Hierarchy Manager

Last modified by Aurelie Bertrand on 2026/07/15 11:57

Shared hierarchies are automatically created on date-type objects: Date, Year Month, Year Week.

You can also share the hierarchies you create within a specific role or with all roles.

The Hierarchy Manager allows you to create new shared hierarchies as well as edit or delete existing hierarchies.

❗ Modifying a hierarchy affects all elements that use it.
Right-click on the hierarchy and select Dependency Analysis to view its scope of use, or use the Duplicate function.

Hierarchy_manager_en.png

Hierarchies are listed on the left. They are grouped by type: Continuous/Time Dimension and Discrete/Geographic Dimension.
Discrete dimension hierarchies are read-only. They are based on a data model and dimension members, so they can only be modified or created from the data model configuration.
Clicking on a hierarchy displays its definition on the right.

To create a new hierarchy:

  1. Click the + button above the hierarchy list.
    ➡ A New dialog box appears.
    New_hierarchy_en.png
  2. Enter the hierarchy Name.
  3. In the Role dropdown list, select the role to which you want to restrict access to the hierarchy, or None to share it with all roles, then click OK. The field can also be used as a search bar if there are many roles.
  4. In the Levels field, a first level called Level 0 is defined. Rename this level by clicking the   button on the right and typing the desired name in the Rename Level box.
  5. In the Level Definition section, select the hierarchy type Calculated or Explicit.
    Fill in the fields according to the instructions provided in the Calculated hierarchy type and Explicit hierarchy type sections.
  6. Check the Add to all upcoming time dimensions box if you want to add the hierarchy to all new time dimensions.

To duplicate a hierarchy: 

  • Select a hierarchy and click the Duplicate button, then proceed as for creating a hierarchy.

To rename a hierarchy:

  1. Select the hierarchy you want to rename and click the Rename button.
  2. Enter the new name and click OK.

To delete a hierarchy:

  • Select the hierarchy you want to delete and click the Delete button.

You can also create, duplicate, delete a format, as well as access the dependency analysis tool by right-clicking on the desired format.

Hierarchy_manager_contexte_menu_en.png

To change the hierarchy name in different languages:

  • Click the Multi-language editing button to the right of the Identifier field to access the Multi-language edition interface and enter the displayed value for each language. See the Translating the name of an object page for more details.