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A User-Defined Hierarchy is a named selection of members, all from the same dimension. User-Defined Hierarchies are an easy way of displaying members you always analyze in a report.

Prerequisites

You are the strategy management administrator.

You see an Edit link in the Presentation section. If you do not see an Edit link, it means the dimensional model does not have User-Defined Hierarchies allocated for its dimensions. In this case, you cannot create, edit, or use User-Defined Hierarchies.

Features

You can do the following with User-Defined Hierarchies:

  • You can create private User-Defined Hierarchies and use them in your own private reports.

  • You can create group User-Defined Hierarchies and use them in your own private or group reports.

  • If you have the Save Public permission selected for your application group, you can create a public report that includes a public User-Defined Hierarchy.

    You can create User-Defined Hierarchies for a dimension but not for attributes. Each dimension has a maximum number of User-Defined Hierarchies that can be created. This is set up by your administrator. You can create one less than the maximum number of User-Defined Hierarchies allocated for each dimension. If you exceed this limit, you receive a message.

    User-Defined Hierarchies can be selected in a Select dialog box and displayed in a report, similar to the way you select a dimension member and have it appear in a report. The only difference is that the User-Defined Hierarchy represents a group of members rather than one single member.

  • You can select public User-Defined Hierarchies and include them in your own private reports, group, or public reports.

  • You can select group User-Defined Hierarchies and include them in your own private reports or group reports.

  • You can edit, rename, and delete your own private or group User-Defined Hierarchies.

    If you edit a User-Defined Hierarchy that is displayed in the current report or in a saved report, the report is refreshed with the changes.

    If you delete a User-Defined Hierarchy that is displayed in the current report, you receive a message informing you that the User-Defined Hierarchy is currently being used in the report. If you continue with the deletion, the report displays the same view without the User-Defined Hierarchy selection. If you delete a User-Defined Hierarchy that is displayed in a saved report, when you reopen the report, the report displays the same view without the User-Defined Hierarchy selection. If this is a Navigator report, the report is reset to time appearing across the page and metrics appearing down the page.

Activities

  • To create a User-Defined Hierarchy, from the User-Defined Hierarchy drop-down list, select whether to create the User-Defined Hierarchy for private use, public use, or for group use. Then click Edit to display the User-Defined Hierarchies dialog box.

  • To edit, rename, or delete a private, group, or public User-Defined Hierarchy, from the User-Defined Hierarchy drop-down list, select Myself only (Private) or Group, or All users (Public), and then click Edit to display the User-Defined Hierarchies dialog box.