Hierarchy Maintenance
Hierarchies refer to dimension members that are arranged
in levels, with each level representing the aggregated total of the data
from the level below. One dimension type can have multiple hierarchies
associated with it. Hierarchies are available within the Dimension Management
Section of Infrastructure system.
You can access Hierarchies
window by expanding Unified Analytical Metadata
and Dimension Management within the tree structure
of LHS menu and selecting Hierarchy Maintenance.
The Hierarchies Window displays
the list of Hierarchies created in all public folders, shared folders
to which you are mapped and private folders for which you are the owner,
along with other details such as the Name, Display level, Created By,
Creation Date, and Last Modification Date.
You can also search for a specific Hierarchy definition
based on Folder, Hierarchy Name, Dimension Member Alphanumeric Code, Dimension
Member Numeric Code, or Dimension Member Name and view the existing definitions
within the system.
In the Hierarchies Window,
you can create Hierarchy Definition up to 15 levels by default. The maximum
permissible levels are up to 58 Hierarchies. To create a hierarchy, the
Write role should be mapped to your User Group.
NOTE:
When an AMHM Hierarchy is created, implicitly a UAM
Business Hierarchy also gets created and will be listed in the Summary
window of Business Hierarchy.
To create a Hierarchy definition in the Hierarchies
Window:
1. Click Add button in the Hierarchies Toolbar.
The New – Hierarchy Details Window is displayed.
2. Select Dimension from the drop-down list.
The selected Dimension from the New – Hierarchy Details
Window is displayed as the default dimension for which member has to be
defined.
The following table describes the fields in the Hierarchy
Properties Window.
Fields in the Hierarchies window and their Description
Field |
Description |
Fields
marked in red asterisk (*) are mandatory. |
Name |
Enter the Name
of the Hierarchy.
Note: The characters
&’ ” are restricted. |
Description |
Enter the required Description for the Hierarchy.
Note: The characters
~&+' " @ are restricted. |
Folder |
Select the folder where the
hierarchy is to be stored from the drop-down list.
The Folder selector
window behavior is explained in User
Group Scope section.
Click  to
create a new private folder. The Segment
Maintenance window is displayed. For more information,
see Segment
Maintenance.
Note: You can select
Segment/Folder Type as Private and the
Owner Code as your user code only. |
Access Type |
Select the Access Type as
Read Only or Read/Write.
Read-Only: Select
this option to give other users access to only view the hierarchy
definition.
Note: A user with
Phantom and Write Role can modify or delete the hierarchy even
though the access type is selected as Read-only.
Read/Write: Select
this option to give all users the access to view, modify (including
Access Type), and delete the hierarchy definition. |
Automatic Inheritance |
Click Yes
to inherit the Hierarchy Properties of the Parent to the Child.
Click No if you
want to define a new hierarchy. |
Display Signage |
Click Yes
to display the Signage to the right hand side of the member in
the Show Hierarchy Panel. Else, click No. |
Show Member Code |
Select from the drop-down
list as one of the following:
Alphanumeric Code to Left
of Name: Displays Alphanumeric Code on the Left side of
Member Name.
Alphanumeric Code to Right
of Name: Displays Alphanumeric Code on the Right side of
Member Name.
Only Name - No Code:
Displays only the Member Name.
Numeric Code to Left of
Name: Displays the Numeric Code on the Left side of Member
Name.
Numeric Code to Right of
Name: Displays the Numeric Code on the Right side of Member
Name. |
Initial Display Level |
Select the Initial Display
level from the drop-down list. |
Orphan Branch |
Click Yes
to display the Orphan Branch in the Show Hierarchy Panel. Otherwise,
click No. |
3. To add Child
under the Show Hierarchy Tab:
NOTE:
The TREE _NODE_LIMIT needs to be set in the AMHMConfig.Properties
file is moved to the Hierarchy database. There are two ways to render
members of a hierarchy. One is the paginated mode, and the other is the
Non-Paginated Mode. The method is decided based on the number of nodes
for a particular hierarchy.
If the number of members is more than TREE_NODE_LIMIT
(configured in AMHM property tables in CONFIG Schema and not in the properties
file), members are loaded in Paginated Mode.
