Delete a User-Defined Hierarchy

This topic explains how you can delete a user-defined hierarchy.

Across your user-defined hierarchies, the IDs of the lowest levels and their members are the same. You can't delete the lowest levels, their members, and the measure data that's associated with these members. These members are shared across your user-defined hierarchies.

The intermediate levels and top level of your user-defined hierarchy are specific to it. These levels and their members have unique IDs and aren't shared. When you delete the user-defined hierarchy, the intermediate levels and top level and their members are deleted.

If the user-defined hierarchy is configured in a planning level profile with the Enabled or Ready status, you can't delete the hierarchy.

To delete a user-defined hierarchy, do these steps:

1. If your measures are storing data for an intermediate level or the top level that you’re going to delete, delete the data in these measures, and reload them at an existing level of a different user-defined hierarchy using the Supply Chain Planning Measures import template (ScpMeasuresImportTemplate.xlsm).

   On the Measures_ worksheet, make the changes that you require.

2. Generate the .csv file for the import template, and compress it.
3. Click Navigator > Tools > File Import and Export, and import the compressed file.
4. In the Scheduled Processes work area, run the Load Planning Data from Flat Files scheduled process.
   1. In the Process Details dialog box, in Source System, select the source system.
   2. In Collection Type, select Net change.
   3. In Data File, select the compressed file.
   4. Ignore the fields for organization group collection because this functionality isn’t relevant to user-defined hierarchies.
5. Click Submit.

   Measure values are deleted or populated.

6. In the Supply Chain Planning User-Defined Hierarchy import template (ScpUser-DefinedHierarchyImportTemplate.xlsm), on the User-DefinedHierarchyMaster_ worksheet, enter the name and level names of the user-defined hierarchy that you want to delete.

   Enter Yes in the Delete Indicator column.

   You don’t need to enter anything on the User-DefinedHierarchyDetail_ worksheet or generate the .csv file for this worksheet.

7. Generate the .csv file for the import template, and compress it.
8. Click Navigator > Tools > File Import and Export, and import the compressed file.
9. In the Scheduled Processes work area, run the Load Planning Data from Flat Files scheduled process.
   1. In the Process Details dialog box, in Source System, select the source system.
   2. In Collection Type, select Net change.
   3. In Data File, select the compressed file.
   4. Ignore the fields for organization group collection because this functionality isn’t relevant to user-defined hierarchies.
10. Click Submit.

    The user-defined hierarchy is deleted from dimension catalogs that it exists in.

    Note: The user-defined hierarchy is still available in tables and graphs that are using it.
11. Run your plan with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box.

    Select other options as required.

    The user-defined hierarchy is removed from the tables and graphs of the plan.

12. Modify your selections on the Hierarchies and Members tabs in the Selector Tool for the affected tables and graphs.