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Adaptive Planning
Last Updated: 2023-06-23
Example: Use Element Groups to Update Reports

Example: Use Element Groups to Update Reports

As manager of US Operations, you want to see all operating expenses for specific US regions for FY 2020.
grouping elements example 1
Do the following. See Create and Manage Element Groups for detailed steps.
  1. Use
    Apply Selection as a Group
     to apply the following levels to the columns:
    • Sales - North
    • Sales - South
    • Services - East
    • Services - West
  2. Use Apply Immediate Children as a Group to apply all operating expense types to the rows.
  3. Apply FY 2020 as a secondary element to all the levels
  4. Refresh report.
A request comes in to add the Sales - Midwest level under US operations. Also, there's a need to create a new Miscellaneous group of expenses to account for un-categorized operating expenses.
Do the following. See Managing the Model for detailed steps.
  1. Under Modeling > Model Management, add a Sales - Midwest level that rolls up to US under Operations.
  2. Under Modeling > Model Management, add a Miscellaneous GL account that rolls up to Operating Expenses.
Back in
OfficeConnect
, you update the element group to dynamically reflect the latest element changes in the report.
grouping elements example 2
Do the following:
  1. In
    OfficeConnect
    , locate the
    Connection
    group in the ribbon.
  2. Select
    Update Elements
    to bring in the latest changes to the model.
  3. In the task pane, verify:
    • Miscellaneous displays as an operating expense.
    • Sales - Midwest displays under Operations > United States.
  4. In the ribbon, select
    Update Groups
    . Note the following updates:
    • Miscellaneous displays as a new expense row.
    • Sales - Midwest appears as a new level column.
  5. Select
    Refresh
    . Note the data updates to now display FY 2020 values for the additional level and expense account.