How I Built It: Flagging hierarchy list levels


Author: Timothy Peterson is a Certified Master Anaplanner and Senior Delivery Associate at Spaulding Ridge.

Greetings Anaplan Community!

Hello and thank you for checking out my ‘How I Built It’ tutorial. In this video, I will showcase how you can leverage ratio and formula summary methods to flag different hierarchy list levels.

I will demonstrate examples of how flagging hierarchy list levels can be used to improve the user experience on UX pages and provide a detailed walkthrough of how the examples are set up in the back-end model.

There are many uses for being able to identify and flag individual hierarchy levels. The three examples I will cover are:

  1. Applying conditional formatting to highlight specific levels of a hierarchy list.
  2. Easily applying alternate aggregation methods to the top level of a hierarchy list.
  3. Allowing users to quickly and easily show or hide different levels of a hierarchy list.

Check it out and let me know if you have questions!


View all 'How I Built It' tutorials here.