Adding Hierarchy Members
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Adding Hierarchy Members
- 3 Minutes to read
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This option is used to modify and edit the recently created Hierarchy.
Note:
- Rollup Node functions are different from Leaf Node functions. Leaf Node is the last level in a hierarchy and data can be loaded to leaf nodes. The data loaded to the leaf is rolled up to the leaf node's rollup member.
- The following special characters are restricted from use in the Leaf Code of a segment leaf member when creating segment hierarchy data or loading it to Planful: ‘ " ` ! @ # $ ^ * ( ) + = [ ] { } \ | ; : < > , ? All other special characters documented in the Getting Started guide are supported.
Add
You can add a rollup member and a leaf member using this option.
Adding a Rollup Member
To add a rollup member, do the following:
- Open Hierarchy Management is opened in Edit mode. If your default view is Edit Mode, it will be opened in Edit Mode.
- Select Type, Dimension, and Hierarchy under Hierarchy Selection and click Show.
- Select the desired member location in the hierarchy tree.
- Click Add.
- Select Rollup Node from the Node Type drop-down list. For Rollup Node, you can only create a Rollup Member Node Sub Type.
- Click Add.
- Complete the required fields (i.e. Default Properties) and click OK.
- Click Save.
Adding Leaf Level Member
- Ensure Hierarchy Management is opened in Edit mode.
- Under Hierarchy Selection, select Type, Dimension, and Hierarchy and click Show.
- Click Add.
- Select Leaf Node from the Node Type drop-down list. If you are adding a leaf level member in Financial Hierarchies, select Leaf Member or Calculated Member from the Node Sub Type drop-down list. If you are adding a level member in Entity Hierarchies, the default budget entity hierarchy selected in the Node Sub Type drop-down list.
- Complete all the required fields (for example; Default Properties and Segment Properties).
- Click Save.
In addition to adding a rollup member and/or leaf member, you can edit and delete these members.
Edit
You can also edit a rollup member and the leaf level member.
Editing a Rollup Member
- Open Hierarchy Management in Edit mode.
- Under Hierarchy Selection, select Type, Dimension, and Hierarchy and click Show.
- In the hierarchy tree, select the immediate parent member of the desired rollup member.
- In the middle pane, select the rollup member. If the properties panel is not visible, click More, and then click Show/Hide Properties.
- Edit the properties as needed and click OK.
- Click Save.
Note:
Hierarchy updates to member names or codes are automatically displayed in the member selections of a Dynamic Report. However, this does not apply to attributes, attribute hierarchies, alternate hierarchies, substitution variables user prompts, and Financial Package Publisher. Members that are used in a Dynamic Report and deleted from the Segment Hierarchies are still shown in the report selections, however, they are ignored when the report is run.
Editing a Leaf Level Member
- Open Hierarchy Management in Edit mode.
- Under Hierarchy Selection, select Type, Dimension, and Hierarchy and click Show.
- In the hierarchy tree, select the immediate parent member of the desired leaf level member.
- In the middle pane, select the leaf level member. If the properties panel is not visible, click More, and then click Show/Hide Properties.
- Edit the properties as needed and click OK.
- Click Save.
Note:
Hierarchy updates to member names or codes are automatically displayed in the member selections of a Dynamic Report. However, this does not apply to attributes, attribute hierarchies, alternate hierarchies, substitution variables user prompt, and Financial Package Publisher. Members that are used in a Dynamic Report and deleted from the Segment Hierarchies are still shown in the report selections, however, they are ignored when the report is run.
Delete
You can delete a rollup member and the leaf level member.
Delete a Rollup Member
- Open Hierarchy Management in Edit mode.
- Under Hierarchy Selection, select Type, Dimension, and Hierarchy and click Show.
- In the hierarchy tree, select the immediate parent member of the desired rollup member.
- In the middle panel, select the rollup member.
- Click Delete. The Delete pop-up appears.
- Click Delete to confirm the deletion.
Deleting a Leaf Level Member
- Open Hierarchy Management in Edit mode.
- Under Hierarchy Selection, select Type, Dimension, and Hierarchy and click Show.
- In the hierarchy tree, select the immediate parent rollup member of the desired leaf level member.
- In the middle pane, select the leaf level member.
- Click Delete. The Delete pop-up appears.
- Click Delete to confirm the deletion.
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