Specifying Hierarchies (SAP Library - Consolidation (EC-CS))

Specifying Hierarchies

Prerequisites

You want to use a list of proposed values to define a characteristic as a hierarchy and insert it into the matrix. You can specify hierarchies for the following characteristics:

Consolidation group
Consolidation unit
Partner unit
FS item

Procedure

1. Place the cursor on the cell in which you want to insert the first entry in the hierarchy.

Note

If a list is very long, first a condensed form of the list is displayed, which you can selectively expand as desired.

2. In the Interactive Excel menu, choose Consolidation ® Hierarchies and the characteristic you require.

A dialog box appears with a list of values for the characteristic. For example, here you can choose consolidation unit.

Note

If a list is very long, first a condensed form of the list is displayed, which you can selectively expand as desired.

3. Select one or more hierarchies. You can use Windows selection functions to select multiple values ( CTRL + mouse click) or blocks of values ( SHIFT + mouse click). You can enter a value ID in order to go to its position in the list.

4. Choose SAP ® Settings, and determine

Whether you want hierarchy levels to be indented when inserted into the worksheet, and whether the column width should be automatically adjusted to fit the contents

How many hierarchy levels (up to 8) should be expanded when the hierarchy is inserted into the worksheet

Whether a color should be applied to the hierarchy

Whether the ID and/or short text and/or long text of the characteristic should be displayed

You can also change these settings by using the context menu and a right mouse click.

5. Choose OK.

Result

The relevant hierarchy is inserted at the cursor position, with the specified formatting. All hierarchy entries are inserted, regardless of the number of levels that are expanded.

You can change the color format and indent of the individual levels by choosing SAP ® Settings. Your settings are saved locally and are therefore only computer-specific.

You can format, move, delete or change hierarchies after insertion into a worksheet. In exactly the same way you can update the hierarchies at any time.

If you want to delete a hierarchy, choose SAP ® Delete hierarchy. You thereby ensure that the layout, values, and formatting for a hierarchy are completely removed from the worksheet.