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Sectors (Optional)

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 Sectors function can be used to create another level above a Drilldown as the basis for a report filter. By default, the system allows Sector units to be created, based on Department. A drop-down at the top of the Sectors page will hold the units, comprising the default Sector.

To build a custom Sector, it must be defined as part of a Drilldown. If multiple Sectors have been defined, using Drilldowns, a Sector Name drop-down display at the top of the Sectors page so they can be selected.

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

Add and Define a Sector

Click [Add New] to open the Create Sector menu, and enter a Sector 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 the [Clear].

Copy Sector

To create a Sector unit, 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 Label

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

Delete Sector Unit

Select the unit from the Sector drop-down, and click the [Delete] button. When the confirmation message appears, click [Yes].

Import Sectors from another Plan or External File

Sectors may be brought in from:

  • Another balanceAAP plan
  • An external Excel, Access or a text file

Click Import[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 Name 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 Name 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 Sectors that were defined on the Drilldowns tab will display. Use the [Left arrow] to include a Sector in the import.
  • Upload File(s) – 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
  • Go to Sector Home