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Aggregation structures

What aggregation structures are

Tagetik dimension elements may be grouped in different ways, by defining different aggregation structures.

In Tagetik, there are different types of aggregation structures:

  • Hierarchies
  • Groupings
  • Control groups
  • Financial statement templates

IMPORTANT: hierarchies and Groupings have a tree format: the dimension elements are the leaves and the intermediate aggregation elements are the nodes.

IMPORTANT: hierarchies relate elements in hierarchical order by creating rigid parent-child relationships, where a child may only be related to one parent. Groupings, on the other hand, create more versatile parent-child relationships, where the same child may be related to several parents.

What aggregation structures are used for

Aggregation structures have different functions:

  • They define grouping logics in order to create useful reports. For example, it is possible to create a report by selecting a node, thereby obtaining the data for all the companies related to that node.
  • To quickly select a set of elements from a given dimension. By selecting a node, all the related elements are automatically selected.
  • To define rules in a dynamic way. All the rules using a node are automatically updated whenever the node aggregation structure is modified.

IMPORTANT: the data are not saved on the aggregation structure nodes, but on the dimension elements. To save data on a node, it is necessary to create a dummy element inside it where the data can be saved.