How do I create hierarchies for different dimensions?

In this guide, we’ll walk through how to create hierarchies for different dimensions. Even if the dimensions imported from your integration don’t have predefined hierarchies in your source system, you can create them yourself in StatBun using the Dimension editor.

With the Dimension Editor, you can:

• Create new hierarchies for your dimensions, even if your source system hasn’t defined any.
• Add new groups and subgroups, and name or edit their contents.
• Remove any unnecessary groups.

You can use the hierarchies you've created in reports or as filters, making it easier and faster to view the exact data that matters to you.

If you’re looking to create a custom chart of accounts, see this guide (opens in a new tab): How do I create a custom chart of accounts?

1. Click the user menu in the top right corner of the screen and select Companies.

2. Click Settings next to the company for which you want to create a new hierarchy.

3. Open the Dimension editor.

4. Select the dimension you want to create a new hierarchy for by clicking it in the Dimensions box on the left.

5. Add a new hierarchy group by clicking the + New Group button in the top right corner.

6. Give the group a name and an identifier.

7. Select the items to include in the group. You can add items in the following ways:

• Type the item’s ID or name into the search field and select the desired items from the results.
• Enter item IDs directly into the selection field and separate multiple IDs with commas (e.g., 1000, 1001, 1002).
• To select a range of consecutive items, use a hyphen between the first and last ID (e.g., 3021-3069).
• To select all items, enter an asterisk * in the selection field.

8. Finally, click Save.

9. If you want to create subgroups for a group, click the three-dot menu on the right side of the group and select Add a subgroup.

10. Give the subgroup a name and an identifier, and select the items to include. Finally, click Save.

11. A new group or subgroup will be added to the end of the map, but you can move it to your desired position by dragging and dropping it.

12. Edit existing groups and items by clicking the three-dot menu on the right side of the group or item.

• Add a subgroup: Create a new subgroup under the selected group. See step 9 for instructions on how to create a new group.
• Duplicate: Make a copy of the selected group for editing.
• Edit: Rename the group, assign a new identifier, or select the items included in the group. See step 7 for how to add items to a group.
• Remove: Remove the group from the hierarchy if it’s no longer needed.

You can also quickly create new groups and remove items from the hierarchy.

Hold down the Shift key.

A + sign and a red trash can will appear next to each group and item on the right side of the chart.

Creating a new group: Click the + sign to quickly create a new group under the selected group or item. See step 9 for instructions on how to create a new group.

Removing an item: Click the trash can icon to remove the selected group or item. This action will occur without a warning and cannot be undone.

13. Repeat steps 5–11 as many times as necessary to make the hierarchy fit your needs.

14. Once the hierarchy is complete, click Save.

15. If predefined hierarchies were included with the integration but you want to use the custom hierarchy you created as the default in reports, follow these steps:

• Click the hierarchy menu.
• Click the star icon next to the hierarchy you want to set as the default. When the star turns purple, it means the hierarchy has been selected as the default.
• Click Done.

15. The hierarchy you’ve created is now ready and will be used as the default in your reports. The hierarchy will also automatically update in the filters.