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KB6716: How to mark a hierarchy as Drill Hierarchy using the MicroStrategy Intelligence Server API


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• Strategy


MicroStrategy Desktop allows marking of a hierarchy as a Drill Hierarchy, using a checkbox located at the bottom-left corner of the Hierarchy Editor

Strategy Desktop allows marking of a hierarchy as a Drill Hierarchy, using a checkbox located at the bottom-left corner of the Hierarchy Editor:
 
'Use as a drill hierarchy' reflects two conditions:

  1. A value of the IDSSDimension interface: DimensionType.
  2. The dimension is part of the Project Drill Map.

 
DimensionType takes values from the Enumeration EnumDSSDimensionType. The following table summarizes the values: 

Certified
Supported AuthenticationLegacy Strategy for OfficeStandardYesLDAPYesGuestYesTrustedYes (SiteMinder, Tivoli)KerberosYesNTLMYesOpenID Connect (OIDC)NoStrategy IdentityNoSAML OktaNoSAML ADFSNoxlC.rte13.1.0.0xlC.rte13.1.0.1xlC.rte13.1.0.2xlC.rte13.1.0.3xlC.rte13.1.0.4xlC.rte13.1.2.0xlC.rte13.1.3.0

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0Success1Failure due to invalid XML file2Failure due to no data about source DSN in XML file3Failure due to no data about destination DSN in XML file4Failure due to invalid login/password for source DSN or metadata5Failure due to invalid login/password for destination DSN or metadata99Failure due to other errorsUse as drill hierarchyDimensionTypeMeaningCheckedDssDimensionUserUser specified dimension for drilling (cycles allowed).UncheckedDssDimensionUserHierarchy.User specified dimension for browsing (cycles allowed).

Certified
Supported AuthenticationLegacy Strategy for OfficeStandardYesLDAPYesGuestYesTrustedYes (SiteMinder, Tivoli)KerberosYesNTLMYesOpenID Connect (OIDC)NoStrategy IdentityNoSAML OktaNoSAML ADFSNoxlC.rte13.1.0.0xlC.rte13.1.0.1xlC.rte13.1.0.2xlC.rte13.1.0.3xlC.rte13.1.0.4xlC.rte13.1.2.0xlC.rte13.1.3.0

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0Success1Failure due to invalid XML file2Failure due to no data about source DSN in XML file3Failure due to no data about destination DSN in XML file4Failure due to invalid login/password for source DSN or metadata5Failure due to invalid login/password for destination DSN or metadata99Failure due to other errorsUse as drill hierarchyDimensionTypeMeaningCheckedDssDimensionUserUser specified dimension for drilling (cycles allowed).UncheckedDssDimensionUserHierarchy.User specified dimension for browsing (cycles allowed).

Certified
Supported AuthenticationLegacy Strategy for OfficeStandardYesLDAPYesGuestYesTrustedYes (SiteMinder, Tivoli)KerberosYesNTLMYesOpenID Connect (OIDC)NoStrategy IdentityNoSAML OktaNoSAML ADFSNoxlC.rte13.1.0.0xlC.rte13.1.0.1xlC.rte13.1.0.2xlC.rte13.1.0.3xlC.rte13.1.0.4xlC.rte13.1.2.0xlC.rte13.1.3.0

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0Success1Failure due to invalid XML file2Failure due to no data about source DSN in XML file3Failure due to no data about destination DSN in XML file4Failure due to invalid login/password for source DSN or metadata5Failure due to invalid login/password for destination DSN or metadata99Failure due to other errorsUse as drill hierarchyDimensionTypeMeaningCheckedDssDimensionUserUser specified dimension for drilling (cycles allowed).UncheckedDssDimensionUserHierarchy.User specified dimension for browsing (cycles allowed).

Certified
Supported AuthenticationLegacy Strategy for OfficeStandardYesLDAPYesGuestYesTrustedYes (SiteMinder, Tivoli)KerberosYesNTLMYesOpenID Connect (OIDC)NoStrategy IdentityNoSAML OktaNoSAML ADFSNoxlC.rte13.1.0.0xlC.rte13.1.0.1xlC.rte13.1.0.2xlC.rte13.1.0.3xlC.rte13.1.0.4xlC.rte13.1.2.0xlC.rte13.1.3.0

Get Started ⟩



Prepare Data



Create Cards ⟩



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Administer ⟩

0Success1Failure due to invalid XML file2Failure due to no data about source DSN in XML file3Failure due to no data about destination DSN in XML file4Failure due to invalid login/password for source DSN or metadata5Failure due to invalid login/password for destination DSN or metadata99Failure due to other errorsUse as drill hierarchyDimensionTypeMeaningCheckedDssDimensionUserUser specified dimension for drilling (cycles allowed).UncheckedDssDimensionUserHierarchy.User specified dimension for browsing (cycles allowed).

