Manage Dimension Hierarchies
- An existing Google Sheets report with Adaptive Planning data.
- Security:Access to Workday for Google Sheetspermission
After creating a report, you can use these
Manage Hierarchy
options to see more or less data in the report:
- Include no descendants: Includes none of the descendants of the selected element.
- Include immediate children: Includes only the direct child elements of the select element.
- Include all descendants: Includes all descendant parent and child elements of the selected element.
- Include leaf-level descendants: Includes only the child elements at the leaf level of the selected element. Excludes all rollup elements.
Manage Hierarchy is different from the Expand capability in these ways:
- It displays the effect everywhere that the dimension exists in your report
- It's a permanent state for elements versus a way to expand or collapse elements in the spreadsheet report.
Example: If you want to expand your Assets account across all the levels (HQ, Engineering, G&A) in your report, you can use the Manage Hierarchy option for the Assets account.
When you rearrange your report elements, the hierarchies move along with the parent elements.
- Open an existing Adaptive Planning report in Google Sheets.
- From the Google Sheets toolbar, click .. The Workday add-on displays.
- In the Workday add-on, from the rows or columns, select a dimension that is a parent element.
- From the context menu of the parent element, select a Manage Hierarchy option.A icon displays next to the element.
- Refresh the report and display the hierarchy added to the report below the parent element.