BI4Cloud + Xero : Tracking Category Hierarchy

BI4Cloud has implemented a Tracking Code hierarchy for Xero.

Levels are determined  by analysing the tracking code for  ':' or a ' - ' separator and these 
treat the Left Side of the separator as the parent of the Right side. 

Up to 4 levels of hierarchy are supported.

Example 1
  Events - Events General
  Events - Golf Day

Become Levels -

Level 1                                 Events
                                           /          \
Level2           Events General        Golf Day


Example 2

Fundraising & Marketing:Grants:Project 360
Fundraising & Marketing:Grants:Volunteers Grant
Fundraising & Marketing:Relationship

Becomes -

Level 1                           Fundraising & Marketing
                                        /                                    \
Level 2                    Grants                                  Relationship
                                /        \
Level3        Project 360   Volunteers Grant

This implements in the report Dimensions as a Named Level for each detected level. Note the Jobs dimensions are simply tracking codes named Jobs



The level hierarchy provides a much condensed report output 

Screen_Shot_2021-06-28_at_10.00.05_am.png

See also Xero : Tracking Category for Reporting and Budgets

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