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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 reporting level above a Drilldown as the basis for an additional filter. By default, the system allows Sector units to be created, based on Department. To build a Sector from a value other than Department, the Sector must be defined as part of a Drilldown.

Examples: the system’s 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 upper 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,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 search, click the [Clear].

Copy Sector

To create a Sector, containing the same values as an existing one, choose [Copy] from the upper toolbar. Enter a name when prompted (in place of the "Copy of ..." placeholder), and click [Save]. Proceed to editing the Sector, as necessary.

Change Name

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

Delete Sector

Select the Sector from the Select 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, then select toone importof sectorsthe eitherfollowing:

  • From an Existing Plan orClick From an External File[Next], and click Next.

    When importing from an Existing Plan, you will need to choose the Company, Establishment, and Plan from the drop-downdrop-downs. list.

  • Then,From choosean eitherExternal toFile Click [Next].

Select:

  • Append or(Add to existing)
    • OR
  • Overwrite the(Replace data. Choosing Append will add the imported sectors to those already created in the current plan. Choosing Overwrite will replace the current plan’s sectors with those being imported.existing)

A list of the sectorsSectors to be imported from the selected plan will be displayed in the Plan Sectors section of the page.displayed.

Click Import[Import] to perform the import.process.

When importing from an External File, you will need to select the Sector Names to be imported from your external file. Each Sector Name will require a separate table/spreadsheet/text file in order to import multiple types of sectors at one time. Once you have selected the Sector Names to be imported, click Next.

Sector name, and corresponding field (e.g. Department, Job Code, Location, etc.) that constitutes each sector.

If any of the values in the field mapped to Sector do not exist, balanceAAP can optionally create these sectors for you or ignore them. To have balanceAAP create these sectors for you, select the Create missing Sectors option. To have BALANCEaap ignore these sectors, choose the Don’t import missing Sectors option. Choose the Go Back option if you would like to check the mapping of the file or fields used for that sector.

Finally, choose to Overwrite or Append these values as described above, and then click Import Sectors. The results for the number of records imported or dropped from the system will be displayed.