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Workday Adaptive Planning Knowledge Center

Concept: Element Groups

Describes element groups and their use cases

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.
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