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. A drop-down at the top of the Sectors page will hold the units for the default Sector.To build a Sector from a value other than Department, the Sector 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.
Examples: theThe 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 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 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 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 one of the following:
From an Existing Plan
Click [Next], and choose the 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 that comprise the Sector.Example: The Sector Name is "Pay Range" (for organizing Grades), and the fields are "Level 1", "Level 2", and "Level 3".
Click [Next]. Select the Sector Names to be imported, and click Next.
Proceed to map the fields. Have balanceAAP Create missing Sectors or choose Don’t import missing Sectors.
Select:
- Append (Add to existing) OR
- Overwrite (Replace existing)
A list of the Sectors to be imported will be displayed.
Click [Import] to perform the process.
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.