Adding a level to an existing hierarchy

Note: This function is typically managed by your Blue Ops representatives. 

How to add a level to an existing hierarchy?  

Within Diligent, navigate to the 'Manage' tab and then select 'Hierarchy.' 

Click the three dots to the right of the hierarchy you would like to add a level to and select 'Edit.' 

Within that hierarchy, select 'Levels' at the top and you will be able to view the current hierarchy levels. To add a new level, type in the empty level box and select 'ADD.' 

Is it OK to add levels to an existing hierarchy? 

The short answer is yes! Although you may encounter a warning message, it's absolutely fine to add a new level to an existing hierarchy. You won't break anything permanently, but the main impact will be in having to rebuild reports that use this hierarchy, specifically levels at or below the new one you're looking to insert. 

What happens? 

Some things to note when adding a level within an existing hierarchy: 

• The values within the new hierarchy level will populate as 'Unassigned.' To label these values as you would like, you have to navigate to the 'Export/Upload' button and export the data to Excel. From there, you are able to edit the data and load it into Diligent. More information can be found out about this within the 'How do I add a new hierarchy?' article under the Export/Upload section. 
• Any level at or below the inserted level will affect any existing reports using this hierarchy. Levels above the inserted level will not appear to have produced any changes in your reports.
• The effects will appear in Excel as formatting inconsistencies. Essentially, you will need to rebuild your report anywhere this new level or any level below that level exists. This may include adding or editing filters, adding or adjusting pivot table fields in rows or columns, and/or reformatting your report until it's usable again. 
• Dashboards and PowerBI Visualizations may be impacted in a similar way. Nothing detrimental will occur to your data, but the dashboard toggles and filters will need to be adjusted in a similar way to that of your Excel reports using this hierarchy at the inserted level or below. You'll need to reach out to your Customer Success Manager for assistance with this. 
• Anyone with access to this parent hierarchy will also have access to its subsequent levels including any new levels. 
• Performance and processing speed are not impacted by adding a new level within an existing hierarchy. Adding a new level will not add any actual data to your website or increase the data size. 

Relevant Links: 

How do I add a new hierarchy?

Hierarchy Management 

Missing Hierarchy in Excel Cube

Missing Hierarchy in PivotTable Fields

Diligent Glossary