Certified
Supported AuthenticationLegacy Strategy for OfficeStandardYesLDAPYesGuestYesTrustedYes (SiteMinder, Tivoli)KerberosYesNTLMYesOpenID Connect (OIDC)NoStrategy IdentityNoSAML OktaNoSAML ADFSNoxlC.rte13.1.0.0xlC.rte13.1.0.1xlC.rte13.1.0.2xlC.rte13.1.0.3xlC.rte13.1.0.4xlC.rte13.1.2.0xlC.rte13.1.3.0

Get Started ⟩



Prepare Data



Create Cards ⟩



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Administer ⟩

0Success1Failure due to invalid XML file2Failure due to no data about source DSN in XML file3Failure due to no data about destination DSN in XML file4Failure due to invalid login/password for source DSN or metadata5Failure due to invalid login/password for destination DSN or metadata99Failure due to other errorsUse as drill hierarchyDimensionTypeMeaningCheckedDssDimensionUserUser specified dimension for drilling (cycles allowed).UncheckedDssDimensionUserHierarchy.User specified dimension for browsing (cycles allowed).

Certified
Supported AuthenticationLegacy Strategy for OfficeStandardYesLDAPYesGuestYesTrustedYes (SiteMinder, Tivoli)KerberosYesNTLMYesOpenID Connect (OIDC)NoStrategy IdentityNoSAML OktaNoSAML ADFSNoxlC.rte13.1.0.0xlC.rte13.1.0.1xlC.rte13.1.0.2xlC.rte13.1.0.3xlC.rte13.1.0.4xlC.rte13.1.2.0xlC.rte13.1.3.0

Get Started ⟩



Prepare Data



Create Cards ⟩



Share Cards ⟩



Administer ⟩

0Success1Failure due to invalid XML file2Failure due to no data about source DSN in XML file3Failure due to no data about destination DSN in XML file4Failure due to invalid login/password for source DSN or metadata5Failure due to invalid login/password for destination DSN or metadata99Failure due to other errorsUse as drill hierarchyDimensionTypeMeaningCheckedDssDimensionUserUser specified dimension for drilling (cycles allowed).UncheckedDssDimensionUserHierarchy.User specified dimension for browsing (cycles allowed).

Certified
Supported AuthenticationLegacy Strategy for OfficeStandardYesLDAPYesGuestYesTrustedYes (SiteMinder, Tivoli)KerberosYesNTLMYesOpenID Connect (OIDC)NoStrategy IdentityNoSAML OktaNoSAML ADFSNoxlC.rte13.1.0.0xlC.rte13.1.0.1xlC.rte13.1.0.2xlC.rte13.1.0.3xlC.rte13.1.0.4xlC.rte13.1.2.0xlC.rte13.1.3.0

Get Started ⟩



Prepare Data



Create Cards ⟩



Share Cards ⟩



Administer ⟩

0Success1Failure due to invalid XML file2Failure due to no data about source DSN in XML file3Failure due to no data about destination DSN in XML file4Failure due to invalid login/password for source DSN or metadata5Failure due to invalid login/password for destination DSN or metadata99Failure due to other errorsUse as drill hierarchyDimensionTypeMeaningCheckedDssDimensionUserUser specified dimension for drilling (cycles allowed).UncheckedDssDimensionUserHierarchy.User specified dimension for browsing (cycles allowed).

