How to get an attribute to show at all planning levels to use filter
We have three planning levels and want to be able to filter based upon an attribute of one to show all three.
L1 - Client
L2 - Department
L3 - Product
The attribute we want to filter by is Territory, which is determined based upon the L2 Department Level.
I think that this is a dimensionality issue and there is not a solution, however wanted to see if someone else has encountered as similar situation and created a resolution.
Client Department Product Territory
ABC Corp Central, West
Client/Department/Product would be using the L3 List. A client can have multiple departments so is not limited to a single Territory, a Department can have multiple Products, but Products gets the Territory from the Department. We cannot use the Summary method of First or Last due to Clients can have multiple Departments - it would result in missing at least half of the instances depending on which is chosen (more if a client had activity in more than two Departments with different Territories).
We have managed to use x[TEXTLIST:y] to get the values from L3 Product to accumulate at L1 Client. However cannot get the L2 Department to have a value, nor have a single line item that would have these values for all three planning Levels, so that a user could filter on that single line item.
In this example - the user would filter Territory by Central and be able to see ABC Corp, Dept1 and Prod1 that had Central.