Rollups in Management Reporter

Within a reporting tree, Microsoft Office PerformancePoint 2007 Management Reporter can include the amounts from child reporting units at the parent reporting unit level. This inclusion is called rolling up the data.

Management Reporter uses the following rules to roll up amounts to parent units in a reporting tree:

  • Within a reporting tree, all child units must use a structure. Parent units usually do not use a structure in a reporting tree.

    Note: Using a structure for both child and parent units could cause duplication of data in the report.

  • Reporting units that use a structure in the reporting tree correspond to the row amount in the reporting unit report. Therefore, the reporting units do not include that amount in the parent unit report.

  • Parent reporting units that do not use a structure in the reporting tree correspond to the row amount that is in the child unit report and roll up the amount to the specified parent unit. For example, if the parent unit has five child units and a structure is not used in the reporting tree for that parent unit, the row appears five times (once for each child unit) in the parent report, and all five child units are rolled up to the specified parent unit.

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