MIN Function Help
Hi, I'm trying to get the MIN for Customer Tier based on the parent customer of the chain. Any help to understand what I'm doing wrong here?
I'm trying to get the specific line items to adopt the MIN, not just the parent. I.e. if the MIN is 2, I want all the child stores to equal 2. Thus in the example below, all stores under Parent Store 1 should = 1 and all stores under Parent Store 2 should = 3
Answers
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do you have a code that goes along with the Tiers? If so, bring that in, change it to a number, and for the summary, select MIN. With that, there will be no need for the MIN aggregation function.
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Thanks Rob. No, the tiers come through as a text which I use a List for. Then I convert the List to a number in the "Customer Tier #" field. Then I try to do the MIN based on that "Customer Tier #" grouped by "Parent", which is also a list. I'm trying to aggregate at the Parent level
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Sorry, one other thing is that I'm trying to get the specific line items to adopt the MIN, not just the parent. I.e. if the MIN is 2, I want all the child stores to equal 2
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Thanks Rob. I replicated your logic and I almost have it right. However, chains are reverting to 0, even though there are no zeros. Any idea?
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On the Parent line item, take the summary off (set it to None) and make sure Parent is a list formatted line item as I have in my above pictures.
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I kept getting the issue where it wasn't recognizing the right amount and it's because my list (which I hid most off for confidentiality) has an unbalanced hierarchy. Working with a consultant to build automation to force the right levels
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Ahh, ragged vs. balanced hierarchies. Just to let you know, 99% of the lists should be balanced, really only Chart of Accounts (GL) should be ragged as you almost never need to enter data at a parent level in a Chart of Account list. James mentioned this in the article as well.
As for building out a balanced hierarchy with just the member and parent defined, check out this discussion.
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