Edit hierarchy details in the Profile view

Learn how to edit hierarchy details in the Profile view.

In the Hierarchy tab of the Profile view, edit the hierarchy name, versioning settings, and version dates of an existing Materialized hierarchy. Use this when the structure evolves and you need to keep that metadata up to date without rebuilding the hierarchy.

The following roles can edit hierarchy details in the Profile view:

Data Steward

For role definitions, see About roles.

Prerequisites

Before you begin, make sure you have met the following requirements:

You must enable hierarchy in the tenant configuration.
You must enable hierarchy in the UI configuration.
You must have added a hierarchy for the profile.

To edit hierarchy details in the Profile view

In the Hub, select the profile you want to view.
In the Profile view, select the Hierarchy tab.
From the Hierarchy type list, select the hierarchy you want to edit.
Select the More options icon, and then select Edit detail.
In the Edit hierarchy details dialog, edit the fields as required.
1. In the Hierarchy name field, edit the hierarchy name. The hierarchy name must be unique within the tenant.
2. Select or clear Enable versioning.
  
  Note: You can clear Enable versioning only when the hierarchy has a single version. If the hierarchy has multiple versions, the option is disabled.
3. If you've selected Enable versioning, edit the Version name, Version Start Date, and Version End Date. The name of the version must be unique within the hierarchy.
Select Save.

Result

Hub updates the hierarchy name, version, and version dates in the Hierarchy tab without reloading the page. If you enabled or disabled versioning, Hub reloads the page.

Verification steps

To confirm the hierarchy details are updated, perform the following steps:

Confirm the hierarchy title in the Hierarchy tab matches the name you edited.
Confirm the updated version dates appear next to the hierarchy version name.

Unify and manage your data

Edit hierarchy details in the Profile view

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