If the number of members is less than TREE_NODE_LIMIT
(configured in AMHM property tables in CONFIG Schema and not in the properties
file), members are loaded Non-Paginated Mode.
If TREE_NODE_LIMIT is not configured in
AMHM Property Tables, then this value defaults to 5000. Any change in
this table requires a server restart, and the values in the property file
do not affect 8.1.0.0.0+ environments.
Select the Pagination icon to view more
options under the available components. lick a record to enable the Pagination
buttons.
a. Right-click
in the Show Hierarchy Tab.
b. Select Add Child option and the Add
Member Window are displayed.
c. Select the
required Member and click 
. The Member is displayed
in the Selected Members Panel. Click 
to
select all Members which are shown in the Show Members Pane. Click 
to select all nodes/ members
in the server.
You can click 
to
deselect a Member or click 
to deselect all the
Members.
You can click 
to
search for the required member using Alphanumeric code, Numeric Code,
Name, Description, Attribute Name, or Attribute Value.
You can also click 
button
to toggle the display of Numeric Code left, right, or name and click 
button to display Alphanumeric
Code left, right, or name.
d. Click OK.
The selected Member is displayed as Child under Show
Hierarchy panel in the New – Hierarchy Details
Window.
4. To add Sibling:
a. Right-click
on the Child and select the option Add Sibling.
The Add Member Window is displayed.
b. Select the
required Member and click .
The Member is displayed in the Selected Members
Panel. You can click to select all Members which
are shown in the Show Members pane. Click to
select all nodes/ members in the server.
c. You can click
to deselect a Member
or click to deselect
all the Members. You can also Click to
search for the required member.
d. Click Apply.
The selected Member is displayed as Sibling below
the Parent under Show Hierarchy Panel in the
New – Hierarchy Details Window.
5. To add Leaf
under a Parent, Child, or Sibling:
a. Right-click
the Parent or Child and select Add Leaf.
The Add Member Window is displayed.
b. Select the
required Member and click .
The Member is displayed in the Selected Members
panel. You can click to select all Members which
are shown in the Show Members pane. Click to
select all nodes/ members in the server.
You can click to
deselect a Member or click to deselect all the
Members. You can also Click to search for the
required member.
c. Click Apply.
The selected Member is displayed as Leaf below the Parent or Sibling under
Show Hierarchy panel in the New
– Hierarchy Details Window.
6. To define
Level Properties:
a. Select Level Properties from the options under Parent,
Child, Sibling or Leaf and the Level Properties
Window is displayed.
b. Enter the
valid Name and Description
in the respective fields.
c. Click OK and the Levels defined are displayed in the
drop-down in Initial Level Display field in
Hierarchy Properties grid in New
– Hierarchy Details Window.
7. To cut and
paste Child or Sibling:
a. Right-click
on any node and select Cut.
b. Right-click
on any node and Paste as Child or Paste
as Sibling.
8. To Delete
and Undelete:
a. Right-click
on the node to be deleted and select Delete Node.
The node deleted is stroked out.
b. Right-click
and select UnDelete to cancel deletion of the
node.
9. To add Child
/ Sibling / leaf:
a. Right-click
on any node and select Create and add Child.
The New - Member Details Window is displayed.
For more information, see Add
Member Definition.
b. Right-click
on any node and select Create and add Sibling.
c. Right-click
on any node and select Create and add leaf.
10. To view the
Member Properties and Member Attributes of a node in the Show Hierarchy
Panel:
a. Click < button and the Member Property grid is displayed.
b. Click on a
Member.
The properties such as Alphanumeric code, Numeric Code, Name, Description,
Enabled, Is Leaf, Created By, Creation Date, Last Modified By, Last Modification
Date, Attribute, and Value of the selected Member are displayed in the
Member Properties and Member Attributes Grids.
In the Hierarchies Window
you can also:
— Click 
to collapse the members
under a node.
— Click 
or 
to
expand a branch or collapse a branch.
— Click 
or 
to
focus or defocus a selected node except the root node.
— Click 
or 
to
view the name of members right or left.
— Click 
or 
to
view the Numeric code values of members right or left.
— Click 
or 
to
show code or show name of the members.
