Multiple Reporting Tree Selections

I am trying to create a departmental report with a selection option for division.

GL Structure is Main-Div-Dept

Client would like a drop down to select the Division and the columns would be the departments

Option 1:  Have a tree with each division/department and use a vlookup to return the correct reporting tree unit for each column.
Option 2:  Have a formula to replace the division in the GL definition.

Is there an easier way to be able to have a dual selection?

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  • 0 in reply to Sandra Smith

    Thanks, Sandra.  I know how to create the dropdown list.  My question is how to use the drop down list to affect the division being selected.  Each column (department) is using a reporting tree based on the department.  But I also need to specify the reporting tree based on the division selected.  I can't have two reporting trees in one formula, can i?

    In my example above, if I select division 01 (Irvine) I need all the GL accounts for my Irvine division for my specified department.
    If I choose division 02 - my GL account would need to change to 76000-02.

  • 0 in reply to Debbi_S

    Oh, sorry, I didn't finish through the question. If I understand correctly what you need is the data validation list above that includes all your trees but taking it further by including a VLOOKUP formula.  This video i includes how to do that.  It demonstrates how you can drag each of your tree segments into a separate list, name them, add them as the validation drop down then use VLOOKUP that will work with your Report Trees field within the Sage Intelligence formula. Here is the video:  Take Advantage of Reporting Trees The X-Factor report writer series Start at the point of the video around 9:45.   .  Probably additional helpful info as well. 

  • 0 in reply to Sandra Smith

    I believe that was my option 1 in the original post.  I was hoping for an easier way to do that, but perhaps there is not.  I'll watch the video and thank you for the link!

  • 0 in reply to Debbi_S

    Yes it is but maybe someone else can reply with a better suggestion.  There are many options with Excel! Slight smile