Inspecting a Hierarchy Set

From the hierarchy set inspector, you can view and edit information about a hierarchy set. For more information, see Working with Hierarchy Sets.

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To inspect a hierarchy set:

1. Click Hierarchy Sets.

2. For the hierarchy set that you want to inspect, click in the Actions columns, and then select Inspect.

3. Select from the options available on these tabs:

   • General: Displays information on the application, dimension, status, and binding status of the hierarchy set. See Binding Status.

     Click Edit to change the name, description, and status. See Understanding the Lifecycle of Data Objects and the Data Chain.

   • Definition: Configure node types for this hierarchy set, including whether node types allow children and if so, what the allowed child node types are, whether shared nodes are allowed in the hierarchy set, and whether a custom order for nodes is allowed.

     Click Edit to perform any of these actions on the hierarchy set:

     • Click Manage to add or remove node types from the hierarchy set.
     • For each node type in the hierarchy set, use the Child Option to specify the allowed child node types:
       • Any: Any child node can roll up to this node type.
       • None: No child nodes can roll up to this node type.
       • Selected: Only specified child nodes can roll up to this node type. Use Child Node Types select the allowed child node types.
     • Node Sharing: Use the Allowed Shared Nodes and Disable Sharing fields to specify the sharing options for the hierarchy set:
       • Click Allow Shared Nodes to enable shared nodes for the hierarchy set.
       • If you have enabled shared nodes on the hierarchy set, you can disable sharing for a specific node type by clicking Disable Sharing for that node type.

         Note:

         This option does not prevent a node from being shared implicitly. See Understanding Shared Nodes.
     • Node Sorting: Use the Use Custom Order, Group Parent Nodes First, and Sort Bottom Nodes By fields to control the sort order of the nodes in the hierarchy set. See Reordering a Node.

   • Validations: Add custom business logic to enforce data rules for the hierarchy set by creating custom validations. See Custom Validations

   • Data Chain—Provides a clickable graphic so that you can see the node types, node sets, and viewpoints referenced by the hierarchy set.

   • Permissions—Set up user and group permissions for the hierarchy set, see Working with Permissions.

   • Policies—Configure an approval policy for the hierarchy set, see Configuring Policies.