Reporting tree columns in Management Reporter

The reporting tree definition contains the following columns:

Reporting Tree Column

Description

Entity

The entity name for the reporting unit. The @ANY value, which is typically assigned only to the summary level, enables the reporting tree to be used for all entities. All child branches have an entity assigned to them.

Unit Name

The code that identifies this reporting unit in the graphical reporting tree. For ease of use, establish a coding system that is consistent and is easily understood by users.

Unit Description

The reporting unit title appears in the report header or footer if you enter@UnitName as a codeon the Headers and Footers tab of the report definition. The title appears in the report row description if you enter @UnitName in the Description cell of the row definition.

Structure

Every detail reporting unit row must have a structure in this column.

You can also place a structure in a summary unit row (for example, for expenses directly related to that unit). If you place a structure in a summary unit row, accounts that are used in parent units should not be used in child units, so as to avoid duplicated amounts.

For more information, see Structure.

Row Definitions

The name of the row definition for this reporting unit. The same row definition is used for each unit of the reporting tree. When you generate a report, Microsoft Office PerformancePoint 2007 Management Reporter uses this row definition for each reporting unit.

The row definition can include multiple Financial Data source links.

If you specify row definitions in the reporting tree, select the Use row definition from reporting tree check box on the Report tab of the report definition.

Row Link

The row link to use for this reporting unit. Row links are defined for the row definition to identify the Excel spreadsheet file to link to or another financial data source (when the row definition contains multiple Link columns).

External Link

The path to the Excel spreadsheet to pull data from. For more information, see Linking to Excel data in a row definition.

External File

The linked Excel spreadsheet file name. For more information, see Linking to Excel data in a row definition.

Page Options

Controls for whether this reporting unit is included in a report.

Rollup %

The percentage of this reporting unit that is to be allocated to its parent unit. The percentage that you enter in this column applies to each row of the row definition before the value in the row is added to the parent report. For example, if a child unit is to be divided evenly between two departments, the amounts in each row would be multiplied by 50 percent before being added to the department report.

One reporting unit cannot have two parent units. To allocate the amounts from a reporting unit to two parent units, create another reporting unit with the same structure to roll up the additional 50 percent.

Type the percentage without a decimal point. For example, .25 equals .25% allocation to the parent, and 25 equals 25% allocation to the parent. In order to use a percentage that is less than 1 percent, use the Allow Rollup <1% option in the report definition. This option is located on the Additional Options tab in the Report Settings dialog box. Access this dialog box from the Other button on the Settings tab of the report definition.

Unit Security

Restrictions on which users and groups can access the information for this reporting unit and which users will receive e-mail messages about this report.

For more information, see Adding email addresses to a reporting unit and Securing a reporting unit.

Additional Text

Text that is included in the report. For more information, see Adding text to a reporting unit.

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