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Example: Using Element Groups to Update Reports

This article walks you though an example of how to use element groups to update a report dynamically.

As manager of US Operations, you want to see all operating expenses for specific US regions for FY 2020. 

grouping elements example 1

Do the following. See Create and Manage Element Groups for detailed steps.

  1. Use Apply Selection as a Group to apply the following levels to the columns:
    • Sales - North
    • Sales - South
    • Services - East
    • Services - West
  2. Use Apply Immediate Children as a Group to apply all operating expense types to the rows.
  3. Apply FY 2020 as a secondary element to all the levels
  4. Refresh report.

A request comes in to add the Sales - Midwest level under US operations. Also, there's a need to create a new Miscellaneous group of expenses to account for un-categorized operating expenses. 

Do the following. See Managing the Model for detailed steps.

  1. Under Modeling > Model Management, add a Sales - Midwest level that roles up to US under Operations.
  2. Under Modeling > Model Management, add a Miscellaneous GL account that roles up to Operating Expenses.

Back in  OfficeConnect, you update the element group to dynamically reflect the latest element changes in the report.

grouping elements example 2

Do the following:

  1. In OfficeConnect, locate the Connection group in the ribbon.
  2. Select Update Elements  to bring in the latest changes to the model.
  3. In the task pane, verify:
    • Miscellaneous displays as an operating expense.
    • Sales - Midwest displays under Operations > United States.
  4. In the ribbon, select Update Groups. Note the following updates:
    • Miscellaneous displays as a new expense row.
    • Sales - Midwest appears as a new level column.
  5. Select Refresh. Note the data updates to now display FY 2020 values for the additional level and expense account.
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