Exploring the Hierarchy Management Facet

Using the Hierarchy Management facet, you can visualize the hierarchies and make quick updates.

With the functionalities packed in the latest version of the Hierarchy Management facet, as a Data Steward, you can use this powerful tool to manage your hierarchy data and visualize it in different ways, as well as, make changes in the hierarchies with just a few clicks. As an example, you can easily change your organization hierarchies to match the latest changes in your organization, or, update the sales hierarchy to match the sales and marketing updates in your company.

The Hierarchy Management facet is accessible from any perspective, therefore, the different modes of the perspective allow you to manage the hierarchy data also accordingly. In the View mode, you are not allowed to make any changes to the data. To make any changes, you must select the Edit mode on the Profile view.

The various modes on the Profile view are shown in the following image:

Using the View mode

The title on your Hierarchy Management facet is the Caption specified while configuring the facet through the UI Modeler. In our example, the caption or the title of the facet is Legal Entities Hierarchy.

Clicking the Show graph icon opens the hierarchy in the Graph perspective. By default, the tree view of the existing graph type is displayed.

You can select the date from which the current hierarchy view is applicable by selecting the Effective date for the hierarchy.

By default, the current profile that you are on is highlighted in the Hierarchy Management facet. The count of all the entities in each node is displayed along with the name of the node/entity. In our example above, the Company ABC contains 3 entities, and Entity B contains 2 entities.

You can expand a node by clicking the arrow on the left side of the node. In addition, you can also click an entity in the Hierarchy Management facet and open the Profile view of that entity. If you would like to remain on the same page but open an entity in the Profile view from the hierarchy, you can right-click on the entity and open it in a new tab. If you have expanded several nodes and want to return to the node specific to the profile that you are on, click the Scroll to icon () on the top-right of the Hierarchy Management facet.

From within the Hierarchy Management facet, you can show or hide the relationship details for an entity. Except for the top-most or root node, when you hover over a node/entity, the View details icon appears.

When you click the View details icon for an entity, the relationship name (label), start date, and end date details are displayed. You can click the Hide details icon to stop displaying these additional details.

The hierarchy details are sorted by Relationship type label or Entity label based on the Hierarchy Management Facet settings.

By default, the hierarchy is sorted on the Entity label and is in the ascending order. Using the View Options icon (), you can also sort the hierachy by the Relationship type label. For example, you want the hierarchy to be sorted such that all the employees in the organization are listed first and then the contractors.

You can display the secondary labels for the entities as well. You can use the UI Modeler application in Console to set these preferences. For more information, see Hierarchy Management Facet Settings.

For information on managing the hierarchies in the Edit mode, see the Working with the Hierarchy Management Facet topic.

Multiple parents for an entity

If an entity has more than one parent, then the following icon is displayed next to the entity name.

Click the icon to view the other parents for the entity.