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How To Report On An Alternate Level Structure

Question

My current Organization Structure is broken down by Department, but I would also like the ability to report by Function. Is it possible to have more than one Organization Structure in Adaptive?

Answer

You can do accomplish by using level attributes. Originally, level dimensions were designed to provide a way to tag levels so you can filter by types of levels in reporting and refer to types of levels in formulas.

Level attributes are assigned to levels in such a way that all data on that level has a particular attribute value. This means that each number in the level will have exactly one level attribute value, whereas with dimensions a number can have multiple dimension values -- which can lead to confusion and unexpected results in formulas.

Level dimensions are still available, so if your instance currently uses them, it will continue to work as it has before. For new instances, use level attributes. This article has been updated to provide instruction on how to use Level Attributes instead of Level Dimensions to create an alternate reporting structure. 

Best Practice: If you switch from using dimensions to using level attributes, we recommend deleting the now-unused dimensions.

You can create alternate rollup structures for reporting using Level Attributes. Level Attributes are assigned to levels in the Organization Structure and can be used in Reports and Formulas to calculate level rollups different from the rollup structure defined in the organization structure. Steps to do this are below:

1. Go to Modeling > Level Attributes > Select New Attribute named Functional Group.

You cannot give dimensions, level attributes, and account attributes identical names. If your instance already contains a dimension called, for example, Function, you cannot create a level attribute also called Function. Dimension values and attribute values can have identical names, but the dimensions and attributes themselves cannot.

2. With the newly created Level Attribute Functional Group selected, click New Value and add the first Function. Repeat this step for each Function you would like to report on.

Helpful Hint: You can create rollups within the Functional Group dimension for additional reporting capabilities. In the example below, a user would be able to report by the Sales and Marketing Functional Groups individually, or the combination of both.

3. Go to Modeling > Levels. You will now notice a new dropdown under Level Attributes for Functional Group.

4. Select each Level, assign the level's associated Functional Group and Save.

Helpful Hint: If you select a parent level and set it's Functional Group, any sub-levels will also be tagged with that Functional Group. For example, if the parent level Research & Development was set to Functional Group: Research & Development, both child levels, Product Management and Product Development would also be tagged with the Research & Development Functional Group.

5. You will now have the ability to report by Functional Group. The data that exists in each level will automatically be tagged with the new Level Attribute and it is not necessary to re-import any of your data.

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