Hello,

We're currently working with an Excel-based Consolidation structure that includes lines like "All Divisions less Retail" or "All Expenses less Donations and Recharges".

Our goal is to build dynamic reports that allow users to expand a line item (e.g., Expenses) and see the breakdown-excluding Recharges.

At the moment, we have three separate lines:

• All Expenses
• Recharges
• Expenses less Recharges

This setup is causing confusion for end users. When they expand the "All Expenses" line, they still see Recharges, which contradicts the "Expenses less Recharges" line and creates a messy, unintuitive experience.

We're exploring better ways to handle exclusions within the hierarchy. Ideally, we'd like a structure where exclusions are respected dynamically-so expanding a node like "Expenses" would automatically exclude Recharges if that's the intended view.

Has anyone dealt with similar challenges in their reporting hierarchies? Any advice, best practices, or alternative approaches would be greatly appreciated.

This has been an ongoing issue for us, and we're keen to find a cleaner solution.

Regards

Andrea

Hello,

We're currently working with an Excel-based Consolidation structure that includes lines like "All Divisions less Retail" or "All Expenses less Donations and Recharges".

Our goal is to build dynamic reports that allow users to expand a line item (e.g., Expenses) and see the breakdown-excluding Recharges.

At the moment, we have three separate lines:

• All Expenses
• Recharges
• Expenses less Recharges

This setup is causing confusion for end users. When they expand the "All Expenses" line, they still see Recharges, which contradicts the "Expenses less Recharges" line and creates a messy, unintuitive experience.

We're exploring better ways to handle exclusions within the hierarchy. Ideally, we'd like a structure where exclusions are respected dynamically-so expanding a node like "Expenses" would automatically exclude Recharges if that's the intended view.

Has anyone dealt with similar challenges in their reporting hierarchies? Any advice, best practices, or alternative approaches would be greatly appreciated.

This has been an ongoing issue for us, and we're keen to find a cleaner solution.

Regards

Andrea

Change the order. Put 'Recharges' under the 'Expenses less Recharges' parent.

Hello,

We're currently working with an Excel-based Consolidation structure that includes lines like "All Divisions less Retail" or "All Expenses less Donations and Recharges".

Our goal is to build dynamic reports that allow users to expand a line item (e.g., Expenses) and see the breakdown-excluding Recharges.

At the moment, we have three separate lines:

• All Expenses
• Recharges
• Expenses less Recharges

This setup is causing confusion for end users. When they expand the "All Expenses" line, they still see Recharges, which contradicts the "Expenses less Recharges" line and creates a messy, unintuitive experience.

We're exploring better ways to handle exclusions within the hierarchy. Ideally, we'd like a structure where exclusions are respected dynamically-so expanding a node like "Expenses" would automatically exclude Recharges if that's the intended view.

Has anyone dealt with similar challenges in their reporting hierarchies? Any advice, best practices, or alternative approaches would be greatly appreciated.

This has been an ongoing issue for us, and we're keen to find a cleaner solution.

Regards

Andrea

• Total Division Marketing
• Recharges
• Total Marketing less Recharges

If you create a dynamic report on Division Marketing and expand the Total Division include the recharges so it is confusing......

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Change the order. Put 'Recharges' under the 'Expenses less Recharges' parent.

Hello,

We're currently working with an Excel-based Consolidation structure that includes lines like "All Divisions less Retail" or "All Expenses less Donations and Recharges".

Our goal is to build dynamic reports that allow users to expand a line item (e.g., Expenses) and see the breakdown-excluding Recharges.

At the moment, we have three separate lines:

• All Expenses
• Recharges
• Expenses less Recharges

This setup is causing confusion for end users. When they expand the "All Expenses" line, they still see Recharges, which contradicts the "Expenses less Recharges" line and creates a messy, unintuitive experience.

We're exploring better ways to handle exclusions within the hierarchy. Ideally, we'd like a structure where exclusions are respected dynamically-so expanding a node like "Expenses" would automatically exclude Recharges if that's the intended view.

Has anyone dealt with similar challenges in their reporting hierarchies? Any advice, best practices, or alternative approaches would be greatly appreciated.

This has been an ongoing issue for us, and we're keen to find a cleaner solution.

Regards

Andrea