Assigning analysis codes to a hierarchy

Analysis Hierarchy Assign Codes (ANY) is used to build analysis reporting hierarchies, once you have defined analysis hierarchy labels and analysis hierarchy codes.

It enables you to link each analysis code, for an analysis dimension, to an analysis hierarchy code. The analysis hierarchy codes must first have been defined for the analysis hierarchy using Analysis Hierarchy.

For example, use this function to assign the sales areas analysis codes defined for the sales area dimension, to the appropriate sales region codes defined for the sales region analysis hierarchy.

Invariably, more than one analysis code is assigned to a particular analysis hierarchy code. For example, to assign the sales area code for each European country to the sales region for Europe. You should ensure you assign all of the analysis codes to the appropriate hierarchy code so that all of the base data is analyzed.

Many different hierarchies can be defined for an analysis dimension. In this case you need to assign the analysis codes for the analysis dimension to a hierarchy code in each different hierarchy. For example, you may wish to analyze sales area codes by commission scheme, in addition to sales region.

You should not link an analysis code into more than one analysis hierarchy code within the same analysis hierarchy or you will 'double' count the transactions referencing the analysis code in reports. For example, you should not assign the UK sales area code to both the UK sales region and the US sales region.

Uwaga:  You can access this form directly from Analysis Hierarchy (ANH), in which case the Analysis Dimension and Analysis Hierarchy Label appears automatically.
  1. Specify this information:
    Analysis Dimension
    Enter or Query the analysis dimension for which you want to assign the analysis codes to a hierarchy. The analysis dimension must have been defined using Analysis Dimensions (AND).
    Analysis Hierarchy Label
    Enter or Query the analysis hierarchy to which you want to assign analysis codes. The analysis hierarchy must have been defined for the analysis dimension using Analysis Hierarchy (ANH).
    Uwaga: To set up analysis hierarchy labels, click the Analysis Hierarchy button, or select Hierarchy Labels from the Action menu.
    Analysis Hierarchy Code
    Enter or Query the analysis hierarchy code to which you want to assign selected analysis codes. The analysis hierarchy code must have been defined for the analysis hierarchy using Analysis Hierarchy.
    Analysis Code
    Enter or Query the analysis code to be linked to the analysis hierarchy code selected above. The analysis code must have been defined using Analysis Codes (ANC), for the analysis dimension identified above.
    Uwaga: From the Action menu select Analysis Codes, or click the Analysis Codes button, to display Analysis Codes.
    Status
    Short Heading
    Description
    Lookup Code
    Analysis Hierarchy Labels Setup
    Click this to access the Analysis Hierarchy (ANH), if required. This is used to add, maintain and remove analysis hierarchies, for an analysis dimension.
    Analysis Codes
    Click this to access the Analysis Codes (ANC), if required. This is used to add, maintain and remove analysis codes, for an analysis dimension.
  2. Save your changes.