Reporting Tree

The Reporting Tree filters your Excel reports by hierarchy. You select a node, such as a region, department, or business unit, and every formula and data extraction tied to the reference cell updates to show data for that node.

The reference cell is just a regular cell in your sheet that holds the active node value. Your NecAccess formulas and extractions point to it instead of a hardcoded filter. When you pick a different node, the cell updates and everything refreshes with it.

You can also use the Reporting Tree Duplicator to generate one sheet per node in a single operation, one tab per region, department, or business unit, all built from the same report.

Your Excel file must already contain at least one data extraction or formula before configuring a Reporting Tree.

note

Only one reporting tree can be used per Excel file.

When to use a reporting tree

• Filter reports by hierarchy so formulas, data extractions, and pivot tables reflect the selected node automatically.
• Consolidate data across groups such as regions, departments, or business units in a single Excel file.
• Switch filters dynamically without modifying formulas each time.
• Generate reports per entity by duplicating sheets for each node in the tree.

Select a reporting tree

1. In the Add‑ins tab, select Reporting Tree.
2. Log in if prompted.
3. Choose a reporting tree and select Ok.

Define the reference cell

The reference cell stores the active node value in your sheet. Your formulas and extractions must point to this cell for the tree to filter them correctly.

1. Delect the cell that will store the reporting tree node.
2. In the Add‑ins tab, select Reporting Tree Node Selector.
3. Choose a node and select Ok. You can use wildcards to match multiple nodes.

Use of wildcards for filtering

Wildcards apply to text values only. Only one filtering method is supported at a time. Combining patterns such as 4?0* is not valid.

• ? matches exactly one character
• * matches one or more characters

Example	What it matches
4000	Matches exactly 4000.
4*	Matches any value starting with 4.
4???	Matches values starting with 4 with exactly four characters.
4???-???-10	Matches values starting with 4, followed by three characters, a dash, three characters, another dash, and ending with 10.

How the reporting tree interacts with Add‑in

Once configured, switching nodes updates your reports without any changes to formulas, extractions, or pivot layouts.

Feature	Behavior
Formulas	Apply the selected node automatically. When the node changes, formulas update to show data for that region, department, or business unit.
Formula Drill Down	Apply the selected node to drill-down results, so only the records relevant to that part of the hierarchy are shown.
Data Extraction	Use the selected node as a dynamic filter. Each time the node changes, the extracted data updates. Refresh manually using the Data Extraction Refresh button.
Pivot Table	Show only the data for the selected node, so you can reuse the same pivot layout across multiple entities. Refresh manually using the Pivot Table Refresh button.
Open View and Data Entry	Do not apply the node automatically. If the underlying formula references the node cell, the view or data entry session reflects it.

Reporting Tree Duplicator

The Reporting Tree Duplicator creates a copy of your sheet for each distributable node in the tree. Each entity gets its own version of the report in a single operation, without duplicating or editing sheets manually.

Prerequisites

Before running the duplicator:

• A Reporting Tree must be configured.
• A reference cell for the Reporting Tree node must be set in the sheet.

Duplicate reports

1. Select the reference 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. If the field is empty, select the cell manually.
4. Choose a duplication method.

Duplication method

Duplicate by tab

Duplicate by tab

Creates one sheet tab per distributable node. Each tab is a full copy of your report, named after the node label and pre-filtered to that node. Use this method when you need a self-contained version of the report for each entity, for example one tab per department or one tab per region.

Each generated tab automatically updates:

• The node reference cell to the corresponding node value.
• The Description and Node ID fields for that node.
• All NecAccess formulas that reference the node cell.

note

Generating many tabs may take time because formulas refresh for each sheet individually.

Duplicate by row

Duplicate by row

Duplicates the row that contains the reporting tree node reference for each node in the tree, all within the same sheet. Use this method when you want a single sheet that lists results for every node at once, for example a summary view across all departments or regions.

For each duplicated row:

• The node reference cell updates to the corresponding node value.
• All formulas in that row adjust automatically to reflect the new reference.
• All nodes in the tree are included by default.

Clear the reporting tree cache

If updates to the reporting tree structure or nodes in SEI are not appearing in Excel, clear the cache to reload the latest data.

1. In the Add-ins tab, select Clear Cache.
2. In the dialog, select Cache Data Model Data.
3. Check the Reporting Tree option.
4. Select Ok.