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Account hierarchies page

Dimensions > Account > > Hierarchies

Purpose of the page

This page allows you to view and create hierarchies for existing accounts. It also allows you to change the attributes of each hierarchy.

Action buttons on this page

Element Description
This filters the data displayed on the page.
This adds a row in order to insert a new hierarchy.
This adds a hierarchy with the same characteristics as the one selected, with the exception of the code.
This cancels the hierarchy contained in the selected row.
This shows/hides the configuration tabs.
Enables multi-row selection to allow mass changes.
Selects the columns to be shown/hidden in the table and those to be locked when scrolling the table.
Exports data in Excel format. This file cannot be re-imported into CCH Tagetik.
Exports the data in Excel format so they can be edited and reimported into CCH Tagetik.
Imports data from a previously prepared Excel file.
This allows you to access the Recode function and to change the code related to a node.
Structure and relationships: this opens the page to view all the hierarchies and to change the relationships. Copy from: this attributes the characteristics of another hierarchy of choice to the selected hierarchy.