Setting up Master Data Hierarchies

Master Data in Hierarchies
Video 4/4
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Sune Lohse, Chief Strategy Officer

How to set up master data hierarchies?

If you want to set up master data hierarchies, you have to go into the hierarchy functionality from the Specifications overview and then you have to determine one Information Code that you would like to use for hierarchies.

Transcription of video

So in this case, I have made an Information Code specifically for hierarchies and I’ve called it web shops. And in this web shop group, I need to define my hierarchies. So after adding an Information Code and Information Value for each group in my hierarchy, maybe I have three different web shops.

So I have a bike web shop for city bikes and another for mountain bikes and I maybe have accessories web shop as different web shop, or even other web shops. I can define Master Data Group, which is the first thing I defined. So I define a group and I use the same Information Code all way through the list.

So in my case, I’ve used the web shop as a group and I defined different groups here based on this web shop. Now it’s important that the Master Data Group I add here exists in my Information Code web shop. After doing that, it’s possible to enter the Master Data Relations.

And here I can define how these are related. So first of all, I will select my bike shop as my first web shop group. I’m creating a complete shop for bike shop. And it goes into my, until here, when my mountain bike shop starts. And it’s all defined by a Parent Entry No. column.

So I can see here that on my bike shop, I have a Parent Entry No. of zero, meaning it’s a top-level item. And then I have male, female children as the next level. And then I add all my bike types as you can see here. All those entities here are the different bike types and they go into entry number two, meaning they should unfold under the male part of my bike shop.

And likewise here, the next four should unfold under entry number three, meaning my female bikes. So I can distinguish between the different groups, how many items I want to unfold under those hierarchies. So this is basically the definition of my hierarchy here.