Creating Hierarchies

When you upload a data file, using the default wizard settings, the wizard creates dimension hierarchies automatically, based on name pattern-matching and date-time analysis. Optionally, you can create additional hierarchies to organize individual columns, enable drill-downs in your data, and add more flexibility to your synonym.

Note: If you set BV_NAMESPACE=ON, you are able to add new folders, but will not be able to create new hierarchies.

Procedure: How to Create a Hierarchy

  1. When uploading data or connecting to data on the main metadata screen, in the Business View Pane, right-click a dimension folder, point to Insert, and then click New Levels Hierarchy.

    The Hierarchy is added to the dimension folder.

  2. Right-click the Hierarchy, and then click Rename.

    The Rename dialog box opens.

  3. Type the name of your new hierarchy and click OK.

    Note: You can also turn an existing dimension into a dimension hierarchy. To do so, right-click the dimension, and then click Create Hierarchy.

  4. Drag individual columns into the new hierarchy in a logical order to populate it.
  5. To remove a field from the hierarchy, right-click the field, and then click Remove from Hierarchy.
  6. Once you have edited your metadata, click Next.

    The Save As dialog box opens.

  7. Enter a name for the synonym in the File Name field and click OK.
    A pop-up window opens, providing access to the following options:
    Create.

    Allows you to create a report, chart, document, or visualization with your new Master File.

    Finish.

    Closes the wizard.

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