Use element groups to dynamically update your reports when the underlying model changes. You can add, remove, or reorder the elements in a group such as accounts, levels, or dimensions. When you update the group, these changes reflect in the report. See Create and Update Element Groups.
An element group can include:
Direct children of a parent element. For example, apply all immediate children of Current Assets as a group.
Selected siblings of the same parent element. For example, apply all immediate children of Current Assets as a group but skip inventory. Use this option to exclude specific elements from a group.
Secondary elements that you apply across all the primary group members:
For example, apply all immediate children of Current Assets as a group. Then, apply FY 2020 as a secondary element to the Current Assets group . In this case, the current asset elements are primary and time is a secondary element of the group.
You must apply secondary elements across all members of a group, else the group breaks. For example, if you are applying time to a region that is a group, OfficeConnect prompts you to apply it across the entire group.
Use element groups to automatically update report rows, columns, and filters with latest changes to your model:
- Add a child account to an existing parent account. For example, Fixed Assets now includes a new Special Assets account under it.
- Remove a product value under the product dimension. For example, you no longer sell Product C and delete it from your model.
- Re-order levels under a parent. For example, you re-order the children of United States to list all services levels before all sales levels.
- Add a new custom dimension. For example, you add Macys under Retail Customers.