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To budget at a more detailed (granular) level, you can add additional levels (dimensions) to a worksheet. For example, if you have a Sales database (driver) tab set up to budget by Country and Branch, you could add a level for Product Class underneath each Branch.

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 six hierarchy levels in a budget worksheet. You add levels in three ways, as outlined in the following table:

Method

Financial database

Operational database

Via the budget setup - 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. 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 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 the database tab. In the Database tab setup, you must add one level. In this example, the database tab has four levels (3+1), so you can add another two levels (3+1+2=6).

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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.

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If you have not started budgeting yet, in other words, you haven’t edited any values in the worksheet, you can return to the budget setup to add more levels.

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.

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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 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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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.