How to Move Leaf/Rollup Members Within a Hierarchy?

To move a leaf/rollup including auto-created members (DI-Autocreated-account-members) within a hierarchy, do the following:

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. Under Hierarchy Selection, select Type, Dimension, and Hierarchy and click Apply Selection.

4. In the hierarchy tree, select the desired rollup member.

5. In the middle pane, click and drag the rollup or leaf-level member, then drop it onto the target member in the hierarchy tree (left pane).

Notes:

• To reorder the position of members within the same rollup, use the drag-and-drop functionality in the middle pane of the hierarchy screen.

• To learn more about reordering members, refer to Reordering Members of a Roll-up in the Exploring the Top Ribbon section.