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Adaptive Planning
Last Updated: 2023-06-23
Manage Dimension Hierarchies

Manage Dimension Hierarchies

  • An existing Google Sheets report with Adaptive Planning data.
  • Security:
    Access to Workday for Google Sheets
    permission
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.
Manage Hierarchy provides a quick way to update reports without having to manually make the changes for all the affected areas.
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.
  1. Open an existing Adaptive Planning report in Google Sheets.
  2. From the Google Sheets toolbar, click
    Extensions
    Workday for Google Sheets
    Workday
    .. The Workday add-on displays.
  3. In the Workday add-on, from the rows or columns, select a dimension that is a parent element.
  4. From the context menu of the parent element, select a Manage Hierarchy option.
    A icon displays next to the element.
  5. Refresh the report and display the hierarchy added to the report below the parent element.