How to: Create an Explicit Hierarchy (Master Data Services)

In Master Data Services, create an explicit hierarchy when you need a ragged hierarchy in which members can exist at any level. Explicit hierarchies contain members from a single entity.

To perform this procedure:

To create an explicit hierarchy

  1. In Master Data Manager, click System Administration.

  2. On the Model Explorer page, from the menu bar, point to Manage and click Entities.

  3. On the Entity Maintenance page, select the row for the entity that you want to create an explicit hierarchy for.

  4. Click Edit selected entity.

  5. On the Edit Entity page, in the Explicit hierarchies pane, click Add explicit hierarchy.

  6. On the Add Explicit Hierarchy page, in the Explicit hierarchies box, type a name for the hierarchy.

  7. Optionally, clear the Include all leaf members in mandatory hierarchy check box to create the hierarchy as a non-mandatory hierarchy.

  8. Click Save hierarchy.

  9. On the Edit Entity page, click Save entity.

  10. At the top of the Entity Maintenance page, click Home.

  11. On the Master Data Manager home page, from the Model list, select a model.

  12. From the Version list, select a version.

  13. Click Explorer.

  14. From the menu bar, point to Hierarchies and click Hierarchy:hierarchy_name. All members are displayed at the root or in an Unused folder.

  15. In the Entity pane, select the Consolidated option.

  16. Click Add member.

  17. On the Member Information page, in the Name field, type a name for the member.

  18. In the Code field, type a code for the member.

  19. Click Find parent node to select a hierarchy node to add the new member to.

  20. Click Save and go back.

  21. In the Explicit Hierarchy pane, drag a leaf or consolidated member to the consolidated member that you want to be a parent, or to the root. To move multiple members, select the check box for each member before dragging.

Community Additions