Business Intelligence Enabled Hierarchy

When you have selected Regular - Business Intelligence Enabled Hierarchy option, do the following:

  1. Select Total Required checkbox, if you want the total of all the nodes.
  2. Select List checkbox to retrieve information from database when queried.

    Note:

    List hierarchy can have only one level and you cannot select List option if the Total Required option has been selected. See List hierarchy.
  3. Click the View Attributes button in the Entity field. The Entity and Attribute window is displayed.
    • You can either search for a specific Entity using the Search field or select the checkbox adjacent to the required Entity in the Available Entities list. The list of defined Attributes for the selected entity is displayed Available Attributes list.
    • You can either search for a specific Attribute using the Search field or select the checkbox adjacent to the required Attribute in the Available Attributes list.
    • Click Save. The selected Entity and Attribute is displayed in the Add Business Hierarchy window.

      Note:

      Ensure that the values present in Attribute column do not contain new line characters. Because the hierarchy node descriptions in the hierarchy browser are considered as text fields and do not permit new line characters.
  4. Click the Add button from the Business Hierarchy tool bar. The Add Hierarchy levels window is displayed.
    • Enter the details in Level Details section as tabulated.

      Table 8-28 Fields in the Business Hierarchy window

      Field Description
      Level The Level value is auto-populated and is editable.
      Short Description Enter the required short description for the level.
      Level Identifier Click the View Attributes button and define an expression in the Expression window for the Level Identifier. For more information, see Create Expression.
      Level Description Click the View Attributes button and define an expression in the Expression window for the Level Description. For more information, see Create Expression.
    • Click Save. The Level details are displayed in Add Business Hierarchy window.

      BI Hierarchy value refresh on On Load property is not functional for data loads performed through Excel Upload. It is applicable only for data loads which run through a batch process.

  5. Click Save in the Add Business Hierarchy window and save the details.

In the Business Hierarchy tool bar, you can also do the following:

  • Click the Add button to Add subsequent Levels. For the second or subsequent levels, the levels are incremented.
  • Click the Edit button by selecting the required level checkbox to edit the Level details.
  • Click the Delete button to delete the defined Level details.