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Sectors (Optional)

BEFORE YOU BEGIN:

Visit Plan > Reporting Levels to develop the underlying Drilldown structure.

KEY TOPICS:

  • Add and Define a Sector
  • View Sector Worksheet
  • Import Sectors from another Plan or External File

Create Sectors to Organize Reporting

About Sectors

The Reporting Structure > Sectors module can be used to create another unit level above a Drilldown as the basis for a report Reports filter.

BySectors, default,or cross-sections of the systemplan, allowsare Sectorcreated unitsby togrouping together available Departments (the default) or other values. These values will be created, basedlisted on Department. A drop-down at the top of the Sectors pagepage, willbased showon these units, comprising the default Sector. To build a custom Sector Name, it must be defined as part of a Drilldown. If multiple Sectors have been defined, using existing PlanDrilldown > Drilldowns,settings.

First, a Sector Nameis drop-downadded to the system for display atin the topSector ofdrop-down, which is located in the Sectors pagemenu soheader. theyAn existing Sector is then selected from the drop-down, and Departments or other values can be selected.checked-off for inclusion in a group.

Examples: The default Department Drilldown fields can be organized by function, such as Sales, IT, Engineering, and Manufacturing. Or a Grade Drilldown can be organized into a hierarchy of pay ranges.

Cross-references:Cross-reference: To define a Drilldown, see: Reporting Levels > Drilldowns. To run Sector-based reports, see: Reports > Filter.

Add and Define a Sector Unit

Click [Add New] to open the Create Sector menu, and enter a Sector unit name. Click [Save] to add the Sector to the Sector drop-down menu. The added Sector will be active.

Check the box next to each Department or other value to be included. Use the All, None, All On This Page, None On This Page links to select multiple values at the same time. A message will indicate the value was added to the Sector.

View Sector Worksheet

As an aid to developing or editing Sectors, select [View Report] from the upper toolbar to open a SECTOR WORKSHEET report, which displays each Sector and component fields.

Other Sector Page Controls

Search for Values

Enter part or all of the Department code or other value into the Search field, and click Search. To clear the results, click [Clear].

Copy Sector Unit

To create a Sector unit,Sector, containing the same values as an existing one, make the unit active by selecting it from the Sector drop-down. Then choose [Copy] from the upper toolbar. Enter a label when prompted (in place of the "Copy of ..." placeholder), and click [Save]. Proceed to editing what values are included in the Sector, as necessary.

Change Sector Unit Name

Select the unitSector name from the Sector unitupper drop-down, and choose [Change Name] from the upper toolbar. Enter the new label, and click Save.

Delete Sector Unit

Select the unitSector name from the Sectorupper drop-down, and click the [Delete] button. When the confirmation message appears, click [Yes].

Import Sectors from another Plan or External File

Click [Import], then select and Import Type:

— From an Existing Plan

Click [Next], and choose Company, Establishment, and Plan from the drop-downs.

— From an External File

Each Sector Namename will require a separate table, spreadsheet, or text file, containing corresponding units and values that comprise the Sector. After each step described below, click [Next].

Example: The Sector Namename is "Pay Range" (for organizing Grades), and the Sector units are "Level 1", "Level 2", "Level 3" and so on. Then, Level 1 is comprised of the Grade values of E1, E2, and E3.

  • Select Sectors — The default Sector and any defined on the Drilldowns tab will display. Use the [Right arrow] to include a Sector in the import.
  • Upload Files — Locate the file on your computer.
  • Match Sectors — Use the provided drop-downs and the Preview of Data. (Fields marked with an asterisk are required.)

Complete the Process

Select:
  • Append (Add to existing)

    • OR

  • Overwrite (Replace existing)

Click [Import] to perform the process and view the results. The number of records imported and dropped will be displayed.

Then choose to:

  • Go to Sector Import (To address dropped files)
  • Go to Sector Home ( To view values included in the Sector and edit, as necessary)