This function is used to define the dimension pyramids for each dimension type.

It is possible to entirely define the pyramid structure from this function (including the link with the basic dimensions).

In the Analytical dimensions management function, set up the link between the pyramid and the basic allocation dimensions.
The pyramid can be built from the graphical representation function.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

Pyramid structure

For each dimension type, as many dimension pyramids as required may be defined.

Use example:

Let us consider an analytical dimension type representing the geographic sectors of the company's agencies (Paris, Marseilles, Barcelona, Madrid etc.):

Instance of a pyramid by geographical sector:

Level 10 - World

Level 20 - Continent

Level 30 - Country

Elementary dimensions

 World

 

 

 

 

 Europe

 

 

 

 

 France

Paris 2nd arrondissement
Paris 8th arrondissement
Marseille

 

 

 Spain

Madrid

 

 

 Germany

Berlin

 

 Other

 

 

 

 

 United States

New York

Santa Barbara

 

 

 Australia

Sydney
  • Level 10: the most global level concerns the "'All sectors considered" activity.
  • Level 20: the "World" group is comprised of the "Europe" and "Others" groups.
  • Level 30: The "Europe" and "Others" groups are themselves made up of countries.
  • "Virtual" Level 99: this level is comprised of elementary dimensions.

Each group is defined by the list of the sub-groups belonging to it, and/or possibly of the elementary dimensions that are directly attached to it.

SEEWARNING If a given level of the pyramid is not comprehensive, the reports obtained for this level are only partial.
This type of analysis is used to detail certain branches of the analysis.
Example: if the "Tokyo" dimension is directly attached to the "Others" group, the reports of the country level will not take Tokyo's contribution into consideration.

When it is not mandatory to enter the allocation of a dimension type, the groupings do not take into account the dimension corresponding to the missing dimension. This configuration corresponds to a voluntary choice by the user to exclude certain operations from the scope of analysis.

Block number 1

Pyramid (field VPYM)

It is a title field.

Analytical dimension type (field VDIE)

This field indicates the analytical dimension type concerned.

This field is used to enter or select any dimension view set up in the database.
Group (field VGRU)

This field is used to indicate the code assigned to the group of analytical dimensions.
A group can be composed of sub-groups and/or analytical dimensions.
It belongs to an analytical pyramid.

field VDESTRA

It is a title field.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

  • Click Translation from the Actions icon in the corresponding field.
  • In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

SEEINFO The connection language must be defined as a default language for thefolder.
Short description (field VSHOTRA)

It is a title field.

The short description replaces the standard description when display or print constraints require it.
Parent group (field VPERE)

This field reuses the code assigned to the parent group from which comes the group of analytical dimensions selected.

field VPDES

It is a title field of the parent group.

Position

Definition level (field VLEV)

This level MUST be less than 99, level 99 being reserved by convention to the analytical dimensions.
If the group is included in another group for the pyramid, the level MUST be greater than that of the group in which it is included.
If the group contains sub-groups, the level must be strictly less than that of the sub-groups.

Print row (field VPRNROW)

The printing rank is used to sort the groups belonging to the same level.

The printing rank makes it possible to sort out the dimension groups in reports in an order different from the default alphabetical order.
Unlike the regrouping level, the printing rank cannot be identical for two dimension groups.

Identification

Reports

By default, the following reports are associated with this function :

  LISSEC : List of dimensions

This can be changed using a different setup.

Specific Buttons

Pyramids

This button makes it possible to explore the different analytical dimension pyramids recorded.
A new pyramid is selected in a grid listing the pyramids of analytical dimensions available.
The information of the selected pyramid is then displayed in the initial screen.

This function is used to create a new pyramid based on an existing pyramid.

SEEINFO This function is inhibited within the framework of operating budgets (dimensions coming from entities or envelopes) for the dimension groups.

Functions / Auto generation

This function is used to automatically generate a pyramid for a given chart of accounts. For each level of the pyramid, the length of the groups of accounts will be specified.

SEEINFO  This function is inhibited within the framework of operating budgets (dimensions coming from entities or envelopes) for the dimension groups.

Block number 1

Code of the pyramid to be generated. It has probably already been created.
This code will be used at a later time in all records.

This field recalls the chart of accounts on which the account or the pyramid (general, analytical, both) will be created or to which they will be attached.

Grid Details

  • Pyramid level (field NIVEAU)

The numerical value entered in the various available fields makes it possible to establish a hierarchy of groups present in the pyramid.

  • Account length (field LENLEV)

The numerical value entered in the various available fields is used to indicate the number of character(s) for each level of the pyramid.
For instance, if the number entered is 4 for the level 40, the length of the groups is of four characters.

Block number 3

  • Use wild-cards (field JOK)

When checked, this box is used to include any new account or dimension to the defined group.
This link is made by entering:

  • a screen,
  • a direct account number.

Example:
Let us consider a pyramid to be created for the SOC chart, grouping accounts 101 001, 101 002 and 101 003 :
1. box checked: the system uses wildcards and includes automatically any account of type 1010* (according to the screen entered). An account of type 101 004, corresponding to the screen, is thus included in the group.
2. box not checked: the system does not use wildcards. It includes only the existing accounts 101 001, 101 002 and 101 003. An account of type 101 004 is not automatically linked to the group.
  • Homogeneous levels (field HOM)

When checked, this box is used to plan the insertion of groups on a same level when they have different length so that each branch of the generated pyramid has the same number of levels.

This function is used to check the analytical dimension groups.
The system summarizes in a grid the various levels of the pyramid associated with the group.

Limits

  • The number of sub-groups (in the Sub-group grid) is limited to 100.
  • The number of dimensions (in the Dimensions grid) is limited to 100.

Error messages

In addition to the generic error messages, the following messages can appear during the entry :

Dimension group XXX: Record does not exist

The dimension group was not created for the selected pyramid and analytical dimension type.

## level group

The entered sub-group must be at a definition level strictly greater than that of the dimension group.

Code already entered on line ##

The entered sub-group has already been entered on line ##.

Code already entered on line ##

The entered dimension has already been entered on line #.

XXX: ## level group

At least one of the sub-groups in the dimension group is at a definition level lower than or equal to the entered definition level.

Tables used

SEEREFERTTO Refer to documentation Implementation