Inserting a Top Node

You can select an existing node to be a top node for a hierarchy viewpoint. If you want to create a new node as a top node see, Adding a Top Node.

To insert a top node:

  1. Do one of the following:

    • Open the view that you want to make changes to and then either open a draft request or create a new request.
    • From Requests, open a draft request. This opens the view, viewpoint, and the request.

  2. Select a hierarchy viewpoint to work with.
  3. Click Add Top Node add top node button and then select Insert Top Node.
  4. Select the viewpoint for the node that you want to insert. Viewpoints are filtered to:

    • The current viewpoint if the shared nodes option is enabled.

    • Viewpoints that share the same hierarchy set as the current viewpoint and have shared nodes enabled.

    • Viewpoints in the view that use the same node type as the current view or have source node types that can be converted to node types for the current view.

    Tip:

    If no viewpoints are available:

    • To insert a node from the same viewpoint, make sure that shared nodes is enabled for the viewpoint dimension.

    • To insert a node from a different viewpoint in the view, make sure that the other viewpoint uses the same node type or has a node type converter set up. See Working with Node Type Converters.

  5. In the node selector, select the nodes to insert. You can type the name of a node that you want to insert in the search bar and hit Enter to search for a node directly, or you can click right arrow and drill to the nodes that you want to insert.

    • When inserting nodes from the same viewpoint or a viewpoint with the same node type: You can select multiple nodes to insert. Nodes that you select are indicated by a check mark and added to the Selected tab. Click the X to remove a node from the Selected tab.
    • When inserting nodes from a source viewpoint with different node types than the target: You can either select multiple nodes to insert by selecting nodes and adding them to the Selected tab or you can select a single node and any related nodes by clicking the Node menu select button next to the node and then selecting the type of insert:
      • Node Only
      • Node and Children
      • Node and Descendants
      • Bottom Nodes

      Note:

      The Node menu select button is available only when a single node is selected. If you select an additional node, the menu is no longer available.
  6. Optional: By default, the node description is displayed next to the node name in the node selector. Click Show Node Property show node property to select a different property to display in the node selector. The properties that you have configured to be displayed as columns in the viewpoint are available to select. See Configuring How a Viewpoint Displays Properties.
  7. When you have finished selecting top nodes, click OK to close the node selector.
  8. Continue to make changes, or click Done to close the request.