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The information below refers to budgets but the same process applies to forecasts. |
To budget at a more detailed (granular) level, you can add additional levels (dimensions) to a worksheet. For example, if you have a Sales driver that is set up to budget by Country and Branch, you could add a level for Product Class underneath each Branch.
A dimension is a level in your budget hierarchy and an entity is a value within a dimension. For example, a dimension is Country and the entities are Australia, the UK and the USA. |
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To budget at a more detailed (granular) level, you can add additional levels (dimensions) to the Main tab. For example, if you have a budget set up to budget by Country and Branch, you could add a level for Product Class underneath each Branch.
You can have up to a maximum of six hierarchy levels in a budget worksheet. You add levels in three ways as outlined in the following table:
Method
Financial database
Non-financial database
Via the Budget setup window - but you can only use this method if you have not started budgeting yet.
the Main tab. However, levels work differently in the two types of budgets (financial and operational).
Financial budget levels
In a financial budget setup, you can add up to four levels in addition to the two default levels of Category and Account (2+4=6).
You can add up to six levels of your choice.
Via the blue Add button in the levels box, in the header of the Main tab.
Not applicable.
The number of levels you can add is limited by the number of levels you already added in the Budget setup window. For example, if you added four levels initially, you can add 2 more (4+2=6).
Via the blue Add button in the levels box, in the header of a Database driver tab.
The number of levels you can add is limited by the number of levels in the Main tab (not including the two default levels of Category and Account).
For example, suppose the Main tab has five levels. You do not count the two default levels, so three levels will be inherited by any driver tabs. In the Driver setup window, you must add one level. In this example, the driver tab has four levels (3+1), so you can add another two levels (3+1+2=6).
The levels are visible on the top right of the worksheet, and you can see the hierarchy when you expand the worksheet. For example, in the following image, you can see one level was added for County, bringing the total levels to three.
You can return to the budget setup to add more levels. It's best to do this before you start budgeting, in other words, before you edit any values in the worksheet, as there'll be little impact. You can add levels later in the budgeting process, but it'll likely result in the loss of entered data as you've changed the underlying structure of the budget. You'll get a warning message about this.
Operational budget levels
In an operational budget setup, you can add up to six levels of your choice. The levels are visible on the top right of the worksheet, and you can see the hierarchy when you expand the worksheet. For example, in the following image, you can see three levels were added: County Region and Sales Rep.
You can return to the budget setup to add more levels, or you can do it within the worksheet via the blue Add button next to the levels on the top right of the worksheet. For example, if you initially added four levels in the budget setup, you can add two more in the worksheet (4+2=6).
After you add the level, the worksheet page reloads. You can then expand the lines to view the additional levels of data.In the example below, you added a Database driver tab based on your Sales database. You now want to budget at the Product Class level, so you need to add that dimension as another level in the budget. On the Sales tab, click the blue Add button then click the Product Class dimension. The budget updates accordingly; new rows display for the entities in the new dimension level. However, the workflow remains at the Branch level.
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The level you add displays in blue, to differentiate it from the levels that were added during the workbook or worksheet setup. |
If you change your mind or make a mistake, to remove the new level, click the blue Delete button next to the level name, then click Delete to confirm.
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