Hierarchy Management for Dynamic Planning (DP)

For customers using the Direct Access to PCR Financial Reporting cube from Dynamic Planning  feature.

Whenever a hierarchy changes, these changes are automatically pushed to Dynamic Planning. When you save the hierarchy, a refresh calculation is automatically triggered in Dynamic Planning for any models that have direct access to the financial reporting cube. The refresh calculation ensures that the model has the most up-to-date hierarchy. The next time a view or report is run in Dynamic Planning, the user clicks Refresh or Get Data to see the changes.

Versioned Hierarchy Management in Dynamic Planning

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
• Clearing up the rollup data 
• Saving the hierarchy updates
• Unlocking the model
• Running the selected calculation that took manual effort

When you save and publish the hierarchy, the application automatically performs these actions for you. This feature can be availed when you Enable Versioned Hierarchy Management flag.

Use Cases

Use case 1: If you want to update the existing hierarchy, which is published to the end users:

1. In SpotlightXL, go to Model task and Setup subtask.
2. Optional, in the Model Setup page, select Restore Rollup Data Calculation from the drop-down list. This will restore the rollup data after the changes in the hierarchy.
   
3. On the Model Dimension page, set Update as the Action property value to make any changes in dimension members from the published hierarchy.
   
   
4. On the Dimension page, click Save. This will save and publish the updates to the user.
   
   
5. The selected calculation in Restore Rollup Data will run automatically.

Use case 2: If you want to add new versions, update the dimensions in it and then publish them:

To Add a member to the Dimensions Page, do the following:

1. In SpotlightXL, select a Model.
   
   
2. Navigate to Dimension. Select the model you want to update.
   
   
3. Select the dimension to map the hierarchy.
4. Select the New Hierarchy Version from the hierarchy drop-down list, and update the name.
5. In the Action drop-down list, select Update.
   
   
6. Navigate to Model > Setup to map the dimensions with the updated hierarchy version.
7. Select the calculation that the hierarchy has to run after publishing. These calculations are visible under a particular model that does not have the following:
   • Append metadata
   • Clear model
   • Downloaded metadata
8. Users will be notified upon completion.

How to Create a Version of the Published Hierarchy?

To create a version of the published hierarchy, do the following:

1. In SpotlightXL, navigate to Model > Dimension. 
2. Select the Model. 
3. You can select Update, Set Display Label, or Set Dimension Based Properties to update the existing hierarchy.

Note:

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.

To publish existing published hierarchy, do the following:

1. In SpotlightXL, navigate to Model  > Setup.
2. Click the Publish Hierarchies option in the Actions column.
   
   The selected version will be published.
   
   
3. Select appropriate versions for each dimension and calculation and click Publish Hierarchies to publish the selected versions to the end users.
   The selected hierarchy version will be published.

Use case 3: If you want to delete a few existing versions:

To delete the existing published hierarchy, do the following:

1. In SpotlightXL, navigate to Model > Setup.
2. Click the Delete Hierarchies option in the Actions column.
   
   
3. The selected version will be deleted.

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.