Duplicating the Organization hierarchy

  1. Start Designer.
  2. Right-click the Organizations dimension and select Properties.
  3. Click the Hierarchies tab.
  4. Click the Duplicate hierarchy icon.
    The New hierarchy name field displays the name of the duplicate hierarchy. The name is the date of the duplication, preceded by V, in the format VYYYYMMDD. For example, if the duplicate is created on 1st August 2018, the hierarchy name is V20180801. The date information is important because it defines the validity of the hierarchy. You can change this information but the format must always be VYYYYMMDD. For example, if the original hierarchy is valid until the end of July 2018, the hierarchy name can be changed to V20180731.
  5. Click OK, and OK again when prompted that the hierarchy has been duplicated.
  6. Optionally, double-click the duplicate hierarchy to specify a different name or description, or to specify a default member.
  7. Click OK to close the Dimension Properties dialog box
Any hierarchy structure changes should be done in the default hierarchy [BPDORGANIZATION] to preserve the structure of the past hierarchy. At the moment of the duplication, the structure of both hierarchies is identical.