Managing Dimension Hierarchies

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Table of Contents

Locating Hierarchies

Adding Hierarchies - Account Numbers

Adding Hierarchies - Other

Deleting Hierarchies

In Planning Maestro, Dimensions are the building blocks of your budgets, such as Department and Account Number. Dimension Members are the parts and pieces of each Dimension, such as the actual departments and account numbers.

Hierarchies act as organized views of Dimension Members. You can create Hierarchies within each Dimension in the Data Modeler module. Each Hierarchy is a different view of the Members in that Dimension. You can also use Hierarchies to organize your reports.

Example.png Example: A company has a Dimension named “Department” that contains all its departments and sub-departments. The Administrator creates a Hierarchy to place each sub-department within its main department.

This document shows you, a Planning Maestro user, how to add, edit, and delete Hierarchies in your Dimensions.

Locating Hierarchies

To manage your Dimension Hierarchiesopen the Data Modeler module, connect to your Profile, and select Manage Dimensions.

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Step 4: On the Dimensions page, select the name of the Dimension in which you want to manage Hierarchies.

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Step 5: The Dimension’s information opens in the pane on the right. Select the Hierarchies tab.

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Step 6: The Hierarchies tab opens. Use this tab to add, edit, and delete Hierarchies.

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Adding Hierarchies - Account Number Dimensions

Account Number Hierarchies have different settings from the Hierarchies of other Dimensions. Use the following steps to add Hierarchies to Account Number Dimensions.

To add Hierarchies to other Dimensions, see the next section.

Step 1: In your Account Number Dimension, in the Hierarchies tab, click + New Hierarchy to create a new Hierarchy.

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Info.png Please Note: You can also click the Copy icon (  Copy_hierarchy.png ) to copy an existing Hierarchy, make changes to it, and save it as a new Hierarchy.

Step 2: The New Hierarchy page opens.

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In the fields provided, enter this new Hierarchy’s:

  • Name – Enter a clear name you and other users can easily recognize.
  • Description (optional) – Enter a description of this Hierarchy.
  • Type – Click on this dropdown menu and select one of the following options:

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  • Dimension – Select this type to build this Hierarchy using Dimension Members (Account Numbers).
  • Attribute – Select this type to build this Hierarchy from the Members of one Attribute (Account Group, Account Type, Cash Flow, or Account Type Group). If you select this type, you must choose an Attribute from which to select Members.

After you select the Hierarchy Type, new fields appear on the page:

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  • Available Members – Use this section to add Account Numbers to this Hierarchy (all Account Numbers, or the Members of an Account Group, Account Type, Account Type Group, or another Attribute if you selected the Attribute Type above).
  • Hierarchy – Use this section to structure this Hierarchy.

Step 3: To add a Node (level) to this Hierarchy, click + Add Node.

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Step 4: A new Node appears. Click on the Members icon ( Members.png ) and enter the following information in the fields provided.

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Name – Enter a clear name for the Node.

Do Not Sum –  Mark this checkbox if you do not want to sum the Members in this Node (for example, if the Members represent units, percentages, or headcount).

Sign Display – Click on this dropdown menu and select one of the following options:

  • Natural – Select this option to keep the sign as it is (positive as positive, negative as negative). Select Natural for Expense or Asset accounts that should display with their original signs in your reports.
  • Reversed – Select this option to reverse the sign (positive to negative or negative to positive). Select Reversed for Revenue accounts, since they should appear as positive on the Income Statement. You should also select Reversed for Liability and Equity accounts for your Balance Sheet.

Variance Type – Click on this dropdown menu and select one of the following options:

  • Favorable – Select this option if this Node or Member is something you want to increase (such as a Revenue, Asset, or Equity account).
  • Unfavorable – Select this option if this Node or Member is something you want to decrease (such as an Expense or Liability account).

Node Display Options – Click on this dropdown menu and select one of the following options –

  • Display Node and Total – Select this option to display this Node, its Members, and a separate Total line for the Node in reports.
  • Display Total Only – Select this option to display only the Node’s Members and Total in reports (not the node itself).
  • Display Node Only – Select this option to display only the Node and its Members in reports (without a separate Total line).

Info.png Please Note: You can see the Variance Type of each Node or Member in the Hierarchy when you deploy a Cube to Analytics Maestro.

Example.png Example: Use a Reversed sign for Net Income so that it displays as positive in Income Statements or Ad Hoc Reports.