Certified
Supported AuthenticationLegacy Strategy for OfficeStandardYesLDAPYesGuestYesTrustedYes (SiteMinder, Tivoli)KerberosYesNTLMYesOpenID Connect (OIDC)NoStrategy IdentityNoSAML OktaNoSAML ADFSNoxlC.rte13.1.0.0xlC.rte13.1.0.1xlC.rte13.1.0.2xlC.rte13.1.0.3xlC.rte13.1.0.4xlC.rte13.1.2.0xlC.rte13.1.3.0

Get Started ⟩



Prepare Data



Create Cards ⟩



Share Cards ⟩



Administer ⟩

0Success1Failure due to invalid XML file2Failure due to no data about source DSN in XML file3Failure due to no data about destination DSN in XML file4Failure due to invalid login/password for source DSN or metadata5Failure due to invalid login/password for destination DSN or metadata99Failure due to other errorsUse as drill hierarchyDimensionTypeMeaningCheckedDssDimensionUserUser specified dimension for drilling (cycles allowed).UncheckedDssDimensionUserHierarchy.User specified dimension for browsing (cycles allowed).

Certified
Supported AuthenticationLegacy Strategy for OfficeStandardYesLDAPYesGuestYesTrustedYes (SiteMinder, Tivoli)KerberosYesNTLMYesOpenID Connect (OIDC)NoStrategy IdentityNoSAML OktaNoSAML ADFSNoxlC.rte13.1.0.0xlC.rte13.1.0.1xlC.rte13.1.0.2xlC.rte13.1.0.3xlC.rte13.1.0.4xlC.rte13.1.2.0xlC.rte13.1.3.0

Get Started ⟩



Prepare Data



Create Cards ⟩



Share Cards ⟩



Administer ⟩

0Success1Failure due to invalid XML file2Failure due to no data about source DSN in XML file3Failure due to no data about destination DSN in XML file4Failure due to invalid login/password for source DSN or metadata5Failure due to invalid login/password for destination DSN or metadata99Failure due to other errorsUse as drill hierarchyDimensionTypeMeaningCheckedDssDimensionUserUser specified dimension for drilling (cycles allowed).UncheckedDssDimensionUserHierarchy.User specified dimension for browsing (cycles allowed).

 
The second condition, the dimension being part of the Project Drill Map, is accomplished with a code similar to the following:


'Get the Project object 
Dim oProject As IDSSProject 
Set oProject = objSource.Project 

'Get the Project Drill Map 
Dim oProjDrillMap As IDSSDrillMap 
Set oProjDrillMap = oProject.DrillMap 

Dim bNewProjectDrillMap As Boolean 

'Check if DrillMap exists. If not, create it. 
If (oProjDrillMap Is Nothing) Then 
'Create it if not yet created 
Set oProjDrillMap = objSource.NewObject(DssTypeDrillMap) 
oProjDrillMap.Info.Name = "ProjectDrillMap" 
Set oProject.DrillMap = oProjDrillMap 
bNewProjectDrillMap = True 

End If 

'Add the Dimension to it 
Dim oProjDrillPath As IDSSDrillPath 
Set oProjDrillPath = oProjDrillMap.Add(oDimNoDrill.Info.Name, DssDrillPathDimension) 
Set oProjDrillPath.PathObject = oDimNoDrill 

'Get the drill map folder if it wasn't there before 
Dim oDrillMapFolder As IDSSFolder 

If (bNewProjectDrillMap) Then 
'Get Drill Map Folder for consistency with Strategy Desktop 
iResult = SearchObject(DssTypeFolder, "Drill Map Folder", oResultObject, objSource) 
Set oDrillMapFolder = oResultObject.Special 

'Save 
objSource.SaveObject oProjDrillMap.Info, oDrillMapFolder 
objSource.SaveObject oProject.Info 
Else 
'Save 
objSource.SaveObject oProjDrillMap.Info 
End If

 
The Drill Map Folder is located in '\Root\System Objects\Drill Map Folder\'. The name used by Strategy Desktop for the Project Drill Map is 'ProjectDrillMap'.
 
To find more information regarding the IDSSDimension interface and the EnumDSSDimensionType enumeration, please refer to the Strategy Developer Library.
 
CUSTOMIZATION WARNING
This customization is provided as a convenience to Strategy users and is only directly applicable to the version stated. While this code may apply to other releases directly, Strategy Technical Support makes no guarantees that the code provided will apply to any future or previous builds. In the event of a code change in future builds, Strategy Technical Support makes no guarantee that an updated version of this particular customization will be provided. In the event of a code change in future builds, Strategy may not be able to provide additional code on this matter even though this customization is provided at this time for this specific build. For enhancements to this customization or to incorporate similar functionality into other versions, contact your Account Executive to inquire about Strategy Consulting assistance.
 


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Published:

July 21, 2017

Last Updated:

July 21, 2017