Best Practices - Finance / Segment Hierarchies

Use members from the dimension main hierarchy for improved report performance. The Main hierarchy contains data and rollup members. The data members store data. You should use data members directly in a query to improve report performance. Data for the rollup members is calculated using the value of the children and the rollup operator. It is best to use rollup operators on an Account dimension only. Use the default rollup operator ‘+’ for all other dimensions.

Avoid using alternate hierarchies unless they are necessary. Alternate hierarchies contain reference members. Report performance may be decreased when you use reference members in reports.

Use an Attributes hierarchy to create an alternate hierarchy.

Avoid adding too many members under one parent (flat hierarchy), for example, rolling up days information directly to year level.

Keep Segment Hierarchies simple.

Consider loading unused/discontinued members to one member under the hierarchy.

Don’t forget to set a Member Code for each of your Segment Hierarchies.