Hierarchy Attributes are characteristics of each line item, such as a name, location, or identifier. You may have up to 15 attributes in a new hierarchy. Each attribute may contain up to 100 text characters (including spaces).
CX Suite allows you to upload a Comma Separated Values (CSV) file to create a new hierarchy. You can create a CSV file using a spreadsheet program such as Microsoft Excel.
When using Excel, date cells must be formatted as text.
When you upload the file, CX Suite converts each column of the spreadsheet into a hierarchy attribute. The following list contains required attributes as they appear when creating a hierarchy and makes reference to the example that follows. Keep in mind that revisions to a Master Data record should also be made to the corresponding CSV file to avoid an overwriting of the changes in the event that the CSV file is uploaded again.
ID - Select the column containing a unique identifier for each member, or record of the hierarchy, such as an Employee Number. This allows you to associate parent and child values (or supervisor and subordinate) in the proceeding steps. In the example below, Liam's Employee Number is 22 and he reports to Carrie (11). Therefore you would select the E No column as the ID. For a Store Hierarchy, the ID column might contain chain, zone, region, and store numbers.
For IDs with leading zeros, be sure to format the column accordingly. For example: in Excel, select the column, right-click and select Format Cells from the context menu. Then go to the Number tab and click Custom. Finally, in the Type field enter zeros to represent the required format.
Click the Forward icon (>) to advance to Name.
Name - This value displays in the CX Suite Hierarchy menu for the user to select when filtering data. Select the column containing a label of each element in the hierarchy tree.
Level - This label identifies a group of Name values and also appears on the CX Suite Hierarchy menu, e.g., Liam, Dan, Stockton, and Manny would display at the Staff level of the CX Suite Hierarchy menu. Select the column that contains this type of values.
Parent ID - Relates to the direct reporting level of each hierarchy member (see the example for ID).
Email - Use this column for associating an email address to the hierarchy member. You can set up automatic permissions based on values in this column, or the values may be blank.
Start Date - An optional column for associating a beginning date for the member. Requires either YYYY-MM-DD or YYYY-MM-DD'T'HH:MM'Z.
End Date - An optional column for associating a date on which the member became, or becomes inactive. Example: Carrie is scheduled to take a leave of absence starting December 23 and Gary is scheduled to retire on March 1.
Version Effective Date - The current date is the default. This is the date on which the record was last updated. Click Next when these fields are complete.
Additional Mater Data Attributes - When your file contains columns other than the preceding required and suggested columns, these columns display as for you to revise the Display Name and select the Data Type. Click Next when these fields are complete.
Consider the following CSV file for illustration purposes (displayed in table format for clarity):
