2.1.3 Adding Business Attribute & Hierarchy Setup

The Business Attribute & Hierarchy Setup enables users to create, manage, and browse hierarchical structures such as Business Intelligence or Parent Child hierarchies within the STSA workspace.

Hierarchies define relationships among business entities and are essential when creating portfolios or configuring analytical rules. The integrated Business Attribute Configuration browser provides a visual interface to explore, search, and select hierarchies, ensuring consistency across Portfolio, Scenario, and Variable modules.

To create Business Attribute and Hierarchy:

  1. Login to STSA.
    The Workspace Summary page is displayed.
  2. In the Workspace Summary page, click the Sandbox tab, launch the required workspace.
  3. Click the Context Menu representing the user name and then click Configuration Manager.
  4. Click Configure in the Business Attribute Configuration section.
    The Business Attribute Configuration page is displayed.
  5. Click Configure in the Business Attribute & Hierarchy Setup section.

    The Business Attribute & Hierarchy Setup Summary page is displayed.

    Note:

    • This page displays business attributes and hierarchies created through the Create New option and the hierarchies created in the OFSAA Setup.
    • For hierarchies created through OFSAA Setup, you can only view them; you cannot copy, edit, or delete these hierarchies.
  6. Click Create New.
  7. In the Hierarchy Details page that opens, do the following:
    1. In the Name field, enter a clear and descriptive name for the hierarchy.
    2. In the Description field, enter a brief summary describing the purpose or use of the hierarchy.
    3. In the Hierarchy Type field, select one of the following options from the drop-down list:
      • Business Intelligence
      • Parent-child
    4. In the Attribute Table Name field, select the required table from the drop-down list.
  8. If you select type as Business Intelligence, do the following
    1. In the Business Hierarchy Nodes field, click Add.
    2. In the page that opens, For each hierarchy level, provide the following details:
      1. In the Hierarchy Level field, enter the unique identifier for the level.
      2. In the Level Name field, enter the display name for a given hierarchy level.
      3. In the Level Code field, do either of the following:
        • Enter the a value that determines how the system identifies members of this level.
        • Click the Open Expression Editor icon and do the following:

          When the Expression Editor is opened, the system displays the selected Attribute Table Name by default along with all columns available in that table.

          Note:

          The Expression Builder window consists of the following sections:
          • Entities -
          • consists of the list of attributes for the entity you selected from the Attribute Table Name field. Click on the attribute name you want to use for the expression
          • Functions – This is divided as Database Functions and User Defined Functions. Database Functions consists of functions that are specific to databases like Oracle and MS SQL Server. You can use these functions along with Operators to specify the join condition.
          • Operators - Consists of the function operators categorized into folders.
          1. Select the attribute of the table to which you want join the dimension entities.
          2. Select a Function depending on the database type.
          3. Select the Operator you want to use for the join condition.
          4. Click Save.
      4. In the Level Display Description field, do either of the following:
        • Enter a description for the members belonging to this level.
        • Click the Open Expression Editor icon and do the following:

          When the Expression Editor is opened, the system displays the selected Attribute Table Name by default along with all columns available in that table.

          1. Select the attribute of the table to which you want join the dimension entities.
          2. Select a Function depending on the database type.
          3. Select the Operator you want to use for the join condition.
          4. Click Save.
    3. Click Save to add the new node to the hierarchy.

    Note:

    • You can add multiple nodes.
    • You may also insert nodes at any position as needed to match the hierarchy structure.
  9. If you select Parent Child, do the following
    1. In the Parent Child Mapping section, click Edit.
    2. In the page that opens, enter or update the required mapping details:
      1. In the Parent Code field, do either of the following:
        • Enter a expression representing the parent.
        • Click the Open Expression Editor icon and do the following:

          When the Expression Editor is opened, the system displays the selected Attribute Table Name by default along with all columns available in that table.

          1. Select the attribute of the table to which you want join the dimension entities.
          2. Select a Function depending on the database type.
          3. Select the Operator you want to use for the join condition.
          4. Click Save.
      2. In the Child Code field, do either of the following:
        • Enter a expression representing the child.
        • Click the Open Expression Editor icon and do the following:

          When the Expression Editor is opened, the system displays the selected Attribute Table Name by default along with all columns available in that table.

          1. Select the attribute of the table to which you want join the dimension entities.
          2. Select a Function depending on the database type.
          3. Select the Operator you want to use for the join condition.
          4. Click Save.
      3. In the Description field, do either of the following:
        • Enter the description expression/column for the Parent Child.
        • Click the Open Expression Editor icon and do the following:

          When the Expression Editor is opened, the system displays the selected Attribute Table Name by default along with all columns available in that table.

          1. Select the attribute of the table to which you want join the dimension entities.
          2. Select a Function depending on the database type.
          3. Select the Operator you want to use for the join condition.
          4. Click Save.
  10. Click Save to apply the mapping.