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Hierarchies in Baan

What is Hierarchies

 

Typically in any business, the data has definite parent child hierarchical relationship among them. It could be more than 1 level. It's interesting for key users to study and know the transactional information and aggregations across the complete hierarchy. Users may like to know the aggregations at higher level and if required he/she may get into the details at the subsequent level also. This is true of historical information as well as planning information.  This facilitates classic Management by Exception.

However these hierarchies are structured according to the transactional ERP structures and not always best suited for analytical purpose. So there is a need for structure wherein users can create hierarchies from Baan database and manipulate the same. These structures have to be capable of catering to multi-dimensional analyses.

ERPJewels provides a framework wherein hierarchies can be easily created in Baan, easily manipulated in Baan and presented in Excel Pivot Table report in user-friendly manner.

Types of Hierarchies

It is worthwhile to have an overview of normally required hierarchies in any business. Typically in any business there are 4 kinds of hierarchies. This is more a technical classification then functional one.

  1. Time Hierarchies - As per Microsoft Survey world wide, majority of the analyses includes time dimension (Year/Month/Quarter etc). So time is always a special dimension without database structure. Any Baan transaction table has a date field from which user can have any analyses any kind of time hierarchy combination. Allowed elements in any hierarchy combination are Year, Half Year, Quarter, Month, Fortnight, Week, Day. This helps users understand and study any data over time in user friendly manner. There is no separate program for understanding and storing these hierarchies separately. Analysis runtime logic is sufficient enough to take care of it.
  2. Parent – Child hierarchies on a single table– This is typical hierarchy wherein the some Baan table has a child field and parent field. On a holistic view one can realize there is complete multi-level hierarchy within same table. Examples of such hierarchy are tfgld008, tfgld010, tccom010, tccom020 etc. For more technical information on this, please see this.
  3. Expressions Hierarchy on a single table- Many a Baan tables provide fantastic relationship between it’s data structure which can have excellent hierarchy. By way of special relationship among data or some typical data coding pattern, an excellent hierarchy can be constructed. e.g. Users can create very good time hierarchy ( Year , Half Year , Quarter ,  Month , Week etc) from Baan tables like tfgld005 , tirou400 , tihra300 which have non-date time period indicators within it. Further with substrings, string concatenations and reference table joins any hierarchy which could be interesting and exciting to user can be created. An interesting table for such a hierarchy could be item master table. For more technical information on this, please see this.
  4. Multi table hierarchies with parent child relationship among them. These kind of hierarchies use the parent reference to other tables for creating and generating the hierarchies. These are not created yet because of lack of good example of it.

Hierarchies Technical Information

Levels - In ERPJewels maximum of six hierarchy levels are allowed. The higher the level of hierarchy, the higher the summary value.  So the key users wish to view the summaries at higher levels of hierarchy and expand the summary at lower levels if required and desired. E.g level 1 is the highest level and level 6 is the lowest level. Total 6 hierarchy levels are allowed.

Program – There are 3 kinds of program related to hierarchies.

1.      To generate hierarchies from Baan Database

2.      To maintain hierarchies

3.      To link hierarchies to analysis.

Generations – 2 types of hierarchies can be generated in ERPJewels.

1.      Parent Child relationship resident in Baan Table itself

2.      Special type of hierarchies using expressions on Baan table fields.

Expression Hierarchies

Expressions hierarchies are such hierarchies which uses Baan expressions and referential information to generate the hierarchies. Please see expressions hierarchies for more information.

Parent Child Hierarchies

Parent child hierarchies are such hierarchies which uses parent-child relationships in-built in the Baan table structures e.g. tfgld008 (ledger accounts ) , tfgld010 (dimensions ) etc. Please see Parent Child hierarchies for more information.

How Do we Check the Generated Hierarchies

The hierarchy maintenance program allows user to create and view hierarchies’ .Please see maintenance of hierarchies to for more information.

How do we use the Hierarchies in ERPJewels

Please see hierarchy usage in ERPJewels for more information.

Examples of the tables in Baan with good Hierarchies Potential

There are quite many tables which have excellent hierarchy potential in an analysis. Examples of such tables are.

*      Tirou400

*      Tihra300

*      Tfgld005

*      Tiitm001

*      Tfgld008

*      Tfgld010

*      Tccom010

*      Tccom020



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