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Reporting Tree

The Reporting Tree, combined with the Excel Add-in, lets you dynamically filter reports by selecting nodes in a hierarchy—such as regions, departments, or business units. You can generate multiple reports within the same workbook without editing formulas or filters manually.

To use the Reporting Tree, your workbook must already include at least one Data Extraction or Formula.

note

Only one Reporting Tree can be used per workbook.

When to use Reporting Tree​

  • Filtering reports by hierarchy: Filter formulas, data extractions, and pivot tables based on the selected node.
  • Consolidating data across groups: Combine results by region, department, or other entities in one workbook.
  • Applying filters dynamically: Control filters through the tree without modifying formulas.
  • Duplicating reports per entity: Use the Reporting Tree Duplicator to create separate reports for multiple nodes.

Use Reporting Tree in Add-in​

Select the tree​

  1. In the Add‑ins tab, select Reporting Tree.
  2. Log in if prompted.
  3. In the dialog, select the reporting tree and click OK.

Define the reference cell​

  1. In your sheet, select the cell to hold the Reporting Tree node.
  2. In the Add‑ins tab, select Reporting Tree Node Selector.
  3. In the dialog, choose a node and click OK. You can use wildcards in the reference cell.

Use of wildcards for filtering​

Only one filtering method is supported at a time. You cannot combine them like this: 4?0*.

  • ? replaces one character
  • * replaces multiple characters
Wildcard exampleDescription
4000Must match 4000.
4*Must start with 4.
4???Must start with 4 and contain exactly four characters.
4???-???-10Must start with 4, followed by -, any three characters, another -, any three characters, and finish with 10 (total length: 11 characters).

Integration with Add-in Features​

Once configured, the Reporting Tree node dynamically filters your reports. You can easily switch between nodes without changing your formulas.

Formulas​

Any NECAccess formula using the Reporting Tree dimension will automatically applies the selected node. When the node changes, the formulas update to show data for that node (for example, a region, department, or business unit).

This is ideal when you only want to define the formula once and let the tree control the data.

Formula Drill Down​

When you drill down on a formula that uses a Reporting Tree node, the drill-down results apply the selected node automatically. This ensures you see only the detailed data relevant to that part of the hierarchy.

Data Extraction​

If your data extraction includes a Reporting Tree node, the selected node acts as a dynamic filter. Each time you change the node, the extracted data updates to match. This lets you analyze results for different entities without changing the extraction setup.

You must refresh the data manually using the Data Extraction Refresh button.

Pivot Table​

Pivot tables linked to the Reporting Tree node show only the data for the selected node. This makes it easy to reuse the same pivot layout across multiple parts of the hierarchy.

Pivot tables must be refreshed manually using the Pivot Table Refresh button.

Open View and Data Entry​

Open View and Data Entry do not apply the Reporting Tree node automatically. However, if the formula you use already includes the node, the view or data entry session will reflect it.

Reporting Tree Duplicator​

The Reporting Tree Duplicator allows you to create a copy of your worksheet for each Distributable npde in the tree. This makes it easy to generate multiple variations of a report—one for each node (such as a business unit or region)—without manually duplicating and editing each version.

Prerequisite​

Before using the duplicator:

Use the Reporting Tree Duplicator​

  1. Select a refernce cell in the sheet.

  2. In the Add‑ins tab, select Reporting Tree Duplicator.

  3. In the Reporting Tree node cell field, confirm the reference cell. Select a cell if it’s empty.

  4. Choose how you want to duplicate the worksheet:

    Duplicate by tab​

    • Created a separate sheet tab for each Distributable node.
    • Tab names use the node label from the tree.
    • The Description and Node ID update on each sheet.
    • All formulas using the Reporting Tree Node are refresh automatically.
      Note: Generating many tabs can take time, as formulas are refreshed for each sheet.

    Duplicate by row​

    • Duplicates the row containing the Reporting Tree Node for each node.
    • Formulas are duplicated and adjusted automatically.
    • By default, includes all nodes in the tree.

Clear the Reporting Tree cache​

If changes to the Reporting Tree structure or nodes in the Web Server aren’t showing in Excel, clear the cache.

  1. In Excel, go to the Add‑ins tab.
  2. Select Clear Cache.
  3. In the dialog, select Cache Data Model Data.
  4. Check the Reporting Tree option.
  5. Click Ok.