Restricting Characteristics: Hierarchies 

Use

In the Query Designer, you can restrict characteristics by hierarchy or hierarchy node, on a fixed or variable basis.

Choose from the following options:

·        Fixed hierarchy node – fixed hierarchy

Report on department A (fixed hierarchy node) for the hierarchy valid for 1999 (fixed hierarchy)

·        Variable hierarchy node – fixed hierarchy

Report on chosen department (variable hierarchy node) for the hierarchy valid for 1999 (fixed hierarchy)

·        Fixed hierarchy node – variable hierarchy

Report on department A (fixed hierarchy node) for the hierarchy valid for the current calendar year (variable 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).

Prerequisites

You use this function if hierarchies exist for the characteristic that you want to restrict.

For more information on hierarchies, see the Hierarchies section of the Administrator Workbench documentation.

Procedure

Fixed hierarchy – fixed hierarchy node

...

       1.      In the top left of the selection field, choose Single values and the required hierarchy from the top right corner.

       2.      Select the Fixed Values tab page.

       3.      In the list of available hierarchy nodes in the left-hand window, navigate to the hierarchy node you want to use.

       4.      Select the required hierarchy node and drag it into the Selection box on the right (or use the arrow icon pointing to the right). Next to the name of the hierarchy node you see the name of the hierarchy in brackets.

Fixed hierarchy – variable hierarchy node

...

       1.      In the top left of the selection field, choose Single values and the required hierarchy from the top right corner.

       2.      Select the Variables tab page.

       3.      Select the required variable from the list of available variables on the left-hand side.

       4.      Select the required variable and drag it into the Selection box on the right (or use the arrow icon pointing to the right).

Variable hierarchy – fixed hierarchy node

...

       1.      In the top left of the selection field, choose Single values and a hierarchy that contains the required hierarchy node, from the top right corner.

       2.      Select the Fixed Values tab page.

       3.      In the list of available hierarchy nodes in the left-hand window, navigate to the hierarchy node you want to use.

       4.      Select the required hierarchy node and drag it into the Selection box on the right (or use the arrow icon pointing to the right).

       5.      Highlight a hierarchy node in the right-hand box and choose Select variable hierarchy from the context menu (right mouse button). You reach the Select Variable for Hierarchy dialog box.

       6.      Select a variable hierarchy. See also: Selecting Hierarchies

       7.      Choose OK.

Variable hierarchy – variable hierarchy nodes

...

       1.      In the top left of the selection field, choose Single values and a hierarchy that contains the required hierarchy node, from the top right corner.

       2.      Select the Variables tab page.

       3.      Select the required variable from the list of available variables on the left-hand side.

       4.      Select the required variable and drag it into the Selection box on the right (or use the arrow icon pointing to the right).

       5.      Highlight a hierarchy node in the right-hand box and choose Select variable hierarchy from the context menu (right mouse button). You reach the Select Variable for Hierarchy dialog box.

       6.      Select a variable hierarchy. See also: Selecting Hierarchies

       7.      Choose OK.

Result

You have restricted a characteristic according to a node within a hierarchy. Choose OK. This takes you back to the Query Designer. Save your entries and execute the query.

If you have restricted a characteristic to a variable hierarchy and/or a hierarchy node, before the query is executed, a dialog box appears for you to enter variable values manually (provided that the variable is flagged as Ready for Input). For more information, see Defining Variables with the Variable Wizard.

Enter the required values and choose OK. The query can now be executed, with the values you have selected to fill the variable.