Author: Mitch Aist is a Certified Master Anaplanner and Principal Consultant at Tru Consulting.
In this How I Built It video, I share a unique method for creating custom logic for Summary Methods. Learn how to create line items that can identify the hierarchy level of list items. You can even use this technique to utilize Formula Summary Method alongside LOOKUPs.
This technique should be known by EVERY experienced model builder. Summary Methods can be tricky, and knowing ways to customize the calculations within those summaries will come in handy. I use this technique primarily for sign logic on P&L reports, and you may find helpful uses for this in other use cases!
Check it out and leave a comment with questions!
Check out all the 'How I Built It' videos here.
