How to Add a Member to Hierarchy?

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To add a new member (i.e. Rollup Node or Leaf Node) to the hierarchy, follow the steps below:

  1. Navigate to Maintenance > Hierarchy > Hierarchy Management.

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

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

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

  5. Click the Add icon.

  6. Select Rollup Node or Leaf Node from the Node Type drop-down list.

    1. For Rollup Node, you can only create Rollup Member as Node Sub Type.

    2. For Leaf Node, 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 leaf-level member in Entity Hierarchies, the Default Budget Entity hierarchy is selected in the Node Sub Type drop-down list.

  7. Click Add.

  8. Complete the required fields

    1. Default Properties

    2. Segment Properties

    3. Source Properties

    4. User Defined Attributes

      To know more about each properties, refer to Exploring the Right Pane in the Hierarchy Management Interface.

      Notes:

      • Default Properties apply to all dimension members.

      • Segment Properties, Source Properties, and User-Defined Attributes are displayed based on the selected Dimension, Hierarchy type and whether the member is a roll-up or leaf-level.

      • Administrators can add Aliases under the Default Properties section to assign business/organization-friendly names to hierarchy members, enabling users to use familiar, non-technical terms when asking data-related questions in Planful AI - Analyst Mode.

  9. Click OK.

  10. Click Save.