Hierarchy Filtering Logic

Ivan_Lo_

Hi,

 

I have a composite list hierarchy as below:

 

Department L1

            Product L2

                        Project L3

 

 

In a properties module, using this hierarchy.

 

I got a Boolean line item named “Project?”. I can set up a formula to populate “Project?” as true at Project L3 Level.

 

Let say I have a line item named “Product?”. Is there any way that I can populate “Product?” as true at Product L2 level only?

 

In this case, I can reuse a reporting module which use this hierarchy to show at either Product L2 level or Project L3 level by utilising these “Product?” and “Project?” Boolean. At the same time, I don’t need to sacrify the hierarchy filter functionality in UX.

 

Thanks.

ManjunathKN

Hi @Ivan_Lo_ 

 

Let me know if below solution works for you.

 

Module Gird view:

Module BP View: 

 

Dashboard with hierarchy filter.

 

Department module(1st grid in DB):

 

Thanks,
Manjunath

 

 

 

ManjunathKN

@Ivan_Lo_ 

 

Level 2 summary is Level 1/constant

Level 3 summary is Level 2/constant

Thanks,
Manjunath

Ivan_Lo_

Hi @ManjunathKN ,

 

I can see your "Level 2", "Level 3" line item with summary setting set to "Ratio".

May I know the ratio calculation?

I try to replicate your solution, but not sure what to set for the ratio.

Thanks,

Ivan