Wiki source code of Gestionnaire de hiérarchies
Last modified by Aurelie Bertrand on 2026/07/15 11:57
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| 1 | (% class="wikigeneratedid" id="HOutils" %) | ||
| 2 | Shared hierarchies are automatically created on date-type objects: Date, Year Month, Year Week. | ||
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| 4 | You can also share the hierarchies you create within a specific role or with all roles. | ||
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| 6 | The **Hierarchy Manager** allows you to create new shared hierarchies as well as edit or delete existing hierarchies. | ||
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| 8 | (% class="box warningmessage" %) | ||
| 9 | ((( | ||
| 10 | ❗ Modifying a hierarchy affects all elements that use it. | ||
| 11 | Right-click on the hierarchy and select [[Dependency Analysis>>doc:Digdash.user_guide.studio.managers.dependencies.WebHome]] to view its scope of use, or use the **Duplicate** function. | ||
| 12 | ))) | ||
| 13 | |||
| 14 | [[image:Hierarchy_manager_en.png]] | ||
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| 16 | Hierarchies are listed on the left. They are grouped by type: Continuous/Time Dimension and Discrete/Geographic Dimension. | ||
| 17 | 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. | ||
| 18 | Clicking on a hierarchy displays its definition on the right. | ||
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| 20 | (% class="wikigeneratedid" id="HCrE9erunehiE9rarchie" %) | ||
| 21 | **To create a new hierarchy:** | ||
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| 23 | 1. Click the **+** button above the hierarchy list. | ||
| 24 | ➡ A **New** dialog box appears. | ||
| 25 | [[image:New_hierarchy_en.png]] | ||
| 26 | 1. Enter the hierarchy **Name**. | ||
| 27 | 1. 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. | ||
| 28 | 1. 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. | ||
| 29 | 1. In the **Level Definition** section, select the hierarchy type **Calculated** or **Explicit**. | ||
| 30 | Fill in the fields according to the instructions provided in the [[Calculated hierarchy type>>doc:Digdash.user_guide.studio.Create_datamodel.configure_data_model.Configure_columns.Create_hierarchy.Create_hierarchy_continuous_dimension.WebHome||anchor="Hiérarchie_calculée"]] and [[Explicit hierarchy type>>doc:Digdash.user_guide.studio.Create_datamodel.configure_data_model.Configure_columns.Create_hierarchy.Create_hierarchy_continuous_dimension.WebHome||anchor="Hiérarchie_explicite"]] sections. | ||
| 31 | 1. Check the **Add to all upcoming time dimensions** box if you want to add the hierarchy to all new time dimensions. | ||
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| 33 | **To duplicate a hierarchy:** | ||
| 34 | |||
| 35 | * Select a hierarchy and click the [[image:en_Duplicate_button.png||alt="Duplicate" height="17" width="19"]]** **button, then proceed as for creating a hierarchy. | ||
| 36 | |||
| 37 | **To rename a hierarchy:** | ||
| 38 | |||
| 39 | 1. Select the hierarchy you want to rename and click the **[[image:en_Rename_button_FR.png||alt="Rename" height="20" width="20"]]** button. | ||
| 40 | 1. Enter the new name and click **OK**. | ||
| 41 | |||
| 42 | **To delete a hierarchy:** | ||
| 43 | |||
| 44 | * Select the hierarchy you want to delete and click the [[image:en_Delete_button.png||alt="Delete" height="20" width="20"]] button. | ||
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| 46 | (% class="box infomessage" %) | ||
| 47 | ((( | ||
| 48 | You can also create, duplicate, delete a format, as well as access the [[dependency analysis>>doc:Digdash.user_guide.studio.managers.dependencies.WebHome]] tool by right-clicking on the desired format. | ||
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| 50 | [[image:Hierarchy_manager_contexte_menu_en.png]] | ||
| 51 | ))) | ||
| 52 | |||
| 53 | **To change the hierarchy name in different languages:** | ||
| 54 | |||
| 55 | * Click the [[image:en_Translate_button.png||alt="Multi-language editing" height="23" width="25"]] 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>>doc:Digdash.user_guide.studio.translate_items.WebHome]] page for more details. |