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Restricting Characteristics on Hierarchy NodesLocate this document in the navigation structure

The following section explains how to restrict a characteristic to a hierarchy node (either a fixed or variable restriction).

Context

You have a characteristic in the filter, for which there are one or more hierarchies. You can restrict this characteristic to a hierarchy node. The Edit Filter dialog box appears.

The following table provides an overview of the various possibilities for restricting hierarchies and hierarchy nodes (fixed or variable restriction):

Table 1: Using Variables for Hierarchies and Hierarchy Nodes

Selection

Example

Fixed Hierarchy Node - Fixed Hierarchy

Report on department A (fixed hierarchy node) for the hierarchy valid for 2015 (fixed hierarchy)

Variable Hierarchy Node - Fixed Hierarchy

Report on chosen department (variable hierarchy node) for the hierarchy valid for 2015 (fixed hierarchy)

Variable Hierarchy Node - Variable Hierarchy

Report on a chosen department (variable hierarchy node) for the hierarchy valid for the current calendar year (variable hierarchy).

Procedure

  1. If you want to restrict a hierarchy-bearing characteristic to a specific hierarchy node, proceed as follows:
    1. Choose the Hierarchy Nodes tab.
    2. Select a characteristic hierarchy using Browse. On the left of the screen, you see a list of all available hierarchy nodes.
    3. Add the hierarchy node of your choice by double-clicking it.
    4. Confirm by pressing OK.
  2. If you want to allow a user to be able to restrict a characteristic at query runtime to a variable hierarchy node (of a hierarchy specified as fixed or variable), proceed as follows:
    1. Choose the Hierarchy Nodes Variables tab. In field Referenced Hierarchy, the system displays the first characteristic hierarchy that it finds as a reference hierarchy.
    2. If you want to use a different characteristic hierarchy as a reference hierarchy, choose Change. The Select Hierarchy dialog box appears: Choose Browse to select a different characteristic hierarchy. If you want to keep the hierarchy selection flexible, you can assign a variable for the reference hierarchy by using the variable symbol. Confirm your selection by pressing OK.
    3. Drag the hierarchy node variable into the right-hand screen area. The variable is either linked to the default reference hierarchy or to a reference hierarchy that you specified.

    The system applies the hierarchy node variable to the Filter and Sheet tabs.

    You have now restricted a characteristic to either a fixed hierarchy node of a fixed selected hierarchy, or to a variable node within a fixed or variable hierarchy. If you have used variables, then before the query is executed, a dialog box appears where you can manually enter variable values (provided that the variable is flagged as input-ready).