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Hi everyone,

 

I work for a global org active in about 80 countries. For orgs who work in a lot of countries and want to report at a global, country, regional level, how do you set up your organization fact sheets? Any ideas on the best ways to do this? 

Thanks!

Hi @kalebberha 

We just discussed this exact topic in last week‘s global LeanIX Customer Community Meeting. If you like, I can give you a recap (I presented that part), show you the model that we used, and invite you to the next presentations.


@Thomas Schreiner Thanks Thomas! A recap would be great. 


Hi @Thomas Schreiner 

I have similar request, could you please share material with me as well?

Many thanks!


Hi @Thomas Schreiner - I would also like access to this material please? Thank you in advance.


@Shane / @luro Can you please send me your e-mail address via direct message? I will forward the material and add you to the invitation list for the next events. Thanks.


Hi @Thomas Schreiner - I would also like access to this material please? Thank you in advance!


Hello ​@Thomas Schreiner. We are currently in the exact same situation. I wonder if it is possible to gain access as well. Thank you. 


@Thomas Schreiner would it also be possible to share the content with me please? Thank you in advance!


Hello ​@Thomas Schreiner I have a similar request, could you please also share the material with me?

Many thanks in advance!


I would also be interested in details on your approach. For what it’s worth we had the same challenge and eventually decided to create another Fact Type for Location. Within this I have subtypes of Region, Country and Site with a self referencing one to many relationship between them. I have a few conditional fields on these subtypes, for example Sites have a Site Type (Plant, Warehouse, Office etc) and the Country has a Country Code.

Separating out the geographic structure into a separate dimension (Fact Type) has allowed us to focus the organization type on our company structure with subtypes of Legal Entity, Business Unit and Functional Team (or department).

We have added the new location fact type as relationships to other fact types such as Application and Initiative. So we are now able to identify that an application is enabling Finance / Payables and Receivables Management (Business Capability) for the Legal Entity / Corporate / Finance (Organization) in China (Location). It also allows matrix reports between Organization and Location hierarchies which would not be possible if the geographic structure was simply a subtype of Organization.


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