Manual Item Alignment

To perform manual item alignment in Reporting and Analytics, click the side navigation menu, click Configuration, click Warehouse Admin, click Alignment, and then click the type of database item. If the organization is configured to match family group or major group, you must perform alignment in the order of family group, major group, and then menu items.

I want to Then do

Filter the list of master items.

Click Options.

Align an item.

  1. Click the master item from the Master Items list.

  2. Click the unaligned item from the Unaligned Items tab, and then click Align.

Change the alignment of an item.

  1. Click the master item from the Master Items list.

  2. Click the item from the Aligned Items tab, and then click Transfer.

  3. In the Select destination master item window, click the destination master item, and then click OK.

Designate an aligned item as an alias.

If the alignment rule allows menu item aliasing:
  1. Click the master item from the Master Items list.

  2. Click the item from the Aligned Items tab, and then click Alias.

Unalign an item.

  1. Click the master item from the Master Items list.

  2. Click the item from the Aligned Items tab and then click Unalign.

Merge master items.

  1. Click the master items from the Master Items list and then click Merge.

  2. In the Select master item dialog box, click the master item you want to keep, and then click OK.

Designate an unaligned item as a master item.

  1. Click an item from the Unaligned Items tab and then click Create Master.

  2. Fill out the Create Master form and then click OK.

Configure alignment rules.

  1. Click Modify Rules.

  2. Fill out the form and then click Create.

Run the alignment process immediately.

Click Run Alignment.