— Click 
button
to view the Advanced Properties of the nodes.
11. Click Save in the New – Hierarchy
Details Window to validate and capture the entries.
The Audit Trail section at the bottom of the Window
displays the metadata about the Hierarchy with the option to add additional
information as comments. The User Comments Section facilitates you to
add or update additional information as comments.
Viewing Hierarchy Definition
You can view individual Hierarchy Definition details at
any given point. To view the existing Hierarchy Definition details in
the Hierarchies Window:
1. Select the
checkbox adjacent to the Hierarchy Name.
2. Click View button in the Hierarchies tool bar. The View button is disabled if you have selected multiple
Hierarchies.
The View – Hierarchy Details
Window is displayed with all the Hierarchy details.
In the View – Hierarchy Details
Window you can click 
button
to search for a member using the Alphanumeric Code, Numeric Code, or Member
Name in the Search dialog.
NOTE:
The search functionality of this button
will not return any values if you search for a node in the Orphan Branch
of the hierarchy.
Modifying Hierarchy Definition
You can modify the Name, Description, Folder, Access Type,
Automatic inheritance, Display Signage, Show Member Code, Initial Display
level, Orphan branch, Show hierarchy details in Edit
– Hierarchy Details Window.
NOTE:
When you modify a Hierarchy, the implicitly created
UAM Business Hierarchy will also get updated.
1. Select the
checkbox adjacent to the Hierarchy Name whose details are to be updated.
2. Click Edit button in the Hierarchies tool bar.
Edit button is disabled if you have selected
multiple Members. The Edit – Hierarchy Details
Window is displayed.
In the Edit – Hierarchy Details
Window you can click button
to search for a member using the Alphanumeric Code, Numeric Code, or Member
Name in the Search dialog. Edit the Hierarchy details as required.
For more information, see Add
Hierarchy Definition.
3. Click Save and save the changes.
Copying Hierarchy Definition
The Copy Hierarchy Definition facilitates you to quickly
create a new Hierarchy Definition based on the existing attributes or
by updating the values of the required hierarchies.
To copy an existing Hierarchy Definition in the Hierarchies
Window:
1. Select the
checkbox adjacent to the Hierarchy name whose details are to be duplicated.
2. Click Copy button in the Hierarchies toolbar to copy
a selected Hierarchy definition.
Copy button is disabled if you have selected
multiple Hierarchies. The Copy – Hierarchy Details
Window is displayed.
In the Copy – Hierarchy Details
Window you can click button
to search for a member using the Alphanumeric Code, Numeric Code, or Member
Name in the Search dialog.
3. In the Copy – Hierarchy Details Window you can:
§ Create
new hierarchy definition with existing variables. Specify a new Hierarchy Name. Click Save.
§ Create
new hierarchy definition by updating the required variables. Specify a
new Hierarchy Name and update the required details.
For more information, see Add
Hierarchy Definition. Click Save.
The new Hierarchy definition details are displayed in
the Hierarchies Window.
Hierarchy Definition Dependencies
You can view the dependencies of Hierarchies. To view the
dependency of Hierarchy in the Hierarchies
Window:
1. Select the
checkbox adjacent to the Hierarchy Name.
2. Click 
button in the Hierarchies
toolbar. The Check Dependencies button is disabled
if you have selected Hierarchy definitions. The Hierarchies
Dependency Information Window is displayed.
Deleting Hierarchy Definition
You can remove the Hierarchy Definitions which are not
required in the system by deleting from the Hierarchies
Window.
NOTE:
When you delete an AMHM Hierarchy, the implicitly created
UAM Business Hierarchy will also get deleted, if it is not used in higher
objects.
1. Select the
checkbox adjacent to Hierarchy Name(s) whose details are to be removed.
2. Click Delete button in the Hierarchies tool bar.
3. Click OK in the information dialog to confirm deletion.
To delete an existing Business Hierarchy in the Business
Hierarchy Window:
1. Select the
checkbox adjacent to the required Business Hierarchy Code.
2. Click 
button from the Business
Hierarchy Tool Bar.
A confirmation dialog is displayed.
3. Click OK. The Business Hierarchy details are marked
for delete authorization.