EDMCS Alternate Hierarchy

Written By: Wei Guo - Sr. Principal Consultant
Publication Date: 08/17/2020

Need help with Enterprise Data Management Cloud?

This is a step by step tutorial on how to set up node types, viewpoints, converters, and subscriptions for a dimension containing alternate hierarchy.

For this example, I will show how to add alternate hierarchy to the Entity Dimension for Financial Close application.

Prerequisite: I have registered an FCCS application, and loaded data for the Entity dimension, we can see the main hierarchy for the entity dimension rolls up to “FCCS_Total Geography”. We will be creating an alternate “Tax_hierarchy” for the Entity dimension.

1. Create a new node type for the alternate hierarchy entity dimension, select the Entity dimension from the FCCS application, assign a name. I have assigned the name “EntityTax” for this example.

2. Add the same properties as the main entity node type.

3. Add a new hierarchy set and add the EntityTax Node type to the definition.

4. Add a new node set and assign the new EntityTax hierarchy set to the node set.

5. Build the node type converter to convert the Main Entity node type to the EntityTax node type. To build the converter click on “Add” for source Node Type, properties should be automatically set to copy for all. Since alternate hierarchy should have data storage set to store, we need to change the operation for the “Data storage” property to transform. Click on the dx symbol to add expression, and type in “Shared” in the return box.

6. Repeat the process to build a node type converter for the Main Entity node type, to convert EntityTax node type to main Entity node type, leaving all operations as copy.

7. Go to view, click on the action->inspect->definition for FCCS view, and add a new viewpoint. In this example I have called the new viewpoint EntityTax and assigned the EntityTax node set created in step 4.

8. Verify the new viewpoint is present, add the top node for the alternate hierarchy “Entity_tax” under both the main hierarchy and the alternate hierarchy.

9. Click on the 3 dots next to the EntityTax viewpoint, click inspect->subscriptions. Create a new subscription, select the FCCS main entity dimension as the source viewpoint.

10. Click on the 3 dots next to the main Entity viewpoint, use the same method to add the subscription with the EntityTax viewpoint as source viewpoint. Turn on “Auto-Submit” for the main entity subscription. This will allow any changes posted to the alternate hierarchy to be automatically pushed to the main hierarchy.

11. The setup is complete. Try adding a node to the main hierarchy, the user should receive a request to add the same node to the EntityTax viewpoint. Please note the data storage property has been converted to “shared”. Drag and drop the new node to the appropriate parent, and the user should see the same member appear in the main hierarchy under the same member.

This method uses two subscriptions, once from main viewpoint to alternate viewpoint, then from alternate viewpoint back to main viewpoint but under an alternate hierarchy. This method lets the user apply node type property changes and maintain the alternate hierarchy in a separate viewpoint.

Need help with Enterprise Data Management Cloud?

FREE DEMO

Ready to try EDMCS?

Get Free Demo

Schedule your Free Automation Demo, and see it in action!

Witness 12 systems reconcile almost 1,000,000 transactions in minutes from 12 different files. Process Completion Notifications and Reconciliation Reports will be generated as part of the demo. No human interaction is used in the entire process!

We offer Autonomous Systems for EPM Cloud Applications such as Oracle Planning & Budgeting Cloud Service (PBCS)/EPBCS, Financial Close & Consolidations Cloud Service (FCCS), Hyperion Financial Management (HFM), Account Reconciliation Cloud Service (ARCS), Profitability & Cost Management (PCM) and more.

About the Author

Wei Guo Wei Guo is a Sr. Principal Consultant for Paradigm SES

Wei creates Autonomous Systems for Enterprise applications and has experience with Machine Learning and Predictive Analytics.

About Paradigm SES

Paradigm SES provides EPM and BI solutions to companies across the globe. Our team of experts have over 30 years of hands-on functional experience. We deliver process improvements, data management, data visualization and reports, and greater insights for a variety of Fortune 500 companies.

We are passionate about creating better work environments through efficiency and imaginative solutions.