Filter for both List Items & Parent Item on 1 view

Hi team,

I'm trying to create a view whereby I filter on all list items for 1 section & then on the Parent list items in another

1 have 2 lists, being GL & Subsidiary both on rows. My requirements are:

- For the GL List Item GL.Sale I wish all Subsidiary items to display

- For all other GL List items I wish only the Parent item in the Subsidiary list to display (being Asia, or Region L1.Asia')

My thought process was to create a Boolean which would be TRUE on 'Region L1'.Asia but I can't seem to reference it from Subsidiary L2. I can easily reference a Top Level in a list but not a Parent item

I have attached a screenshot of my filter module & highlighted in Yellow the items I wish to display TRUE

Thanks!!

I have created a Excel mock-up of what I would like

Example_111281.PNG

Example2_111281.PNG

Accepted answers

MarkTurkenburg_*56377

Hi @anand.shekhawat

The below post worked for what I was after

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

Thanks

All comments

anand.shekhawat

Hi @MarkTurkenburg

Create the GL, Region L1, Region L2 & Subsidiary L3 hierarchy as shown below

Now create the module using the below shown dimensions and apply the formula as shown in the below screenshot

Your Module view would look like the below screenshot.

Formula written - Sales : ITEM(GL) = GL.Sales , Asia: ITEM(GL) <> GL.Sales

I hope it helps

~Anand

MarkTurkenburg_*56377

Thanks @anand.shekhawat that partially works but not for the solution I require

Effectively I was completing step 1 so that I could filter on the Boolean to only display 'Asia' on 'Non Sales' GL items but when I filter it displays zero rows

Do you have any other ideas?

Thanks for you help

Mark

MarkTurkenburg_*56377

Hi @anand.shekhawat

The below post worked for what I was after

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

Thanks

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