Setup for Finance Type Hierarchies
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Setup for Finance Type Hierarchies
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Clicking Setup displays the Financial Hierarchies Setup page. You can add hierarchies based on the dimension you select by clicking the Add icon.
You can add an Attribute, Alternate or Dated hierarchy to a selected dimension.
Note:
You must have Dated Hierarchies enabled on the Define Financial Segments Configuration Task page in order for the option to be available.
You cannot edit a hierarchy once its' members are in use. For example, you can't edit an Attribute hierarchy if the members are used in reporting.
The icons/options in the ribbon of the Financial Hierarchies Setup page are explained below.
Add - Click to add a new Attribute, Alternate or Dated Hierarchy
Edit - Edit an existing hierarchy if not in use (i.e. used in reporting).
Copy - Make a duplicate copy of a selected hierarchy.
Three Vertical Dots- There are two options available; Report Categories and Attribute Setup. For Attribute Setup, see the Defining Attributes section. For Report Categories, see Understanding Report Categories.
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