Creating and Modifying Hierarchies

Creating hierarchies

You choose Hierarchy from the Maintain menu to create a new hierarchy. This opens the Maintain Hierarchy dialog box. From this starting point you can perform the following functions:

• Enter a name for the hierarchy. The name is the external identifier for the hierarchy.

• Enter the base dimension for the hierarchy. The object name is the internal identifier for the hierarchy.

• Choose the dimension values that comprise the hierarchy.

• Specify the position of each dimension value within the hierarchy.

Example: Hierarchy information

The following example shows the Maintain Hierarchy dialog box with information for a Product hierarchy.

Modifying hierarchies

You choose Hierarchy from the Maintain menu to modify hierarchies. This opens the Maintain Hierarchy dialog box, from which you can perform the following maintenance functions:

• You can edit a hierarchy by adding dimension values or removing dimension values.

• You can give a hierarchy a new name.

• You can move a hierarchy to a new position in the list of hierarchies maintained by the system.

• You can delete a hierarchy from your personal database. As an administrator, you can also delete a hierarchy from the shared database by deleting it from your personal database, and then distributing this change to the shared database.

Related information

For more information about working with hierarchies, refer to the following topics in the Financial Analyzer Help system:

"Creating Hierarchies."

"Deleting Hierarchies"

"Editing Hierarchies"

"Moving Hierarchies"

"Renaming Hierarchies"