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Managing Hierarchies

Importing and Exporting Hierarchies

Importing a New Hierarchy

  1. Click on the Import icon.
  2. Choose the file you want to import from the dialog.

    image22.png

    Warning

    This will replace the entire hierarchy. If members are not included, they will be lost, and all data will be lost from them.

  3. Click the IMPORT button to import the file.

File Format

The import file can be an excel or comma delimited file. The first row must be a header row with the column name for the dimension table. Mandatory columns are:

Column Header

Description

Name

The member name.

Valid characters for member names is limited to letters, numbers, underscores, parentheses, and spaces as noted below:

  • a-z
  • A-Z
  • 0-9
  • _
  • ( )
  • spaces

ParentName

Name of parent member. Null for root members.

IsLeaf

Specifies whether this is a leaf member.

Valid values:

  • 1 - leaf
  • 0 - parent members

Caption

Name of the caption for the member. Can be blank.

Optionally, a column can be included for attributes. The column name naming convention is p_attributename, where attributename is the name of the attribute. 

For example:

image23.png

Validation

The import file is validated for consistency. The file must meet the following criteria:

  • The member’s name must be unique in the dimension.
  • The parent’s name cannot be set to a leaf.

Exporting Hierarchies

To export the dimension to an output file:

  1. Click the Export icon on the toolbar.
    image24.png
  2. Select the File Format: Excel or CSV.
  3. Select the Export Keys checkbox if you wish to export the key value instead of the name.
  4. The file will be exported to the Downloads folder. The naming convention of the file name is the name of the dimension exported.