Work with hierarchies in Planning Analytics Workspace

You can create a hierarchy in the dimension editor when you create a dimension or you can add a hierarchy to an existing dimension.

You can also create a hierarchy by saving an existing hierarchy with a new name and you can create a hierarchy from a string attribute.

Procedure

  1. To create a hierarchy in the dimension editor, click the action icon Vertical ellipsis icon next to Hierarchy, then click Create hierarchy.
  2. To create a hierarchy from the Databases tree:
    1. Right-click a dimension and click Create hierarchy.

      By default, the hierarchy is created on the same database and in the same dimension from which you clicked Create hierarchy, but you can use the Database and Dimension selectors to create a hierarchy on a different database and within a different dimension.

    2. Enter the name of the new hierarchy and click Create.
    3. Add members to the hierarchy using any of the methods described in Create a dimension in Planning Analytics Workspace.
  3. To create a hierarchy from an existing hierarchy in the dimension editor:
    1. Open the existing hierarchy in the dimension editor.
    2. Click the action icon Vertical ellipsis icon next to Hierarchy and click Save hierarchy as.
    3. Name the hierarchy and click Save as.
      The members and attributes of the original hierarchy are copied.
  4. To create a hierarchy from a string attribute, click the attribute name on the Attributes tab in the dimension editor, then click Create hierarchy. A new hierarchy is created with the same name as the attribute.
  5. To edit an existing hierarchy, open the parent dimension of the hierarchy in the dimension editor, then click the Hierarchy selector and click the hierarchy you want to edit. Alternatively, right-click the hierarchy in the Databases tree, then click Edit hierarchy.
  6. To delete a hierarchy, right-click the hierarchy in the Databases tree, then click Delete hierarchy.