Sectors (Optional)

BEFORE YOU BEGIN:

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

KEY TOPICS:

  • What is a Sector?
    • About Building Sectors
  • Add and Define a Sector
  • View Sector Worksheet
  • Import Sectors from another Plan or External File


Create Sectors to Organize Reporting

What is a Sector?

The Reporting Structure > Sectors module can be used to create another unit level above a Drilldown as the basis for a Reports filter. A Sector, or a cross-section of the plan, is created by grouping together available Departments (the default) or other values.

About Building Sectors

First, a Sector is added to the system for display in the Sector drop-down, located in the Sectors menu header. If multiple Drilldowns were built, the Sectors page will display both Sector Name and Sector drop-downs. Once an existing Sector is selected from the drop-down(s), Departments or other values can be 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.

Add and Define a Sector

(Multiple Drilldowns) Select a Sector Name from the provided drop-down before proceeding.

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 [Clear].

Copy Sector

To create a new Sector, containing the same values as an existing one, make the existing Sector 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 Name

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

(Multiple Drilldowns) If you created a custom Drilldown, with Sectors, return to Reporting Levels > Drilldowns to edit the Sector Name.

Delete Sector

Select the Sector from the upper 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

The external file should include Sectors and included Departments or other values.

(Multiple Drilldowns) Each Sector Name will require a separate table, spreadsheet, or text file, containing corresponding Sector units and values.

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 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 Import 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)