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I am trying to move around dimensions in reporting tree for our forecast. When I do this and generate the reporter, the data is all skewed and duplicated on each tab. I was cutting and pasting dimensions around in order to re-order. Am I doing something catastrophically wrong here? I was hoping it'd be a simple change (moving dimensions around, re-ordering units). Thank you.
Can you elaborate on what you did when you moved the dimensions around?
Did you only change the names/description or also the related main-account-findim combinations?
Would be great if you could share some supporting screenprints that illustrates the issue.
Thanks for your reply. It turns out I needed to promote/demote units and make sure that certain units are not printing and that it says @ANY by rolled up rows. All logical. Thanks for your help.
In general, are Demote/Promote reporting units the way to go if moving around a lot of data? I have to do some manual dragging around so that visually it appears correct.
You can use the demote/promote buttons. Another alternative that works well if you have a lot of reporting units to move around is marking all elements in the report tree. Then copy and paste those elements to Excel. Modify the lines in Excel and upload it again either in a new or the same reporting tree. This can be achieved by the standard CTRL C/V actions. Maybe try this to see if this is a better / easier way for you to work.
Thanks. Most important is to make sure that the Folders are formed and correct reporting units are underneath, right? I will keep in mind the Excel solution. Would I just paste the data back into the existing reporting tree or new one or is there a formal import process?
I usually create a new reporting tree and leave the old one for later reference.
In case you edit the data in excel, no formal import process is available because you change the data basically just in the opened reporting tree form.
There is a building block feature available that allows exporting, importing and sharing financial report elements. This building block functionality is, however, different and does not allow the change of the tree structure that you asked for.
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