Entering and Using a Hierarchy Node

Entering a hierarchy node

You can enter a hierarchy node either in the form or in the report definition. First choose the characteristic for which you want to see a hierarchy node.

To choose a hierarchy node when you define a form, click on the pushbutton Hierarchy node on/off in the dialog box where you enter characteristic values. When you define the report, you can find this function on the screen Characteristic Values.

If more than one hierarchy class exists for the characteristic, the system displays a dialog box where you need to specify which you would like to use. For example, for the characteristic "Cost element", you can choose between the class "Cost element group" from Cost Element Accounting and a user-defined master data hierarchy. (In Profitability Analysis this option is not available, since you can only use cost element groups from Cost Element Accounting.)

Next, you need to enter a node of the hierarchy. For master data hierarchies, you have to enter two things here: a node and a hierarchy variant. This makes it possible for you to analyze different variations of a hierarchy.

If you want to restructure the sales districts in your company, you can create different variants of your sales district hierarchy and then compare these in a report.

Variables for hierarchies and hierarchy nodes

You can enter either global variables or local variables for hierarchy nodes as well as complete hierarchies. Global variables for hierarchies or hierarchy nodes need to be defined already, whereas you define local variables directly in the form or report. You define and maintain variables for hierarchies and variables for hierarchy nodes the same way you do variables for characteristic values.

To use a variable for a hierarchy or hierarchy node, click on the pushbutton Variable on/off in the dialog box where you would enter the node or hierarchy. By choosing the Possible entries function, you can display a list of the existing global variables. To define a local variable, enter a name that complies with the naming conventions for variables, and then maintain the variable.

It makes sense to use variables for texts in connection with variables for hierarchies or hierarchy nodes. For example, if you want to enter a variable for a hierarchy variant, you can have the system enter the text for the variant automatically instead of having to specify it immediately. To do this, define a text variable with automatic replacement. When the system asks how the variable should be replaced, choose "Hierarchy field" and enter "Hierarchy variant".

For more information about variables for hierarchies, see Variables for Hierarchies and Hierarchy Nodes.

Display

In a basic report, the hierarchy node is displayed above the navigation area, just like the other fixed characteristics. Thus the hierarchy node is not available as a drilldown characteristic. The values in the report are shown summarized for that node.

If you entered a hierarchy node in the form, but then decide that you want to use it as a drilldown characteristic in the report, proceed as follows: When you define the report, choose the relevant characteristic but do not enter a characteristic value. Choose a type of display for the hierarchy using the function Choose hierarchy. This makes the characteristic available as a drilldown characteristic.

You can choose between four different ways of displaying the hierarchy: compact display, line display, asterisk display and line display with blank lines.

See also:

Hierarchy Display

Functions for Editing Hierarchies