IF ELSE statement for different hierarchy levels

Hi team! I have a question about using IF ELSE statements for different levels of hierarchy. I have hierarchy on level 2 (L2) and level 3 (L3). I also have line items which are calculated for L2 and L3 respectively. I need to create a line item on L3 which goes IF *Item from L3* THEN Line item for L3 ELSE Line item for L2.

I managed to do the boolean which shows me if the item is from L3 but I can't manage to create IF ELSE statement due to Level mismatch error.

Is there a workaround which can help me to solve this problem?

Accepted answers

MarkWarren

To reference an item at a higher level, in this case at L2 you need a line item for the parent of L3 so you can do a LOOKUP.
Something like:
IF isL3 THEN 'L3 reference' ELSE 'L2 reference'[LOOKUP: 'L3 Parent']

All comments

ChrisAHeathcote

@NikolayStarostin

What you are asking for is not possible as the L2 and L3 are different lists and the line item can only be formatted to a single list.

You will need two IF THEN ELSE line items; one for each outcomes formatted to the respective list.

abhay.kanik

@NikolayStarostin

I suggest to keep the format of line item as text and create a separate line item which will be L3 formatted and use finditem from the text to determine the list item.

Thanks

Abhay

MarkWarren

NikolaiStarostin

@MarkWarren, Thanks a lot! This is something I ended up doing. It's not a perfect solution, but will work for my case

DaanishSoomar

Hi @NikolayStarostin,

Another approach may be using different logic for each level of the hierarchy. There is a bit of a setup process required to deploy this concept...however, I will link an article that explains it a lot better than I could.

https://community.anaplan.com/t5/Best-Practices/Calculating-Levels-in-a-Hierarchy-for-Dashboard-Filtering/ta-p/33567

Let me know if you have any questions. I recently used this myself for a use case.

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