Adding an Attribute Hierarchy

To add an attribute hierarchy to a dimension, complete the following steps:

1. Navigate to Maintenance > Hierarchy > Hierarchy Management.

2. Select Financial Hierarchies, select a dimension, and click Setup.

3. On the Financial Hierarchies Setup page, click Add.

4. Select the Attribute Hierarchy Hierarchy Type.

5. Enter a name and description.

6. For Type, there are two types of attribute hierarchies you can define; Rollup based on Attributes and Rollup created manually. Select Rollup based on Attributes to have all levels of your hierarchy automatically rollup based on defined attributes. Select Rollup created manually to define how you want the leaf level members to roll up within the hierarchy. For example, you might want your company's subsidiaries to rollup based on the state they operate in versus a company account they are naturally associated with.

7. When you select Rollup Created Manually, the Leaf Level field appears. Select the leaf level rollup member. For example, if you have an attribute hierarchy associated with a Product dimension and want the hierarchy to rollup to an AllProdManRollup, the leave level member might be ProductManager. For example:

   Level 1 Rollup = AllProdManRollup

   Level 2 Parent = Regions

   Level 3 Leaf = ProductManager

8. In the Specify Levels field, enter the number of levels you want the hierarchy to have and press Enter on your keyboard or click the add level button.

9. The highest level (or root) of a hierarchy is the hierarchy name. Provide level names for the levels you specify. In this case, you would enter Regions for the parent level and ProductManager for the leaf level. Note that the Level Name list box is populated with attributes defined on the Attribute page.

You can edit an attribute hierarchy ONLY if Used in Reporting is No.