Reporting Tree

Combined with Excel Add-In, the Reporting Tree allows you to quickly and easily generate several Reports based on specific Nodes, all gathered in one place.

Prerequisites

To use the Reporting Tree:

Important

Make sure to use an Excel file where a Data Extraction (refer to Data Extraction) is set up and a Formula (refer to Formula) is defined.

  1. In the Excel file, click on Reporting Tree in the menu options to select the Reporting Tree from which to retrieve the Node. If you are not logged in (refer to Login to Nectari Excel Add-in ) a pop-up window will appear so that you may do so.

  2. Click on OK.
Important

Only one Reporting Tree can be used per Workbook.

  1. Select the cell in the sheet to be used as Reference and click on Reporting Tree Node Selector in the menu options.

  2. Select the Node from the Reporting Tree you want to retrieve the data. Here, we select the C4 cell and add a description in the B4 cell.

  3. Click on OK.
Note

The Reference Cell is the cell that contains the data specific to the Nodes existing in the Reporting Tree. It allows you to generate data dynamically when using a Formula or Pivot Tables, or performing a Data Extraction.

Formulas

To create a Formula, select the cell you want to define a Formula for and follow the procedure described in Formula.

Refer to Nectari Formula Drill Down to use the Reporting Tree as a Filter to perform drill down.

Data Extraction

To perform a Data Extraction using the Reporting Tree, refer to Data Extraction.

Important

Please note that refreshing data for the Data Extraction feature can only be done manually by clicking on Data Extraction Refresh.

Pivot Table

To create a Pivot Table using the Reporting Tree, refer to Nectari Pivot Table.

Important

Please note that refreshing data for the Pivot Tables feature can only be done manually by clicking on Pivot Table Refresh.

Open View and Data Entry

For these two features, the Reporting Tree will not be taken into consideration if the Formula is using the Reporting Tree Node as a Filter.

Clear Cache

To clear the cache of Excel Add-In using the Reporting Tree, refer to Clear Nectari Cache.

Reporting Tree Duplicator

The Reporting Tree Duplicator feature allows you to replicate the Reporting Tree structure by taking into account only the Nodes for which you had checked the Distributable checkbox (refer to Reporting Tree).

  1. In the Worksheet, select the Reference Cell (refer to Prerequisites) and click on Reporting Tree Duplicator in the menu options.
  2. In the Reporting Tree Node Cell field, the position of the Reference Cell should be filled in. If not, select the cell.

  3. For the Duplicate By option, choose between Tab or Row.

If you choose Tab:

  • One sheet per Node (the one with the Distributable checkbox ticked) will be created.
  • The tab name will be the one you defined in the Administration screen of the Reporting Tree for these specific Nodes.
  • The Description will change in the cell selected on each sheet as well as the ID of the Reporting Tree Node.
  • The Formula that refers to the Reporting Tree Node will automatically be refreshed.
Note

This action can take some time as all tabs need to be generated and all the Formulas will be refreshed at the same time.

Example

Here, we chose Duplicate by tab. As North America was the selected Node, Excel Add-In automatically add its children (NA10 and NA20).

If you choose Row, the row will get repeated for each Node as well as the Formulas.

Example

Here, we chose Duplicate by row. By default, all Nodes inside the Reporting Tree will be generated.

  1. Click on OK to finish.