Adding reporting units to a reporting tree definition in Management Reporter

Before you build a reporting tree, you will first need to determine which reporting structures your entity requires.

Carefully consider how you have set up your financial data account structure, and then draw an organizational chart of your entity at the lowest available level of detail (for example, the departments, projects, and so on that are defined in the financial data). Add to these as many boxes as you need to show higher-level divisions or regions. Each box represents a potential reporting unit in any reporting tree that you create.

Your organizational chart will help you visualize how to group the reporting units into one or more reporting trees.

You also will need to consider the best way to build your trees. In Microsoft Office PerformancePoint 2007 Management Reporter, you can create a reporting tree by using an automated build process, or you can create a reporting tree manually. It is important to understand both methods before designing your trees.

You can add reporting units to the reporting tree definition by using the reporting units that are defined in your financial data system.

In this topic

Build a reporting tree definition for a fully-qualified-account-based system

Build a reporting tree definition for a dimension-based system

Build a reporting tree definition for a fully-qualified-account-based system

  1. On the File menu, point to New, and then click Reporting Tree Definition.

  2. On the Edit menu, click Insert Reporting Units from Source System.

  3. In the Insert Reporting Units from Source System dialog box, in the segment box in the Source System structure area, type an ampersand (&) for each digit in the natural segment to direct Management Reporter to go to the row definition for this information.

    For example, use &&&& for a four-digit natural segment.

  4. In the other segment boxes, type a structure by using the characters described in Structure.

  5. To create additional segments (such as breaking one segment into two shorter segments), click the correct location within a segment box, and then click Split Segments.

  6. To merge two segments into one segment, click within either of the segment boxes that you want to merge, and then click Combine Segments.

  7. To change the hierarchy of the segments in the Segmenthierarchy and ranges area, select the segment that you want to move, and then click Move Up or Move Down.

    Note: The hierarchy defines both how segments report to each other and, if desired, the range for each segment.

  8. To specify a range of segment values to add to the new reporting tree, in the Segment hierarchy and ranges area, do the following:

    1. In the From Account box for that segment, type the first segment value in the range.

    2. In the To Account box, type the last segment value that you want to use for this segment.

  9. In the Segment hierarchy and ranges area, select a segment; then, in the Get Unit Name from area, select one of the following options:

    1. Segment description: Assigns a descriptive name to the segment that is based on your financial data segment information.

    2. Segment code: Assigns the segment a short name as the actual segment value.

  10. For each segment in the Segment hierarchy and ranges area, repeat steps 8 and 9.

  11. When you have finished defining how your reporting units will be brought into the new reporting tree, click OK.

  12. On the File menu, click Save.

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Build a reporting tree definition for a dimension-based system

  1. On the File menu, point to New, and then click Reporting Tree Definition.

  2. On the Edit menu, click Insert Reporting Units from Account or Dimensions.

  3. In the Insert Reporting Units from Account or Dimensions dialog box, under Include, select the check box for each dimension to be included in the reporting tree.

    Note: To define a partial segment or dimension in the row definition and the remainder of that segment or dimension in the reporting tree, type an ampersand (&) for each place in the dimension value that is part of the reporting tree.

  4. To create additional segments (such as breaking one segment into two shorter segments), click the correct location within a Character position box, and then click Split.

  5. To merge two segments into one segment, click within either of the segment boxes that you want to merge, and then click Combine.

  6. To change the hierarchy of the dimensions in the Segment hierarchy and ranges area, select the dimension that you want to move, and then click Move Up or Move Down.

    Note: The hierarchy defines both how dimensions report to each other and, if desired, the range for each dimension.

  7. To specify a range of dimension values to add to the new reporting tree, in the Segment hierarchy and ranges area, do the following:

    1. In the From Account box for that dimension, type the first value in the range.

    2. In the To Account box, type the last value that you want to use for this dimension.

  8. For each dimension in the Segment hierarchy and ranges area, repeat step 7.

  9. When you have finished defining how your reporting units will be brought into the new reporting tree, click OK.

  10. On the File menu, click Save.

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