Create an organization report hierarchy

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

Use this procedure to create a report hierarchy for organization reporting. The purpose of this recording is to guide you through the dimension hierarchy so that you can continue until the whole organization reporting structure is created. This recording uses the USP2 demo data company.

  1. Go to Cost accounting > Dimensions > Dimension hierarchies.
  2. Click New.
  3. In the HierarchyTypeComboBox field, select 'Dimension classification hierarchy'.
    • Select Dimension classification hierarchy. The Dimension classification hierarchy type is used to define rules and for reporting purposes. It supports all dimensions, such as cost objects, cost elements, and statistical dimensions.
  4. Click Create.
  5. In the Dimension hierarchy name field, type 'Oganization USP2'.
  6. In the Dimension field, enter or select a value.
    • Select Cost centers.
  7. Click Save.
  8. Click View hierarchy.
  9. Click New.
  10. In the Node name field, type 'CEO'.
  11. Click Save.
  12. Click New.
  13. In the Node name field, type 'CEO cost centers'.
  14. Click Save.
  15. Click New.
  16. In the Node name field, type 'Region East'.
  17. Click Save.
  18. Click New.
  19. In the list, mark the selected row.
  20. In the From dimension member field, enter or select a value.
    • Select the dimension member that corresponds to the node.
  21. Click Save.
  22. In the tree, select 'Oganization USP2\CEO\CEO cost centers'.
  23. Click New.
  24. In the Node name field, type 'Region West'.
  25. Click Save.
  26. Click New.
  27. In the list, mark the selected row.
  28. In the From dimension member field, enter or select a value.
    • Select the dimension member that corresponds to the node.
  29. Click Save.
  30. In the tree, select 'Oganization USP2\CEO'.
  31. Click New.
  32. In the Node name field, type 'CFO cost centers'.
  33. Click Save.
  34. Click New.
  35. In the Node name field, type 'Marketing campa'.
  36. In the Node name field, type 'Marketing campaign'.
  37. Click Save.
  38. Click New.
  39. In the list, mark the selected row.
  40. In the From dimension member field, enter or select a value.
    • Select the dimension member that corresponds to the node.
  41. Click Save.
  42. In the tree, select 'Oganization USP2\CEO\CFO cost centers'.
  43. Click New.
  44. In the Node name field, type 'Trade shows'.
  45. Click Save.
  46. Click New.
  47. In the list, mark the selected row.
  48. In the From dimension member field, enter or select a value.
    • Select the dimension member that corresponds to the node.
  49. Click Save.
  50. In the tree, select 'Oganization USP2\CEO'.
  51. In the Node name field, type 'CIO cost centers'.
  52. Click Save.
  53. Click New.
  54. In the Node name field, type 'Call centers'.
  55. Click Save.
  56. Click New.
  57. In the list, mark the selected row.
  58. In the From dimension member field, enter or select a value.
    • Select the dimension member that corresponds to the node.
  59. Click Save.