Exploring the Hierarchy Management facet
Learn about the Hierarchy Management facet that enables you to visualize the hierarchies and make quick updates.
As a Data Steward, you can use the Hierarchy Management facet in the Profile view to manage and visualize hierarchy data in different ways. For example, you can update organization hierarchies to reflect structural changes or align the sales hierarchy with marketing updates.
The action mode you select in the profile determines whether you can view or edit the hierarchy. In the Viewing mode, you cannot make any changes to the data. To make any changes, you must select the Editing mode on the Profile.
The action modes are available on the right side of the Profile tab.
This section describes how to use the Hierarchy Management facet in view mode. For information on managing hierarchies in the Editing mode, see the Working with the Hierarchy Management Facet topic.
Hierarchy facet basics
The title displayed in the Hierarchy Management facet is the caption defined when you configure the facet in the UI Modeler. In this example, the configured caption is Legal Entities Hierarchy. For more information about configuring the facet in the UI Modeler, see 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.
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 hierarchy 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. Use the UI Modeler application in Console to set these preferences. For more information, see Configure your profile pages.
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.
Hierarchy facet relationships
In the Hierarchy 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 select the View details icon, you view the relationship attributes for the relationship. For example, the relationship name (label), start date, end date, and other attributes. Here is an expanded example
By default, the first five available attributes are displayed. When available, click the Show more option to view more attributes for the relationship. Click the Hide details to hide these relationship details.
Configure to display relationship attributes in the facet
To configure the relationship attributes to display in the facet, update the Hierarchy facet section in your UI configuration file with the URIs of the relationship attributes. For example:
{
"id": "HierarchyTreeComponentId",
"component": "HierarchyTree",
"graph": {
"type": "configuration/graphTypes/BidirectionalGraph"
},
"caption": "Hierarchy",
"includeUris": [
"configuration/relationTypes/HCPtoHCABi/attributes/TestRelationAttribute",
"configuration/relationTypes/HCPtoHCABi/attributes/AffiliationSubType",
"configuration/relationTypes/HCPtoHCABi/attributes/HierarchyCode",
"configuration/relationTypes/HCPtoHCABi/attributes/RelationshipEndDate",
"configuration/relationTypes/HCPtoHCABi/attributes/RelationshipStartDate",
"configuration/relationTypes/HCPtoHCABi/attributes/AdditionalAttributes"
]
}