How to create a hierarchy - 6.5

Talend MDM Web User Interface User Guide

EnrichVersion
6.5
EnrichProdName
Talend Data Fabric
Talend MDM Platform
Talend Open Studio for MDM
task
Data Governance
EnrichPlatform
Talend MDM Web UI

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. For further information, see How to add, modify and delete data records from the hierarchy view.

Prerequisite(s): The MDM server is already launched. You have been assigned a role with the appropriate user authorization and access rights. For further information, see Security.

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.

For further information, see Accessing data containers and data models.

To create a hierarchical view, complete the following:

  1. On the Menu panel, click Browse and then select Hierarchy Explorer.

    A new page opens.

  2. Click the New button to reset the page so that you can define a new hierarchy from scratch.

  3. 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.

    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.

  4. 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.

  5. 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. For further information, see How to add, modify and delete data records from the hierarchy view.

  6. 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.

  7. Click OK to close the dialog box.

    The hierarchy name will be displayed in the upper left corner of the hierarchy view.

  8. 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.