Versioned Hierarchy Management in Dynamic Planning
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Versioned Hierarchy Management in Dynamic Planning
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The Enable Versioned Hierarchy Management flag is used to automate the dimension hierarchy process for the Analytical Model and Master Model. You can enable this flag to automate the actions such as:
- Locking the model
- Clearing the rollup data
- Saving the hierarchy updates
- Unlocking the model
- Running aggregation calculation
When this feature is enabled and you save and publish the hierarchy, the application automatically performs these actions.
Note:
To maintain multiple hierarchy versions, please contact Planful Support to request the Enable Versioned Hierarchy Management flag be set to Yes.
How to Update the Published Hierarchy for End Users?
- In SpotlightXL, go to Model > Setup.
- Select the calculation from the Restore Rollup Data Calculation drop-down list. This will restore the rollup data after the changes to the hierarchy.
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- On the Model > Dimension page, set Update as the Action property value to make any changes in dimension members from the published hierarchy.
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- On the Dimension page, click Save. This will save and publish the updates.
- The selected calculation in Restore Rollup Data will run automatically.
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How to Add and Publish a New Hierarchy Version?
- In SpotlightXL, navigate to Model > Dimension and select the desired model.
- Select the desired dimension.
- Select New Hierarchy Version from the hierarchy drop-down list, and update the name.
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- In the Action drop-down list, select Update.
- Make the necessary hierarchy changes and click Save.
- Navigate to Model > Setup to map the updated dimension hierarchy version.
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- Click Publish Hierarchies. Users will be notified upon completion.
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Notes:
- If you don't wish to update the existing published hierarchy, you can create up to 10 versions of each dimension hierarchy.
- To create other versions, you must first generate a base hierarchy model/main hierarchy model.
- These dimension versions can either have the same or different dimension structures in the model. You can then update the new version of the published hierarchy and publish it.
- You can select Update, Set Display Label, or Set Dimension Based Properties to update the existing hierarchy.
- Select Append to add leaf-level members to any level without affecting roll-up data, whether root or roll-up members. It is accessible when the model is generated and locked.
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How to Publish a Hierarchy?
- In SpotlightXL, navigate to Model > Setup.
- Select the desired hierarchy and calculation.
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- Click the Publish Hierarchies option in the Actions column. The selected version will be published.
- Optionally, select appropriate versions for each dimension and calculation and click Publish Hierarchies to publish the selected versions to the end users.
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Notes:
- After publishing the new hierarchy, only the data common to old and new hierarchy members are retained.
- Versioned hierarchy is also supported for export/import models
- Adding dimension members from web/append API adds them to the existing published hierarchy.
- If you already have 10 published hierarchy versions, delete any one of the hierarchies to create a new one.
How to Delete an Existing Published Hierarchy?
- In SpotlightXL, navigate to Model > Setup.
- Select the desired hierarchy.
- Click the Delete Hierarchies option in the Actions column. The selected version will be deleted.
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Notes:
- The first published hierarchy is the main hierarchy, and you cannot delete a version hierarchy in use.
- Published hierarchy/main hierarchy can be updated in the generated/locked/non-generated state.
- Regenerating model/clearing model sets the main hierarchy for all dimensions.
In addition to the above features, the following are some additional rows added in the dimension:
- Published Hierarchy: Displays the version of the selected dimension published to the end users.
- Hierarchy: Displays the versions of the dimension hierarchy.
- You can also add new versions from here.
- After creating and updating the dimension hierarchy, save the hierarchy and navigate to Model > Setup for mapping and publishing the dimension version.
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