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!

https://play.vidyard.com/Y3hWUFWP2vnoCu2iD6Ws4y

……..

View all 'How I Built It' tutorials here.

Comments

CommunityMember111277

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.

https://community.anaplan.com/discussion/157897/how-i-built-it-replacing-the-group-by-function-of-excel-in-anaplan

dameyer01

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.

charlesvarnell

This was great and perfect for something I'm looking to build. Thanks for posting!

Csta

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.

Monpero

Thanks this was very helpful and concise.

Kudiarasu

Thank you, this saved me few hours today

HollyLute

This is such a valuable tool to keep in the toolbox. I have used this many times. Here's a screenshot of my setup.

Quick Links

Recent release news

August 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our August 2025 official release notes. The information below offers supplemental information to that post. Planning experience Multi-browser tab syncing When changing context or data on a UX page, you can now view real-time data updates across up to five…
July 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our July 2025 official release notes. The information below offers supplemental information to that post. Planning experience External URL navigation button Page builders can configure navigation action buttons to link to external URLs, including non-Anaplan…