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:
- Applying conditional formatting to highlight specific levels of a hierarchy list.
- Easily applying alternate aggregation methods to the top level of a hierarchy list.
- 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!
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Comments
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Thanks for this informative tutorial. It is similar to an earlier post which uses the same concept of grouping.
Thanks @damien.bouquier and @TimPeterson for introducing this new concept to us.
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This was great, thank you @TimPeterson! I appreciated the quick explainer on how the Ratio summary value works. I've seen it in models I inherited from predecessors, but had accepted it on faith as one of those things that just worked. 😅 Seeing the use cases was also very helpful.
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This was great and perfect for something I'm looking to build. Thanks for posting!
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Wow, this was enlightening! I now realize how helpful this information could have been earlier, especially in dealing with a case involving Time Hierarchy values and CF displays.
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Thanks this was very helpful and concise.
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Thank you, this saved me few hours today
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This is such a valuable tool to keep in the toolbox. I have used this many times. Here's a screenshot of my setup.
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