Total Count for number of items based on parent and type

I am having an accounts lists (A1,A2...A5,B1,B2...B5) with Parent(Accounts) as A,B and parent(parent(Accounts)) as X. Type of accounts are Type A, Type B.

If user(A,B,X) selects an account then the number of accounts under the particular user with same type should be display in target.

For example, if User A selects an Account A1 then the target should display as 3 because the number of accounts(A1,A2...A5) under User A having same type(Type A) are 3.

If User X selects an Account A2 then the target should display as 6 because the number of accounts(A1,A2..A5,B1,B2..B5) under User X having same type(Type A) are 6.

Please find below ex

		Accounts	Parent(Parent(Accounts))	Parent (Accounts)	Who is working(Formulatted,User)	Select	Count	Type	Target
X
	A
		A1	X	A	A	TRUE	1	Type A	3
		A2	X	A	X	TRUE	1	Type A	6
		A3	X	A			1	Type A
		A4	X	A			1	Type B
		A5	X	A			1	Type B

	B
		B1	X	B	B	TRUE	1	Type A	3
		B2	X	B	X	TRUE	1	Type A	6
		B3	X	B			1	Type A
		B4	X	B			1	Type B
		B5	X	B			1	Type B

Regards

Shirisha.

Accepted answers

mburdak

Hi @1635834

I have designed the following solution as per my understanding.

First we have the Account Details module:

And we have the Access Control Module:

From this we can find out which user has access to which account:

Now we can sum these to get number of account at Account Type level for each user:

And finally we can bring these back to account level as per their type:

This final module can be published as a KPI, and when 'User 1' and 'A1' is selected in the context selectors, it will show that User 1 has access to 3 accounts which are of the same type as account 'A1'.

Hope this helps.

Regards,

Mandeep Burdak

All comments

mburdak

HI @1635834

By 'User', do you mean to imply the Users List?

Also, how is the user access to the accounts defined.

Regards,

Mandeep Burdak.

1635834

@mburdak

The associated module is not having Users list as dimension and users is not default it is custom users list in our model.

Selective access is enabled for parent level of accounts(X,A,B from the provided example). There is a module with User list(custom) are mapped with Parent list items.

Regards

Shirisha.

mburdak

Hi @1635834

I have designed the following solution as per my understanding.

First we have the Account Details module:

And we have the Access Control Module:

From this we can find out which user has access to which account:

Now we can sum these to get number of account at Account Type level for each user:

And finally we can bring these back to account level as per their type:

Hope this helps.

Regards,

Mandeep Burdak

1635834

@mburdak

I am facing one issue here. As per below solution I am getting the number of accounts which are under the particular user and Type. But I need another combination as well i.e., Category.

So in the 4th step i.e., Account Type Count module in your example, I will be including another dimension i.e., Category as well. I have enhanced the logic as [sum:Category] and the logic and everything is working fine but due to 3 dimensions in the module it is occupying lot of space and performance is decreasing.

So, do you have any other way to implement this.

Regards

Shirisha.

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