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This tutorial covers how to combine different hierarchies into a single hierarchy.
Approximately 20 min.
With a blender, you can combine different hierarchies into a single hierarchy. For this type of blender, you configure the following blender wizard tabs in this manner:
- Source—Select the hierarchies that you want to combine from the source version with the hierarchies in the target version. If you want to include all hierarchies from both versions, leave the Blend All Hierarchies option enabled.
- Style—Enable the Allow Hierarchy Creation and Process Structure options. If you want to include property values from the source version, also enable the Process Properties option.
- Filters—Enable the Process Inserts option to allow nodes to be added to the hierarchies that are created by the blender.
- Properties—Choose the properties that you want to copy from the source version, if needed.
- Target—Configure a new version to contain the hierarchies from the source and target versions.
In this tutorial, you combine the BalanceSheet, IncomeStatement, and CashFlow hierarchies (all from the same version) into a single hierarchy named TotalAccounts.
Before starting this tutorial, you should have access to or have installed Oracle Hyperion Enterprise Performance Management 11.1.2.1.0 and Oracle Hyperion Data Relationship Management, Fusion Edition 11.1.2.1.0.
In this topic, you create a blender that combines hierarchies from the same version into a new hierarchy.
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Begin in the Blend task group.
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Use the Blend task group to create, copy, and delete blenders.
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Click the New Blender button.
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Use the blender wizard to configure the source, style, filters, properties, and target for your blender. You begin on the Source tab.
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Use the Source tab to select source and target versions for the blender. The target hierarchy receives values from the source.
Perform the following actions on the Source tab:
- In the Source Version drop-down list, select [Default Current Version] - 2010 03 - Production.
- In the Target Version drop-down list, select 2012 - Plan.
- Clear the Blend All Hierarchies field because you want to work with only three hierarchies in the source.
- Leave the Use Profile Defaults For All Hierarchy Sets field select. Use this field to apply the profile default (filters and properties) to all hierarchy/top node sets. If you clear this field, you can later configure it for each hierarchy/top node set.
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Click the New button to add a hierarchy/top node set.
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Use the Add Blender Hier-Set dialog box to map a hierarchy/top node in the source to a hierarchy/top node in the target.
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Perform the following actions on the Source tab:
- In the Hierarchy drop-down list, select BalanceSheet.
- Leave the 200000 node selected as the source top node.
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Click the Target tab.
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Perform the following actions on the Target tab:
- In the Method drop-down list, select Selected. Use this list to indicate whether you want to specify or select a hierarchy and target top node.
- In the Hierarchy drop-down list, select TotalAccounts.
- In the Nodes section, select BalanceSheet as the target top node.
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Click OK.
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The Source and Target columns display the hierarchy/top node set that you just configured.
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Repeat steps 4 through 7 to add two more hierarchy/top node sets per the following mappings:
- The IncomeStatement node in the IncomeStatement
hierarchy is mapped to the IncomeStatement node in
the TotalAccounts hierarchy.
- The CashFlow node in the CashFlow hierarchy is mapped
to the CashFlow node in the TotalAccounts hierarchy.
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Click the Style tab.
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Use the Style tab to select structure and property options for your blender.
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Perform the following actions on the Style tab:
- Select the Process Structure option to enable all structural actions on the Filters tab. Actions include inserts, removes, moves, activations, and hierarchy validation assignments.
- Leave the Allow Hierarchy Creation option cleared because the TotalAccounts hierarchy already exists in the target version.
- Leave the Allow Leaf Promotion option cleared. If a node in the source version has children, but its corresponding node in the target version is a leaf node, then the Allow Leaf Promotion option enables the blender to promote the node to limb status. The child nodes from the source version are then added under the limb node in the target version.
- Select the Process Properties option to control whether property values are blended on the Properties tab.
- Leave the Disable Realtime Validations option cleared to display all real-time validations on the target version in the blender results. This feature is useful when you expect many invalid changes to occur and prefer to analyze those changes later on by using batch validations.
- Leave the Use the Process Version Validation Assignments option cleared. This feature enables the blender to process version-level validation assignments from the source version to the target version.
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Click the Filters tab.
Use the Filters tab to select processing options for the profile default. You can also specify hierarchy overrides, if needed.
