How to Add a Roll-up/Leaf Member to an Alternate Hierarchy?
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How to Add a Roll-up/Leaf Member to an Alternate Hierarchy?

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Article summary

Users can add Rollup or Leaf level members to an alternative hierarchy. To add a new member to an alternative hierarchy, follow the steps below:

  1. Navigate to Maintenance > Hierarchy Management.

  2. Open Hierarchy Management in the Edit mode. If your default view is set to Edit Mode, the application will automatically open in the Edit Mode.

  3. Select the following under Hierarchy Selection:

    1. Select Finance Hierarchies as Type.

    2. Select the desired Dimension from the drop-down list.

    3. Select an alternative hierarchy from the Hierarchy drop-down list.

  4. Click Show.

  5. Select the desired member location in the hierarchy tree.

  6. Click the Add icon

  7. Select a Node Type and Node Sub Type from the drop-down list.

  8. Click Add.

  9. Complete the required fields (i.e. Default Properties) and click OK.

  10. Click Save.


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