Creating tree-style hierarchies

You create tree-style set hierarchies to organize the data within a set.

1. Select the reference data set and version you want to work with.
2. From the View menu, choose Set Hierarchies.
3. Click New in the Set Hierarchy panel. The Add a Hierarchy dialog opens.
4. Enter a name for the hierarchy.
5. Select Empty if you want to begin with an empty hierarchy. In empty hierarchies, only the root node is populated. You build the hierarchy one element at a time. Select Pre-Populated if you want to start with a hierarchy that is pre-populated with all the set elements one level under the root. With both options, you can create a hierarchy by dragging and dropping nodes and values.
   Note: For large sets, it is easier to build a set from the Empty setting. The hierarchy manipulation response is faster when dealing with a small set of unexpanded nodes.

   When a new empty hierarchy is created, all the reference data set values are initially displayed in the Values section of the user interface. You can highlight one or more values at a time, and then drag them to the hierarchies section of the user interface.

6. Alternatively, you can import a hierarchy if you have a CSV file defining the parent and child nodes. For information about importing hierarchies, see Importing set hierarchies.
7. To remove values from a hierarchy, right-click a value in the hierarchy and select Remove. The selected value is moved to the Values not in hierarchies section. It is not possible to drag or remove entire branch structures in the hierarchy. To remove a higher level node, you must remove all of the children first, starting at the lowest level and working up.
8. To save the hierarchy structure, click Save.