Concept: Element Groups

Use element groups to dynamically update your reports when the underlying model changes.  You can add, remove, or reorder the elements in a group such as accounts, levels, or dimensions. When you update the group, these changes reflect in the report. See Create and Update Element Groups.

An element group can include:

• Direct children of a parent element. 
  Example: Apply all immediate children of Current Assets as a group.

• Selected siblings of the same parent element. 
  Example: Apply all immediate children of Current Assets as a group but skip inventory. Use this option to exclude specific elements from a group.

• Secondary elements that you apply across all the primary group members: 

  • Example: Apply all immediate children of Current Assets as a group. Then, apply FY 2020 as a secondary element to the Current Assets group . In this case, the current asset elements are primary and time is a secondary element of the group. 

  • You must apply secondary elements across all members of a group, else the group breaks. 
    Example: If you are applying time to a region that is a group,  OfficeConnect prompts you to apply it across the entire group.

Use element groups to automatically update report rows, columns, and filters with latest changes to your model:

• Add a child account to an existing parent account.
  Example: Fixed Assets now includes a new Special Assets account under it.
• Remove a product value under the product dimension. 
  Example: You no longer sell Product C and delete it from  your model.
• Re-order levels under a parent. 
  Example: You re-order the children of United States to list all services levels before all sales levels. 
• Add a new custom dimension.
  Example: You add Macys under Retail Customers.