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To add more Nodes, highlight the Node you want to be the top Node, and then click + Add Node. The new Nodes appear underneath the Node you selected.

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After adding all necessary Nodes, use the Available Members section to add Dimension Members to the Hierarchy.

A best practice for building Account Number Hierarchies is to filter by Account Group. Type the account group in the search field in the Account Group column and press Enter. The table filters for that Account Group (Revenue in the example).

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After filtering for Account Group, select the top account, press Shift, and select all accounts. Then, make sure you select the correct node in the table and press the Add icon ( Add.png ).

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The accounts you selected appear under the Node.

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Repeat this process to add accounts to the correct Nodes in the Hierarchy.

If your Hierarchy becomes too large to review easily, you can click the Collapse All icon ( Collapse_all.png ) to collapse it, and then re-expand individual levels to review them.

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When you finish structuring your Hierarchy, click Save & Exit.

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  • A confirmation message appears.
  • Your Account Number Hierarchy is saved.

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Adding Hierarchies - Other Dimensions

Step 1: To add a new Hierarchy, click + New Hierarchy.

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Step 2: The New Hierarchy page opens. Enter the following information in the fields provided:

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  • Hierarchy Name – Enter the name of the Hierarchy in this field. Use a name that shows the highest level of the Hierarchy.

Example.png Example: In a Department Dimension containing all your company’s departments, the Hierarchy name might be “Company” or the name of the company.

  • Description – Enter a description of the Hierarchy in this field.
  • Type – Click on this dropdown menu and select Dimension Member.

Best_practice_icon.png Please Note: A best practice is to save your Hierarchy after entering the Name, Description, and Type, as well as every time you make a significant structural change.

New fields appear on the page: Available Members and Hierarchy. Use the Available Members section to select Dimension Members to add to this Hierarchy.

Step 3: To add a Node (level) to this Hierarchy, click + Add Node.

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Click on the Members icon ( Members.png ) and enter a new name in the field provided.

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If you do not need to add up the Members of this Node (for example, if the Members are units or percentages) mark the Do Not Sum checkbox.

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Click on the Node Display Options dropdown menu and select how this Node should display in reports:

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  • Display Node and Total –Display this Node, its Members, and a separate Total line for the Node in reports.
  • Display Total Only – Display only the Node’s Members and Total in reports (not the node itself).
  • Display Node Only – Display only the Node and its Members in reports (without a separate Total line).

Use the Available Members section to select Dimension Members to add to this Hierarchy.

To add a Dimension Member to this Hierarchy, click on the Member and click on the Add icon ( Add.png ).

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The Member appears in the Hierarchy underneath the Hierarchy’s name.

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Repeat this step to add other Members.

To add another level to the Hierarchy with Members under it, select the Node you want to put the new Node under and click + Add Node.

Info.png Please Note: To add a Node underneath another Node, select the top Node first, and then click + Add Node.

If needed, drag and drop Members of this Hierarchy between Nodes.

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Info.png Please Note: Click Save to save your Hierarchy whenever you make a structural change.

Step 4: When you are finished structuring the Hierarchy, click Save & Exit.

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  • A confirmation message appears.
  • The Hierarchy is saved.

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You can use this Hierarchy to organize your Income Statement or Ad Hoc Reports.

Step 1: To edit a Hierarchy, reopen the Dimensions page and the Hierarchies tab. Click the Edit icon ( Edit.png ).

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Step 2: Edit the Hierarchy as necessary.

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Step 3: Click Save & Exit.

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  • A confirmation message appears.
  • Your edits are saved.

Deleting Hierarchies

Step 1: To delete a Hierarchy, reopen the Dimensions page and the Hierarchies tab.

Step 2: Click on the Delete icon ( Delete.png ) next to the Hierarchy you want to delete.

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Step 3: Click Confirm.

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  • A confirmation message appears.
  • The Hierarchy is deleted.

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Comments

2 comments
  • There are additional buttons for Export to Excel and Import from Excel. That functionality is not discussed.

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  • Hi Cindy, thanks for letting us know! The "Export to Excel" option lets you export a hierarchy to Microsoft Excel to edit it there (convenient if you're dealing with a large and complex hierarchy and want to use Excel tools to work on it). After editing the hierarchy in Excel, you can save it and click "Import from Excel" to import the edited hierarchy back in.

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