Hierarchy Filters

riyazpasha

Hi,

I have a requirement where in if user selects a Boolean(Show Ending Balances) then it should show only ending balances (which is a top level for L1 description types of

 

list) along with Ending Balance line item. Currently I have built the logic but when I apply the summary as formulas it throws an error. But previously it was working fine with L1 description types 

 

I have two-line items Amount and Ending Balances. When show Ending Balances Boolean is unchecked it will show the Amount and when the Ending Balances Boolean is checked it will show ending Balances and line item will be Ending Balances. 

 

When the boolean(Show Ending Balance) is unchecked I don't want to see the Ending Balance just only the child items

When it's checked notice how the page selector changes and it shows only the top level which is Ending Balance

Yogitaa

Hi @riyazpasha Have you tried maintaining Levels line item. You can start with a technical value say 1 and then for each level use ratio summary method and apply the same list as level number to it. This way you will be assigning 1,2,3.. for L1,L2,L3...so on. For the last level you have to make sure the summary method is min instead of Ratio. Try this and then create a boolean line item which checks data as per level value and let me know if this works.

Yogitaa

Please refer this link for example reference. https://community.anaplan.com/discussion/33567/calculating-levels-in-a-hierarchy-for-dashboard-filtering