Creating user hierarchies

In MicroStrategy Developer, you create user hierarchies using the Hierarchy Editor or Architect. For an introduction to user hierarchies and system hierarchies, see Types of hierarchies.

Follow the procedure below to create a user hierarchy with the Hierarchy Editor. For information on how to use Architect, see Creating user hierarchies using Architect.

To create a new user hierarchy

1 In MicroStrategy Developer, log into the project source that contains your project and open the project.
2 In the Folder List, navigate to and open the Schema Objects folder.
3 Open the Hierarchies folder, and then the Data Explorer folder.
4 From the File menu, select New, and then Hierarchy. The Hierarchy Editor opens, followed immediately by the Select Attributes dialog box.
5 In the Available objects pane, select the attributes to use in the hierarchy and click the arrow to add them to the Selected objects pane. Click OK to close the Select Attributes dialog box. The attributes you selected appear in the Hierarchy Viewer.
6 The arrows that connect certain attributes denote a relationship between the connected attributes. You can use these relationships as the browsing or drilling relationships for your hierarchy, or you can create your own.

To create a browsing or drilling relationship, select in the middle of an attribute that is to be enabled to browse to and/or drill down to another attribute. Drag from the middle of the attribute to the related attribute. A browsing and/or drilling relationship is created between the two attributes.

7 To use the hierarchy as a drill hierarchy, select the Use as a drill hierarchy check box at the bottom of the Hierarchy Editor. If you clear this check box, the hierarchy is only used for browsing.

A drill hierarchy can be used for browsing as well as drilling. Drill hierarchies are discussed in Hierarchy browsing.

8 Each attribute in a user hierarchy has properties that affect how that attribute is displayed and accessed in a hierarchy. You can right-click an attribute and configure the properties listed below:
Define Browse Attributes: Defines the attributes to which users can browse to and/or drill to from the selected attribute. These relationships can also be defined by dragging-and-dropping from one attribute to another as described earlier in this procedure.
Define Attribute Filters: Specifies whether the data retrieved and displayed should be complete or filtered by any specific criteria. A filter on a hierarchy acts like a filter in a report. Only data satisfying the filter criteria is displayed (see Filtering attributes in a hierarchy).
Set As Entry Point: Specifies whether the user can begin browsing in this hierarchy using this attribute (see Entry point).
Element Display: Determines the elements a user can see. The element display may be Locked, Unlocked, or Limited (see Controlling the display of attribute elements).
9 Click Save and Close. The Save As dialog box opens.
10 Type a name for the hierarchy. Then navigate to the location in which you want to save the hierarchy.

You can save user hierarchies in any folder. However, to make the user hierarchy available for element browsing in the Data Explorer, you must place it in the Data Explorer sub-folder within the Hierarchies folder. This is discussed in Hierarchy browsing.

11 From the Schema menu, select Update Schema.