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Master Plan Reporting Levels > Rollups and Plan Groups (Optional)

RETURN TO: Reporting Levels

KEY TOPICS:

  • Rollups
  • Plan Groups

RETURN TO: Reporting Levels

While these options are not required to complete an AAP, they allow you to customize reporting for executive- or management-specific needs.

Use Rollups for Analysis across Plans

What is a Rollup?

In a Master Plan, a Rollup represents a level of analysis above the sub-plan, or beyond the regulatory framework of a single plan. These larger units form the basis for assembling plan results into the “big picture” across plans. Up to five Rollups can be defined and placed in hierarchical order.

Example: Results for a retail chain, with subsidiaries, are represented at the sub-plan level by Store; at the next levels by State and Region, and then by Subsidiary. Finally, the Subsidiary level rolls up into the full Master Plan.

You may create a Rollup that ties to a data field, as described below. By accessing Reports > Filter, the Rollup unit can be used to organize plan reports.

Create a New Rollup

This method is for creating a Rollup prior to Data Import.

From the Rollups tab, click the [Add] button. The Create Rollups menu will appear; enter the Rollup Name. Using the provided radio buttons, select: Create New Rollup; and click [Save].

To place the Rollups list in hierarchal order, see the instructions below. Then proceed to Data Import.

Create a Rollup using an Existing Field

This method is for creating a Rollup after Data Import.

From the Rollups tab, click the [Add] button.

Enter the Rollup Name. Enter the Rollup Name. Using the radio buttons, select: Use Existing Field; then make a selection from the drop-down’s list of existing User Fields. Click [Save] to add the item to the Rollup list.

If desired, place the list in hierarchal order, as described below.

Import Rollups from an Existing Master Plan

From the Rollups tab, select the [Import] button.

The Import Source menu displays. From the provided drop-downs, choose an existing Master Plan (containing Rollups) by Company, Establishment, and Plan. Click [Next].

A confirmation messages states: All Rollups will be overwritten. Click [Import Rollups].

A Results message appears, documenting the transaction. Choose: Go to Plan Home, or Go to Rollups and view the updated page.

Place Rollups in Hierarchal Order

The Rollups list can be placed in hierarchical order, beginning with the highest level of desired analysis. Use the Top/Up/Down/Bottom arrows next to each Rollup to move it to a new location. Once the order is correct, click [Save].

Other Rollup Tools

Click [Edit] icon next to the Rollup Name to make changes in an edit window. To remove a Rollup from the list, click the [Delete] icon, and confirm deletion.

Use Plan Groups to Organize the BALANCEhub DASH

About Plan Groups

BALANCEhub’s DASH can show graphical results for Plan Groups as subsets of the full Master Plan. Use the Reporting Levels > Plan Groups tab to determine what those filter choices will be.

The Plan Group entries made here will display in the BALANCEhub DASH tab header for selection by users.

Add the First Plan Group

Using the right-hand column, enter a Plan Group Name in the provided field, and check off each sub-plan to include in the group.

Quick Tip: When making selections involving a long list of plans, choose to reorder the check boxes: Sort by establishment or Sort by plan code.

Then click the [Save] button. The Plan Groups list displays in the left-hand column.

Create Additional Plan Groups

Click the [Add] button and proceed to naming and identifying the group, as described above.

Import Plan Groups

If you have one of the following, you may import Plan Groups:

  • An external file, containing data entries for Plan Code and Group Name
  • Existing Plan Groups in another balanceAAP plan

Click the [Import] button, select the Source (External File or balanceAAP plan), and follow provided prompts.

Choose whether to: Overwrite (replace) or Append (add to) current groups, and click [Import Plan Groups].

Edit a Plan Group

Select a Plan Group from the left-hand column. Update the check boxes in the right-hand column. Click [Save].

Delete a Plan Group

To remove a group from the Plan Group list, select it from the left-hand column; then click the [Delete] button.