Merchandise Hierarchy Dataset Template

This template combines fields from the Transaction and Transaction Line record types to list all transactions entered during a specific time period. It forms the source data for the Merchandise Hierarchy Workbook Template.

Dataset Configuration

The Merchandise Hierarchy dataset combines fields from one record type, multiple custom formulas and criteria filters. To edit the dataset, see Defining a Dataset.

Root Record Type	Joined Record Type	Custom Formula Field	Data Grid	Criteria Filters
Sales (Invoiced)	Transaction Line Item	(none)	The following fields are included in the dataset. Custom hierarchy fields Date Item Net Sales Amount Net Sales Quantity On Hand Quantity	The following criteria is used to filter the dataset: Date between the start date and end date of the active hierarchy version

Root Record Type

Joined Record Type

Custom Formula Field

Data Grid

Criteria Filters

Sales (Invoiced)

Transaction Line

Item

(none)

The following fields are included in the dataset.

Custom hierarchy fields
Date
Item
Net Sales Amount
Net Sales Quantity
On Hand Quantity

The following criteria is used to filter the dataset:

Date between the start date and end date of the active hierarchy version

General Notices