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About Hierarchies

Some data objects, such as account, book, opportunity, and territory, support a hierarchical (tree) structure. For example, the territory hierarchy appears in multiple subject areas and is usually used to store sales territory information. Oracle CRM On Demand supports 10 levels of hierarchy. For example, a territory hierarchy implemented for a company in the United States might have this kind of structure:

  • Top Level is set to USA.
  • Level 8 has the following entries:  Northeast, South, Midwest, and West.
  • Level 7 has subentries, for example, the Northeast territory has: Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, and Connecticut.
  • Level 6 has more subentries. For example, the Massachusetts entry has: Boston, Cape Cod, Eastern Massachusetts, and Western Massachusetts.
  • Level 5 divides the previous territories further. For example, the Cape Cod territory has: Lower Cape, Outer Cape, Hyannis, and Barnstable.
  • Level 4 is not used in this example.
  • Level 3 is not used in this example.
  • Level 2 is not used in this example.
  • Level 1 is not used in this example.

In Oracle CRM On Demand Answers, the previous hierarchy is more compressed, as shown in the following table. The maximum number of hierarchy levels that is supported is 10. So, if a hierarchy has less than ten levels, then the lowest-level values are repeated for those levels (Hyannis for Level 5 through Level 1). This feature enables you to report your related metrics at any level of the hierarchy.

Top Level Territory Name

USA

Level 8 Territory Name

Northeast

Level 7 Territory Name

Massachusetts

Level 6 Territory Name

Cape Cod

Level 5 Territory Name

Hyannis

Level 4 Territory Name

Hyannis

Level 3 Territory Name

Hyannis

Level 2 Territory Name

Hyannis

Level 1 Territory Name

Hyannis

In the Oracle CRM On Demand Answers user interface, the hierarchy attributes are in a subfolder under the main dimension folder, such as account, territory, and so on. All entries are displayed in alphabetical order.


Published 8/22/2016 Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices.