From the Hierarchy Explorer page, you can organize the data
records pertaining to multiple entities in a schematic form according to the criteria
you set in the Pivot and View
fields.
This schematic hierarchical view is useful if you want to update specific information for
multiple data records.
Before you begin
The MDM server is already launched. You have been assigned a role with the
appropriate user authorization and access rights.
Note:
Make sure that you have selected:
- the data container that holds the master data you want to manage,
- the data model against which the master data will be validated.
About this task
To create a hierarchical view, complete the following:
Procedure
-
On the Menu panel, click Browse
and then select Hierarchy Explorer.
A new page opens.
Example
-
Click the New button to reset the page so
that you can define a new hierarchy from scratch.
-
Select the Child-Parent or Parent-Child option to define the hierarchy
direction.
Define a field separator for your pivots.
In this example, you want to classify products by their family names.
From the Pivot list, select the entity by
which you want to group the attributes.
From the View list, select the View that
corresponds to the entity fields you want to display in the hierarchy. The Views
available for selection are defined in Talend Studio.
Example
Click the plus button next to the View list
to display as many recursive relations as there are foreign keys that link
entities together.
Note: Each second pivot list will give access to entities that are linked with the
previously selected pivot. When no more pivot can be added, a message will
pop up to indicate that no more recursive relations are possible.
If required, you can also filter which elements are displayed by clicking the
magnifying glass icon and defining your filter in the
Advanced Filter window that opens.
-
If needed, click the Run button to preview
the result of the hierarchy you have defined.
The hierarchical view shows only one root node. The root node is
Product in this example.
Example
-
Click the arrow that precedes a node to expand the node and show all products
that belong to this family.
Note:
If you select a node at any level in the hierarchy tree view, the node
(attribute) details will be displayed in the panel to the right.
If a foreign key has been defined to link the selected entity to another
entity in the data model, two tabs will be displayed in the panel to the
right to represent the two entities linked together. You can edit any of
these details directly in this panel.
-
Once you have finished defining the hierarchy, click the Save button.
A dialog box opens, asking you to define a name for the new hierarchy.
-
Click OK to close the dialog box.
The hierarchy name will be displayed in the upper left corner of the hierarchy
view.
-
If required, limit the number of the records displayed in the hierarchy view
by simply entering the desired number in the Number of
records per page box. Enter -1 to display
all the entity records present on the MDM server.