Applies to: 
Kyvos Enterprise Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace
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You can define hierarchies and levels within your data and add multiple hierarchies to dimensions. Hierarchies are a useful option for reducing the complexity between attributes and help you with drill-down behavior.
Examples of hierarchies include time-date data such as year-month-day, or location such as continent-country-state-city.
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Here are some tips on how to use hierarchies in data
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From the Toolbox, click Semantic Models.
Select a semantic model from the list. Locate the dimension to which you want to add hierarchy.
Make sure the Design tab is selected.
Right-click the dimension and choose Add Hierarchy. A hierarchy named H_<dimension name> is created.
Optionally, you can also Add Calculated Member to the hierarchy.
Optionally, from the Hierarchy Properties on the right-side pane, add an All member caption for the category.
For example, if you are working with the city, state, and country levels - you could name the category Location.Info title Info From Kyvos 2023.3 onwards, when you specify a caption for a dimension hierarchy using the All Member Caption in the semantic model designer, the caption you provided for the hierarchy will be displayed when you connect the semantic model to third-party BI tools, such as Excel, XLCubed, and Microstrategy using the MDX interface.
To specify a parent-child relationship for regular data types, click the Has parent-child relation checkbox. See Creating parent child hierarchies.
To specify an an alternate path to indicate that there are shared members, select the Has alternate path checkbox.
For date-related data, set the dimension type as Time from the dimension properties.
This allows you to use pre-defined time settings such as days of the week for the hierarchy.
You can set up a custom calendar by selecting the Custom Calendar checkbox in Hierarchy properties for the Time type hierarchy. It is disabled when a pre-defined hierarchy is defined.
Enter the name of the hierarchy folder in the Display folder field if you want to display it while browsing a semantic model in Excel. You can separate multiple folders with a semicolon (;) and indicate nested folders with a backslash (\).
If you have enabled raw data querying or drilling through, you can specify whether to Materialize the hierarchy using the corresponding checkbox. Yes means the field will be part of the built cube.
Optionally, add a Description of up to 200 characters. This description is used when you hover over the member member’s name when creating worksheets and dashboards.
You can also filter data in hierarchies, using the Filters which are typically below the properties.
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From the Toolbox, click Semantic Models.
Select a semantic model from the list. Locate the dimension and hierarchy to which you want to add the level.
Right-click the hierarchy and choose Add Level. A new level named Level is added to the hierarchy.
Click the newly added level and view the properties on the right. You can also rename the level.
Select a Field containing the value of the data from the list. You can type in the search box to find the field quicker.
Select a Display field from the list. You can type in the search box to find the field quicker.
Select a Sort Field for sorting the data.
Select the fields to set Member Properties and and click Settings to customize their settings. You can see how many member properties you select.
Optionally, for date-related data, select a date data type.
Set this to use pre-defined time settings such as Day of month. You cannot add levels to predefined time type hierarchies.
You can set up a custom calendar by selecting the Custom Calendar checkbox in Hierarchy properties for the Time type hierarchy.
For second-level onwards, if there are parent levels available, use the Qualified Name Includes field to select which parent field data you want to store with the cube.
Click the X in the field to clear it and make a different selection.To define custom rollup settings, click Custom Rollup Settings in the Level Properties.
Select the weight. Navigate to the field you want to use or type into the Search box.
Click Apply.
If you have enabled raw data querying or drilling through, you can specify whether to Materialize the hierarchy or the level using the corresponding checkbox. If you choose Yes, this field will be part of the built cube.
Optionally, you can choose to hide members of lower levels of the hierarchy. See Configuring ragged and unbalanced hierarchies.
Optionally, add a description of up to 200 characters. This description is used when you hover over the member member’s name when creating worksheets and dashboards.
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