar. The Edit Hierarchy Values window is displayed.

§       Click  button adjacent to the required node field and define the expression in the Expression window. For more information, see Create Expression.

§       Click Save. The node details are displayed in Add Business Hierarchy window.

3.     Click Save in the Add Business Hierarchy window and save the details.

 

NOTE

·       When the size of the hierarchy is large, Parent Child Hierarchy can be configured to be treated as a Business Intelligence enabled hierarchy for optimal performance. The hierarchy behaves like a non-Business Intelligence hierarchy till a limit of the number of nodes is reached. This limit (default value is 2048) which decides a hierarchy as BI or non-BI is configurable and can be given a value considering the system and JVM capabilities.

·       Creating Parent Child Hierarchy with Roll-up Option - It is possible to roll up the values of child nodes in Parent child hierarchy to the parent level. If the parent node itself has some value and the child nodes of it also have associated values, it is possible for the value of the parent node to be displayed as the sum of its value and child values.

For using the Roll-up option, it is required to specify parameters in the Consolidation Type for the node field. Based on the column that is specified in the Consolidation Type field, the values of the child nodes will be rolled up i.e. added to the parent level. This can then be viewed using the OBIEE reporting server. However, when Consolidation type is not selected, then it is referred to as Parent Child Hierarchy with Rollup option.

 

Measure Hierarchy

When you select Measure Hierarchy, the Hierarchy Sub Type is selected as Non Business Intelligence Enabled by default. To define a Measure Hierarchy in the Add Business Hierarchy window, do the following:

1.      Click  button in the Entity field. The Entity and Attribute window is displayed.

§       You can either search for a specific Entity using the Search field or select the checkbox adjacent to the required Entity in the Available Entities list. The list of defined Attributes for the selected entity is displayed Available Attributes list.

§       You can either search for a specific Attribute using the Search field or select the checkbox adjacent to the required Attribute in the Available Attributes list.

§       Click Save. The selected Entity and Attribute is displayed in the Add Business Hierarchy window.

 

NOTE

Ensure that the values present in Attribute column do not contain new line characters. Because the hierarchy node descriptions in the hierarchy browser are considered as text fields and do not permit new line characters.

 

2.     In the Add Business Hierarchy window, select the Hierarchy Type as Measure.

3.     Click  button in the Entity field. The Entity and Attribute window opens.

§       A list of all the available entities will be listed under Available Entities. Select the required entity. The attributes for that entity will be listed under Available Attributes.

§       Select the required Attribute and click Save. Click Cancel to quit the window without saving. After saving, the Entity and Attribute will be displayed in their respective fields.

4.    Click  button from the Business Hierarchy tool bar. The Add Node Values window is displayed. Enter the details in the Node Details section as tabulated.

 

Field

Description

Node

The Node value is auto-populated and is editable.

Short Description

Enter the required short description for the node.

 

§       In the Node Attributes section, do the following:

1        Select Storage type from the drop-down list. For more information, see Storage Types section.

2       Select the TB Type as First, Average, or Last from the drop-down list.

§       Click Save. The Node values are displayed in Add Business Hierarchy window.

5.     Click Save in the Add Business Hierarchy window and save the details.

In the Business Hierarchy tool bar, you can also do the following:

·       Click  button to Add subsequent Node/Measures. For the second node or subsequent node, you can also define the Hierarchy Tree and Consolidation Type details as explained below.

 

Field

Description

Select Hierarchy Node

Click  button adjacent to Child of field and select the required Member in the Hierarchy Browser window. Click OK.

Consolidation Type

Consolidation Type option is available to Essbase MOLAP. There are six consolidation types such as Addition, Subtraction, Product,          Division, Percent, and Ignore. Select the required option from the drop-down list.

 

·       Click  button by selecting the required Node level checkbox to edit the Node details.

·       Click  button to delete the defined Node details.

Time Hierarchy

When you select Time Hierarchy, the Hierarchy Sub Type is selected as Business Intelligence Enabled and the “Total Required” checkbox is selected by default.

To define a Time Hierarchy in the Add Business Hierarchy window, do the following:

1.      Click  button in the Entity field. The Entity and Attribute window is displayed.

§       You can either search for a specific Entity using the Search field or select the checkbox adjacent to the required Entity in the Available Entities list. The list of defined Attributes for the selected entity is displayed Available Attributes list.

§       You can either search for a specific Attribute using the Search field or select the checkbox adjacent to the required Attribute in the Available Attributes list.

§       Click Save. The selected Entity and Attribute is displayed in the Add Business Hierarchy window.

 

NOTE

Ensure that the values present in Attribute column do not contain new line characters. Because the hierarchy node descriptions in the hierarchy browser are considered as text fields and do not permit new line characters.

 

2.     Select the Time Hierarchy Type from the drop-down list. Depending on the selection, the Hierarchy Levels are displayed in the Business Hierarchy section.

You can also Edit the required Hierarchy Level. Select the checkbox adjacent to the required Level and click  button. The Edit Hierarchy Levels window is displayed. You can update Short Description, Level Identifier, and Level Description details.

3.     Specify Hierarchy Start Date by selecting Month and Day from the drop-down list.

4.    Click Save and save the Time Hierarchy details.

Large Hierarchy Type

A large hierarchy refers to a hierarchy having large number of leaf levels. In order to provide an efficient and optimized hierarchy handling, a hierarchy is defined as Large in Oracle Infrastructure. A default value is set to accommodate the number of hierarchy nodes that a hierarchy can contain, for example, 100. If a hierarchy exceeds the default value specified, then the system treats it as a large hierarchy.

 

NOTE

·       The maximum hierarchy node limit can be configured to a higher number in the FIC_HOME / CONFIG file. However, the recommended, default value, is 100.

·       A large hierarchy is possible only when you are defining a Time or BI enabled hierarchy.

·       A large hierarchy cannot be user-defined it is handled automatically by the system.

 

List Hierarchy Type

A list hierarchy is a flat hierarchy i.e. with only one level. In a list hierarchy, all the nodes are displayed unlike the large hierarchy. You can create hierarchy based on business terms like, Customer, Product, Geography, and so on. The information for this hierarchy is generated from the metadata framework, which encapsulates these business terms. This enables the user to generate a report in OBIEE reporting server based on these business terms.

The advantage of defining a list hierarchy is that you need not know technical terminology or have technical knowledge. It also allows the user to specify a range of values. You can also define a summary or group total and perform a sort on the list hierarchy based on the hierarchy member value or attribute value; these two features are available only for the fact-less view.

Ensure that when you save a BI enabled hierarchy, the defined hierarchy structure is formed (in the back-end process) and stored in an xml format (as Hierarchycode.xml) in the application server. However, when you save a BI-enabled List hierarchy, the hierarchy structure is not formed and hence there will be no BIHIER.XML formed. Whenever this hierarchy is queried, the data is fetched from the atomic database.