Reporting on a hierarchy

After you have created a hierarchy, you need to make it available for reporting and filtering.

This example describes the procedure for creating a Summary Report, but it can also be used for:

  • Reference Link.
  • Summary Link.
  • Summary Query.
  • Detail Query.

To create an example Summary Report from your hierarchy:

  1. Select Summary Report from the Q&A ribbon to open the Query window.
  2. Select the Product (DataLink) to report against, then select the Business Unit hierarchy.
  3. Select LA\Ledger in the Table field.
  4. Populate these mandatory filters: Ledger A; Account Code Range 10000 to 13000; and Accounting Period 2005/001 to 2005/001.
  5. Specify these query outputs: LA\Account Code; LA\Accounting Period; LA\Base Amount; LA\Transaction Amount; LA\Currency Code; and LA\Hierarchy: Currency Code .
    The filter section of the query is populated by creating a mandatory filter based on the selected Hierarchy in the output selection
  6. Double-click the Hierarchy: Currency Code and select either a Parent or Child node.
  7. Click OK to run the query.
Parent topic: Administering relational hierarchies