5 Hierarchy Maintenance

Hierarchies refer to dimension members that are arranged in levels, with each level representing the aggregated total of the data from the level below. One dimension type can have multiple hierarchies associated with it. Hierarchies are available within the Dimension Management section of Infrastructure system.

You can access Hierarchies window by expanding Unified Analytical Metadata and Dimension Management within the tree structure of LHS menu and selecting Hierarchy Maintenance.

Figure 5-1 Hierarchies window


This illustration shows the Hierarchies window, which displays the list of Hierarchies created in all public folders, shared folders to which you are mapped and private folders. The window has the Dimension and Search pane. In the Dimension pane, you can select the dimension. In the Search pane, you need to specify the details of the dimension to search, the search results are displayed in this pane. You can also Add, View, Edit, Copy, Check Dependencies, and Delete the dimension.

The Hierarchies window displays the list of Hierarchies created in all public folders, shared folders to which you are mapped and private folders for which you are the owner, along with other details such as the Name, Display level, Created By, Creation Date, and Last Modification Date. For more information on how object access is restricted, see Object Security in AMHM module section.

You can also search for a specific Hierarchy definition based on Folder, Hierarchy Name, Dimension Member Alphanumeric Code, Dimension Member Numeric Code, or Dimension Member Name and view the existing definitions within the system.

  • Adding Hierarchy Definition
    In the Hierarchies window, you can create Hierarchy Definition up to 15 levels by default. The maximum permissible levels are up to 58 Hierarchies. To create a hierarchy, the Write role should be mapped to your user group.
  • Viewing Hierarchy Definition
    You can view individual Hierarchy Definition details at any given point.
  • Modifying Hierarchy Definition
    You can modify the Name, Description, Folder, Access Type, Automatic inheritance, Display Signage, Show Member Code, Initial Display level, Orphan branch, Show hierarchy details in Edit – Hierarchy Details window.
  • Copying Hierarchy Definition
    The Copy Hierarchy Definition facilitates you to quickly create a new Hierarchy Definition based on the existing attributes or by updating the values of the required hierarchies.
  • Hierarchy Definition Dependencies
    You can view the dependencies of Hierarchies.
  • Deleting Hierarchy Definition
    You can remove the Hierarchy Definitions which are not required in the system by deleting from the Hierarchies window.