The maintenance hierarchies can be created and maintained via the button:
All dimensions can be set.
The below screen will pop up.
- A total business model can be created. With all dimensions, entities, accounts and period/ years.
- To do this click on a root member to open the hierarchy tree. In this example the 'Entity' tree is opened. Here you can edit the tree. By dragging and dropping the hierarchy can be changed.
- By clicking the '+' a member can be added or the 'X' to remove a member.
- Another way to add a member. Clicking this button will give a member at the bottom of the tree.
- Members that are created can be given a name and description. The 'Unary Operator' has three options to give on the member.
'+' The member will add up in the hierarchy for example a Revenue account.
'-' The member will be deducted in the hierarchy such as a cost account.
'~' The member will not sum up in the hierarchy it will be excluded.
An other way to edit or maintain the hierarchies is by the grid tab.
- The Grid tab is another way of maintaining the hierarchies.
- The 'Download Metatdata' button can be used to download the current metadata to excel and edit it. The 'Upload a file' button can be used to upload the created excel sheet.