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Workday User Guide
Last Updated: 2025-03-14
Create an Analytic Dimension Hierarchy and Assign Values

Create an Analytic Dimension Hierarchy and Assign Values

Security:
Prism: Manage Analytic Dimensions
domain in the Prism Analytics functional area (View and Modify permissions).
You can create hierarchies in analytic dimension business objects to establish relationships between dimension values and other hierarchies. Workday uses the hierarchies in its reporting tools when viewing an Instance field using this business object by grouping the values into hierarchies, making it easier to navigate through the list of values to find the specific value you need.
To create analytic dimension hierarchies, the business object must be configured to allow hierarchies.
When you create and edit an analytic dimension hierarchy, you can:
  • Create 0 or more hierarchies in business objects that allow hierarchies.
  • Assign 0 or more dimension values to a hierarchy.
  • Create levels of hierarchies by assigning a superior hierarchy to an existing hierarchy.
  • Define up to 6 levels of dimension hierarchies per analytic dimension business object.
You must assign every value to a hierarchy for business objects that allow hierarchies. If you don’t assign a value to a hierarchy, the report users won’t be able to see or select the value.
You can assign a value to a hierarchy after the value has been defined.
  1. Access the
    Create Analytic Dimension Hierarchy
    task for an analytic dimension business object.
    From the
    View Analytic Dimension Business Object
    report, you can click
    Create Hierarchy
    .
  2. Complete these options:
    Option Description
    Hierarchy Name
    This is the display name for the hierarchy. Workday uses this name when viewing an Instance field based on this business object in a report or discovery board.
    Hierarchy ID
    This is the identifier for the hierarchy that uniquely identifies it in the analytic dimension business object.
    The Hierarchy ID must be unique in the business object.
    Description
    Superior Hierarchy
    You can define levels in the business object hierarchy structure by selecting another hierarchy as the superior to this hierarchy.
    Workday displays hierarchies already defined in this business object that are eligible to be superior.
    Included Values
    Select 1 or more dimension values to assign that value to this hierarchy.
    Workday displays values already defined in the business object that aren’t assigned to another hierarchy.
  3. Click
    OK
    .
  4. Repeat the previous steps for each hierarchy you want to add to the business object.
    From the related actions of the business object, you can select
    Analytic Dimension Business Object
    Create Hierarchy
    .
Workday updates the analytic dimension business object with the hierarchies you defined.
When you have finished configuring the business object, you can use it in a Prism dataset Instance Mapping stage to convert a Text field to an Instance field. See Add an Instance Mapping Stage.