Reporting Hierarchies Single Dialogs Workspace

Use this workspace to define reporting hierarchies that are used to generate Universe reports.

You can create and name each hierarchy, specifying the type of information to which it pertains. For example, you can specify whether the current hierarchy is for accounts, locations, jobs, and so on.

A reporting hierarchy is made up of a number of trees. For example, a reporting hierarchy for a geographically organized enterprise that has offices in Europe and the USA could contain a single tree that sums up the figures from each of the geographical divisions in the organization.

The concept of reporting hierarchies and their use is described in "Introduction to Reporting Structures."

In the Reporting Hierarchies tab of this workspace, you can provide information about the current reporting hierarchy. The individual Maconomy Universe reports may use this information to determine which hierarchy to apply. This means that each report might contain a number of selection criteria used for picking or suggesting a hierarchy when you run the report. The documentation for each Maconomy Universe report contains information about the criteria used for selecting a hierarchy.

In the Reporting Hierarchy Nodes sub-tab, you can create the nodes that make up the hierarchy, and you can assign parent nodes. Before you can assign a parent node to a node, you must create the parent node on another line in the sub-tab.

On lines that represent leaves, you can specify the object (account, dimension value, job, and so on) whose figures should be summed in the leaf in question. The type of object that you can assign to the leaves is determined by the type that you specify in the Reporting Hierarchies tab. The headings in the columns where you assign the node to an information object reflect the hierarchy type. Three fields are used for specifying objects, but you only need to fill in the ones where the heading is not blank. For more information on specifying objects on leaves, see the description of the <Key Value 1-3> field in the Reporting Hierarchy Nodes sub-tab of this workspace.