- Accounting Foundation Cloud Service Core Functions
- Managing Data
- Hierarchy
- Business Hierarchy Summary
- Create Business Hierarchy
12.6.1.1 Create Business Hierarchy
- Click the Add Button from the Business Hierarchy Toolbar.The Hierarchy Definition window is displayed.
- Enter the details in Business Hierarchy Details section as tabulated.
Table 12-6 Fields in the Hierarchy Definition window
Basic Details Field Description Code Enter a distinct code to identify the Hierarchy. Ensure that the code is alphanumeric with a maximum of 8 characters in length and there are no special characters except underscore “_”.
Note the following:
The code can be indicative of the type of Hierarchy being created.
A pre-defined Code and Short Description cannot be changed.
Same Code or Short Description cannot be used for Essbase installation: "$$$UNIVERSE$$$", "#MISSING”, "#MI”, "CALC”, "DIM”, "ALL”, "FIX”, "ENDFIX", "HISTORY”, "YEAR”, "SEASON", "PERIOD”, "QUARTER”, "MONTH”, "WEEK”, "DAY".
In Unauthorized state, the users having Authorize Rights can view all the unauthorized Metadata.
Name Enter a Short Description based on the defined code. Ensure that the description is of a maximum of 8 characters in length and does not contain any special characters except underscore “_”. Long Description Enter the Long Description if you are creating subject-oriented Hierarchy to help users for whom the Hierarchy is being created or other details about the type/subject. Ensure that description is of a maximum of 100 characters in length. - Further in the Basic Details Section, select the Hierarchy Type from the
drop-down list.
Note:
Hierarchy Type is the basic differentiator and based on your selection, the other options to define the Business Hierarchy are available.You can select the following Hierarchy Type or SubType. Click on the links to navigate to the respective sections and define the required Hierarchy. For detailed information on all the Hierarchy Types, see Types of Business HierarchyTable 12-7 Hierarchy Types
Hierarchy Type Description / Hierarchy Sub Type Regular In a Regular Hierarchy Type, you can define the following Hierarchy Sub Types: Member Based
In a Member Based Hierarchy, you need to manually add the required levels. The levels defined will form the Hierarchy.
Business Intelligence Enabled
You can Enable Business Intelligence hierarchy when you are not sure of the Hierarchy structure leaf values or the information is volatile and also when the Hierarchy structure can be directly selected from RDBMS columns. The system will automatically detect the values based on the actual data.
In a BI enabled Hierarchy, you will be prompted to specify if a Total node is required (not mandatory) and system auto-detects the values based on actual data.
For example, you can define three levels in BI Enabled hierarchies like, Region (1), State (2), and Place (3). The auto generated Hierarchies are:
Region (1) State (2) Place (3)
---------- ----------- -------------
South | State 1 City 1
------------------------------
| State 2 City 2
------------------------------
| State 3 City 3
---------- -----------------------------
North | State 4 City 4
------------------------------
Parent Child
This option can be selected to define a Parent Child Type Hierarchy.
Note:
When the defined Hierarchy consists of more than 100 Leaf levels, the system treats it as a Large Hierarchy in order to provide efficient and optimized hierarchy handling.For more information on modify the default value, see Large Hierarchy. - Click Save in the Hierarchy Definition Window and save the details.