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Perform the following actions on the Profile Defaults sub-tab of the Filters tab:
- Leave the Process Inserts option selected to insert any nodes existing only in the source hierarchy into the target hierarchy. If a node being inserted does not exist in the target version, then it will be created by the blender.
- Clear the Process Removes option that enables the blender to remove nodes that exist only in the target hierarchy. If you select this option, you must select one of the following options for the remove mode:
• Remove—removes the node during blending
• Mark—marks the node for later removal. You also select a remove indicator property that flags the node for removal. Note: An administrator must create this local Boolean property beforehand.
- Clear the Process Moves option that enables the blender to move nodes that have a different parent in the source version to that parent in the target version.
- Clear the Process Activations option that enables the blender to process node activations (inactivate and reactivate) from the target version to the source version.
- Clear the Process Hierarchy Validation Assignments option that enables the blender to process the hierarchy-level validation assignments from the source version to the target version.
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Click the Properties tab.
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Use the Properties tab to configure default properties to be blended for the blender profile. You can also configure hierarchy overrides, if necessary.
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Perform the following actions on the Profile Defaults sub-tab of the Properties tab:
- In the Property Selection drop-down list, select Selected.
Use the Property Selection list to specify whether you want to blend specific properties, no properties, or all properties (excluding properties used for node-level validations and for node access group assignments).
- In the Property Propagate Mode drop-down list, select Defined. Use the Property Propagate Mode field to specify how a property is populated in the target. You can select one of the following options, which are listed from most used to least used:
• Defined—overwrites the target property value with the source property value for any node where the property is explicitly defined in the source version.
• Difference—overwrites the target property value with the source property value for any node where the source and target property values are different, and regardless of how that property is populated in the target version.
• Force—overwrites the target property value with the source property value for every node in the target, regardless if that property is defined for that node, is inherited, or is derived.
- Leave the Propagate Property Locks option cleared. This feature enables the blender to blend locks for inherited property values in the source version into the target version.
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Click Add to select properties to be propagated.
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In the Property drop-down list, select Description.
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Click Update.
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Click the Target tab.
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Use the Target tab to define a new version that stores the blender result, set maximum iterations and maximum error values, and configure blender status properties.
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Perform the following actions on the Target tab:
- In the Target Version drop-down list, leave Use Selected Target selected to use the target you specified on the Source tab, which is 2012 - Plan.
- Leave the Max Iterations field to its default value of 1—The Max Iterations field specifies the maximum number of attempts to reconcile the source and target versions. In this example, one iteration is sufficient because there is no overlap between the blended hierarchies. Conflicts that would require additional iterations are not possible.
- Leave the Max Errors field to its default value of 10—The Max Errors field sets the maximum number of errors that can occur during processing before the blender stops.
- Leave the Blender Status Properties to their default values—The Blender Status Properties section tracks node, hierarchy, and version changes during blending. For each action that you want to track, you must select a property to store a status value (True or False). Note: You must configure these properties before running the blender.
- Click the Save As button.
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In the Save Blender dialog box, perform the following actions:
- In the Name field, enter Creating TotalAccounts.
- Optional. In the Description field, enter a meaningful description of the new blender. For example, enter Combines BalanceSheet, IncomeStatement, and CashFlow.
- In the Object Access Level drop-down list, leave User selected. The Object Access Level field assigns one of the following access levels:
• User—Enables only you to run and edit the blender
• Standard—Enables all users to run the blender, but only users with the Data Manager role can edit it
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Click OK. The tab name is displayed as Creating TotalAccounts.
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Click the Run button to process the blender.
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The blender completed processing without any errors.
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In this topic, you verify the blender results.
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Right-click the Home tab.
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Select Browse to navigate to the Browse task group for viewing the blender results.
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Click the 2012 - Plan version to view its hierarchies.
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Expand the Account hierarchy group.
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Double-click the TotalAccounts hierarchy to open it.
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Click the Expand Tree to Level ( ) button to expand the tree to display level three nodes.
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In the Expand Tree to Level dialog box, enter 3.
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Click OK.
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The nodes from the BalanceSheet, IncomeStatement, and CashFlow hierarchies are blended into the TotalAccounts hierarchy.
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In this tutorial, you have learned how to combine different hierarchies into a single hierarchy.
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