Adding a hierarchy to a dimension

  1. Select Dashboards > Data Integrations > OLAP Modeling.
  2. Select the model and dimension.
  3. Click the Hierarchies tab.
  4. Click Add.
  5. Specify this information:
    Name
    Specify the name of the hierarchy. After you add the hierarchy to a dimension, you cannot edit the hierarchy name.
    Default Caption
    Specify the caption for the hierarchy.
    Default Description
    Optionally, specify the description for the hierarchy.
  6. Optionally, select the Use as default hierarchy check box to make the hierarchy the default hierarchy.
  7. Click Next.
  8. In the Elements Table section, select one of these options:
    Option Description
    Select Elements Table

    Select the elements table name from the list.

    When this option is selected, ensure that the table has these columns:

    • ID: Required.
    • ElementType: Optional, but recommended to support the full functionality.
    • OrderPosition: Optional, but recommended to support the full functionality.
    • DataSourceID: Optional, but recommended to support the full functionality.
    • ParentID: Optional, but recommended to support the full functionality. Used only if you do not use a separate table for relations.
    • Weight: Optional, but recommended to support the full functionality. Used only if you do not use a separate table for relations.
    Create Elements table

    An elements table is created by the system.

    When this option is selected, these additional settings are available:

    • Add initial element: Selected by default. When selected, a single element is automatically inserted into the new table. Enables immediate publication of the hierarchy.
    • Element Name: By default, set to Unassigned. Rename it, if needed.
      Note: The name must comply with these OLAP naming rules:
      • Maximum 71 characters
      • Not allowed characters: [}} or {{]
      • Not allowed element names: B:* or C:*
  9. In the Relations Table section, select one of these options:
    Option Description
    No Relations Table No relations table is used.
    Select Relations Table Select the relations table name from the list.
    Create Relations Table A relations table is created by the system.
    If you select a relations table, ensure that it has these columns:
    • ID: Required.
    • ParentID: Required.
    • Weight: Optional, but recommended to support the full functionality.
    • OrderPosition: Optional, but recommended to support the full functionality.
    • DataSourceID: Optional, but recommended to support the full functionality.
  10. Click Finish.
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