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Applies to: (tick) Kyvos Enterprise  (tick) Kyvos Cloud (SaaS on AWS) (tick) 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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Note

  • Kyvos supports naming semantic model entities in the  ENTITY_  format, such as  DIMENSION_,  DIM_,   and  MEASURE_, and so on.

  • Click the information icon next to many of the property names to learn more about that option.

  • You can use the Display Folder to organize hierarchies and view them while browsing a semantic model in Excel. 

Here are some tips on how to use hierarchies in data

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  1. From the Toolbox, click Semantic Models.

  2. Select a semantic model from the list. Locate the dimension to which you want to add hierarchy.

  3. Make sure the Design tab is selected.

  4. Right-click the dimension and choose Add Hierarchy. A hierarchy named H_<dimension name> is created.

  5. Optionally, you can also Add Calculated Member to the hierarchy.

  6. 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.

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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.

  1. To specify a parent-child relationship for regular data types, click the Has parent-child relation checkbox. See  Creating parent child hierarchies .

  2. To specify an  alternate an alternate path to indicate that there are shared members, select the Has alternate path checkbox.

  3. 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.

    1. 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.

  4. 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 (\).

  5. 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 processed semantic model.

  6. Optionally, add a Description of up to 200 characters. This description is used when you hover over the member name when creating worksheets and dashboards.

  7. You can also filter data in hierarchies, using the Filters which are typically below the properties.

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