Creating a Level-Based Hierarchy

Use level-based hierarchies when your data is organized into levels, such as Product Category, Product Group, and Product. When the data is displayed in a story, hierarchies can be expanded or collapsed.

Context

You can create a level-based hierarchy during the data-preparation stage, or in the Modeler.

Procedure

To create a level-based hierarchy in the data-preparation stage

  1. Start creating a model.

    After the initial raw data import, you'll see the data integration view, where you perform data preparation before creating the model.

  2. In the toolbar, select (Level Based Hierarchy).
  3. In the Hierarchy Builder, type a name for the hierarchy.
  4. Select columns to build your hierarchy.
    You can drag the column tokens to change the order of the levels.

  5. Select Generate a 100% unique bottom level for my hierarchy if you want to prevent single dimension members from having multiple descriptions.
  6. Select OK when finished.
    To see detailed information about the new hierarchy, select the hierarchy column. Information is shown in the Details panel.
  7. If you want to add more level-based hierarchies, or copy, edit, or delete a hierarchy, select (Level Based Hierarchy) to open the Hierarchy Builder again.
  8. When you've finished creating hierarchies, select Create Model.
  9. In the Modeler, switch to the Model view.
  10. Open a dimension that you've created a level-based hierarchy for.
    You'll see the hierarchy you created in the Dimension Settings panel. If you want to make any changes to the hierarchy, select the hierarchy to open the Hierarchy Builder.

To create a level-based hierarchy in the Modeler

  1. Import data and create your model, or open an existing model.
  2. In the Modeler, switch to the Model view.
  3. Open a generic or organization dimension.
  4. In the Dimension Settings panel, select Start of the navigation path Create Hierarchy Next navigation step Level-Based HierarchyEnd of the navigation path.
    If other level-based hierarchies already exist, select one of them to open the Hierarchy Builder.
  5. In the Hierarchy Builder, select , and then type a name for the hierarchy.
  6. Select columns to build your hierarchy, and select OK when finished.
    You can drag the column tokens to change the order of the levels.

  7. If you want to add more level-based hierarchies, or copy, edit, or delete a hierarchy, select (Hierarchy Management).