• Article

Hierarchies Page (Master Data Manager, Explorer)

Use the Hierarchies page to work with a specific explicit hierarchy or derived hierarchy. You can explore hierarchies, manage hierarchy structures, and view master data at various levels of the hierarchy.

This page contains four panes:

  • Explicit Hierarchy or Derived Hierarchy

  • Clipboard

  • Filter Criteria

  • Entity

Explicit Hierarchy or Derived Hierarchy

Use the ExplicitHierarchy or Derived Hierarchy pane to browse or update members of the hierarchy.

The hierarchy is displayed as a tree so you can expand and collapse hierarchy nodes to see child nodes. Clicking a node on the hierarchy causes the Entity pane to refresh and display members for that level of the hierarchy.

The hierarchy contains a special node named Root, from which all other nodes in the hierarchy descend.

Buttons

Button Name

Description

Pin selected item

Displays only the selected node and its descendants. This is helpful when browsing large hierarchies.

Locate parent of selected item

Refreshes the hierarchy to display the parent of the selected item in bold text. This is helpful when a pin is applied and you need to see a higher level in the hierarchy.

Refresh hierarchy

Refreshes the hierarchy to display updates. You can use this to remove a pin.

Show/hide names

Shows or hides names that are displayed in brackets in the hierarchy.

Show/hide attributes

Shows or hides the Filter Criteria and Entity panes. This is helpful when you are viewing a large hierarchy.

View metadata

Opens the Metadata Explorer page, from which you can view user-defined metadata for the hierarchy.

Search

Finds hierarchy members based on the text you type. A maximum of 500 records are displayed.

Clipboard

Use the Clipboard pane to manage the hierarchy structure.

Buttons

Button Name

Description

Copy to clipboard

Copies one or more selected nodes from the Hierarchy pane to the clipboard. These nodes can then be pasted as children or siblings in the hierarchy.

Nodes that are copied to the clipboard are displayed in a list within the clipboard.

Paste as child

Pastes selected nodes from the clipboard as children of the selected node in the hierarchy.

Paste as sibling

Pastes selected nodes from the clipboard as siblings or at the same level as the node selected in the hierarchy.

Clear clipboard

Clears all nodes from the clipboard.

Filter Criteria

Use the Filter Criteria pane to filter the grid.

Buttons

Button Name

Description

Apply filter

Filters the grid by the specified criteria.

NoteNote
You must first select a column and specify filter criteria or select a value from the cell in the grid.

Add filter row

Adds a row, from which you can specify additional filter criteria.

Delete selected filter row

Deletes the selected filter row.

Controls

Control Name

Description

Attribute

Double-click the cell to select the grid column from which you want to filter data.

Operator

Double-click the cell to enable a drop-down list that contains operators on which to filter. For more information about the operators, see the Operators table below.

Similarity Level

Displays the level of similarity used when comparing data to the filter criteria with the Matches or Does not match operator. A value closer to 1 returns a match more similar to your criteria than a value closer to 0. A value of 1 indicates to filter on an exact match.

Criteria

Double-click the cell and type the criteria on which you want to filter from the list of data.

Operators

Control Name

Description

Is equal to

Returns attribute values that are exactly the same as the specified criteria. For example, to filter on Mountain-100, you must type Mountain-100.

Is not equal to

Returns attribute values that are not exactly the same as the specified criteria. The filter criteria must be exactly the same as the attribute value you want to omit from the results. For example, to omit results that match Mountain-100, you must type Mountain-100.

Is like

Uses the LIKE operator from Transact-SQL to filter results. For more information, see LIKE (Transact-SQL) in SQL Server Books Online.

Is not like

Uses the NOT operator from Transact-SQL to filter results. For more information, see NOT (Transact-SQL) in SQL Server Books Online.

Is greater than

Returns attribute values that are greater than the specified criteria. For example, to return attribute values that start with a letter greater than F, type F.

Is less than

Returns attribute values that are less than the specified criteria. For example, to return attribute values that start with a letter less than F, type F.

Is greater than or equal to

Returns attribute values that are greater than or equal to the specified criteria. For example, to return attribute values that start with the number 3 or greater, type 3.

Is less than or equal to

Returns attribute values that are less than or equal to the specified criteria. For example, to return attribute values that start with the number 3 or less, type 3.

Matches

Uses a fuzzy lookup index to filter results. Use the Similarity Level field to specify how closely the attribute values must match the specified filter criteria.

Does not match

Uses a fuzzy lookup index to filter results. Use the Similarity Level field to specify how closely the attribute values must not match the specified filter criteria.

Contains pattern

Uses .NET Framework regular expressions to filter results on a specified pattern. For more information about regular expressions, see Regular Expression Language Elements in the MSDN Library.

Does not contain pattern

Uses the .NET Framework regular expressions to filter results that do not match a specified pattern. For more information about regular expressions, see Regular Expression Language Elements in the MSDN Library.

Is NULL

Returns attribute values that are null. The Criteria field disables when you select the Is NULL operator.

Is not NULL

Returns attribute values that are not null. The Criteria field disables when you select the Is not NULL operator.

Entity

Use the Entity pane to view members for the current entity. The entity name is displayed above the grid.

Buttons

Button Name

Description

Add member

Opens the Member Information page for the current entity, from which new members can be added.

Delete selected members

Deletes any members (rows) that are selected in the grid.

Apply business rules

Validates all selected members (rows) in the grid against active business rules.

Export to Excel

Exports all currently displayed members (rows) to Excel.

View metadata

Displays the Metadata Explorer window, from which you can view user-defined metadata for the entity.

Controls

Control Name

Description

Leaf

Select to display leaf entities only.

Consolidated

Select to display consolidated entities only.

A menu is displayed when you click the drop-down arrow in each row of the grid.

Menu Item Name

Description

Edit member

Opens the Member Information page, from which you can edit a member.

Delete member

Deletes the member.

View member transactions

Opens the Transaction Review page, from which you can view member transactions.

Annotate member

Opens the Add Annotation dialog box, from which you can annotate a member.

Grid Columns

Column Name

Description

Row selector

Select one, several, or all entities.

Note   A locked icon indicates the version is committed or the entity has Read-only permissions assigned.

Row drop-down menu

Displays available functions for that entity in a drop-down menu.

Business rule validation

Indicates business rule validation status with the following icons:

  • Check mark: Business rule validated

  • Exclamation point: Failed business rule validation

  • Question mark: Awaiting business rule validation

Name

Displays the entity's name.

Code

Displays the entity's code.

Attribute_name

Displays attribute values. A column is displayed for each attribute.