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Adaptive Planning
Example: Create Alternate Level Structures with Level Attributes

Example: Create Alternate Level Structures with Level Attributes

This example illustrates how to create an alternate level structure for reporting puposes using level attributes.
Your level organization reflects the departmental structure of your company. With this structure you can view the totals for each department: G&A, Product Development, and Sales. The locations of the departments are in different regions of the United States. To report on totals for regions across departments, you want to create an alternate hierarchy by tagging the levels with attributes.
The level hierarchy looks like this:
G&A
  • Finance
  • Human Resources
  • Legal
  • IT
Product Development
  • Operations
  • Engineering
  • Product Management
Sales
  • East Coast Sales
  • West Coast Sales
  • Midwest Sales
  • South West Sales
  • Create the levels as described in the scenario.
  • Security:
    • Organization Structure
       permission.
    • Structure Import
       permission.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Level Attributes
    .
  3. From the toolbar, click
    Import level attribute structure
    .
  4. Click
    Download Template
    .
  5. Open the excel spreadsheet, enable editing, and save to your computer as
    New Region Level Attribute
    .
  6. Click the
    Level Attribute
     tab at the bottom of the sheet.
  7. To create the attribute, complete these columns in the first row after the header rows :
    Opción Descripción
    Attribute Name
    Enter
    Region Level Attribute
    .
    Display Name Format
    Enter
    Name
    .
  8. To create the first attribute value, complete these columns in the same row:
    Opción Descripción
    Attribute Value Name
    Enter
    West Coast Region
    .
    Attribute Value Code
    Enter
    WC
    .
  9. To create the next attribute value, complete these columns in the next row:
    Opción Descripción
    Attribute Value Name
    Enter
    East Coast Region
    .
    Attribute Value Code
    Enter
    EC
    .
  10. Save the
    New Region Level Attribute
     spreadsheet.
  11. Return to
    Modeling
    Level Attributes
    .
  12. From the toolbar, click
    Import attribute structure
    .
  13. Select
    Update and append
    .
  14. Click
    Choose File
    .
  15. Browse your computer files to find and select the
    New Region Level Attribute
     spreadsheet.
  16. Click
    Open
    .
  17. Click
    Upload
    .
  18. From the breadcrumbs, select
    Modeling
    .
  19. Click
    Levels
    .
  20. From the toolbar, click
    Generate Printable View
    .
  21. Open the
    Levels
     Excel spreadsheet, enable for editing, and save as
    Levels with Level Attributes
    .
  22. For each level:
    Name
    Region Level Attribute Code
    Region Level Attribute Name
    G&A
    Leave blank.
    Leave blank.
    • Finance
    Enter
    WC
    .
    Enter
    West Coast Region
    .
    Human Resources
    Enter
    EC
    .
    Enter
    East Coast Region
    .
    Legal
    Enter
    EC
    .
    Enter
    East Coast Region
    .
    IT
    Leave blank.
    Leave blank.
    Product Development
    Leave blank.
    Leave blank.
    Operations
    Enter
    EC
    .
    Enter
    East Coast Region
    .
    Engineering
    Enter
    WC
    .
    Enter
    West Coast Region
    .
    Product Management
    Enter
    WC
    .
    Enter
    West Coast Region
    .
    Sales
    Leave blank.
    Leave blank.
    East Coast Sales
    Enter
    EC
    .
    Enter
    East Coast Region
    .
    West Coast Sales
    Enter
    WC
    .
    Enter
    West Coast Region
    .
    Midwest Sales
    Leave blank.
    Leave blank.
    Southwest Sales
    Leave blank.
    Leave blank.
  23. Save the spreadsheet.
  24. Return to
    Modeling
    Levels
    .
  25. From the toolbar, click
    Import Organization Structure
    .
  26. Select
    Update and append
    .
  27. Click
    Choose File
    .
  28. Browse your computer to select the
    Levels with Level Attributes
     spreadsheet.
  29. Click
    Open
    .
  30. Click
    Upload
    .
You can now use the Region Level Attribute to create alternate rollups for your levels by region. The alternate hierarchy looks like this:
East Coast Region
  • Legal
  • Human Resources
  • Operations
  • East Coast Sales
West Coast Region
  • Finance
  • Engineering
  • Product Management
  • West Coast Sales
Region (Uncategorized)
  • IT
  • Midwest Sales
  • Southwest Sales
You can enter data at the levels. When you add the level attribute to reports, you can view the alternate rollups for the regions.