How to Identify if List Has a Child?

joshuawz

Hello,

I have a use case where a user will create a child if they want to make adjustments to an initial value entered at the parent level. The reason the "parent" list may not have children is that not all the list members will have adjustments. The users want to see all L1 items on the same grid as L1 items with L2 items in the UX.

If we dimension the module by the L2 list, it is easy to see the parent items, but the view obviously won't show L1 items if they are not a parent of an L2. I basically need to create a UX view that can show L1 items with and without L2 Items.

Mock-up

	April26	May26	June26	Q126
L1a	100			25
—L2 a		-50
—L2aa			-25
L1b	1500			1500
L1c		1200		1450
—L2c			250

vanreign

Hi Joshua,

Here is a possible approach. I do not have access to an Anaplan environment to fully test it, so please treat this as a design suggestion. My understanding is that the requirement is to show all L1 items in one UX grid, including those without L2 children, while also showing L2 items where adjustments exist. I hope this helps.

• Best Practice:
  • Use an L1 grid with a synchronized L2 detail grid in the UX. Anaplan’s UX supports parent/child analysis through adjacent synchronized grids.

• If one grid is mandatory:
  • Use a separate presentation list. There is a bit of work in doing this because you are creating something that looks like a hierarchy structure, but it is actually flat.

• Real Hierarchy
  • CODE: L1
  • CODE: L1|L2

• Flat Display List
  • One row for each L1 (CODE: L1)
  • One row for each L2 (CODE: L1|L2)

• Modules
  • SYS L1 Module
    • L1 CODE
    • L1 NAME
    • L1 Sequence = RANK(1, ASCENDING, SEQUENTIAL, TRUE)
  • SYS L2 Module
    • L2 CODE
    • L2 NAME
    • L1 = PARENT(ITEM(L2))
    • Child Sequence Within Parent = RANK(1, ASCENDING, SEQUENTIAL, TRUE, L1)
  • SYS Display Module (dimensioned by Flat Display List)
    • Line Items
      • Row Type (L1 or L2)
      • L1 Item (format L1)
      • L2 Item (format L2)
      • L1 CODE // Use parsing of Flat Display List Code to get
      • L2 CODE // Use parsing of Flat Display List Code to get
      • Indent Level (number)
      • Sort Order (number)
        • IF Row Type = Row Type.L1 THEN SYS L1 Module.L1 Sequence[LOOKUP: L1 Item] * 100 ELSE SYS L1 Module.L1 Sequence[LOOKUP: L1 Item] * 100 + SYS L2 Module.Child Sequence Within Parent[LOOKUP: SYS Display Module.L2 Item]
      • Display Name (text)
        • IF Indent Level = 0 THEN NAME(ITEM(Flat Display List)) ELSE Concatenation Line Item
      • Concat Indent Name Line Item
        • "- " & NAME(ITEM(Flat Display List)) // Note a space after the dash
  • INP L1 Values (by L1)
    • Line item: Value
  • INP L2 Adjustments (by L2)
    • Adjustment (number)
  • Adjustment Module
    • Dimensions
      • Flat Display List
      • Time
      • Any other dimensions needed
    • Line Items
      • Display Value
        • IF SYS Display Module.Row Type = Row Type.L1 THEN L1 Value ELSE L2 Adjustment
      • L1 Value
        • IF SYS Display Module.Row Type = Row Type.L1 THEN INP L1 Values.Value[LOOKUP: SYS Display Module.L1 Item] ELSE BLANK
      • L2 Adjustment
        • IF SYS Display Module.Row Type = Row Type.L2 THEN INP L2 Adjustments.Adjustment[LOOKUP: SYS Display Module.L2 Item] ELSE BLANK
    • Use Sort Order line item in SYS Display Module, saving the view sorted ascending

• DCA
  • Write Access L1 (Boolean)
    • SYS Display Module.Row Type = Row Type.L1
  • Write Access L2 (Boolean)
    • SYS Display Module.Row Type = Row Type.L2

• Selective Delete Flat Display List Module (No List)
  • Line Item L1 Code (Flat Display List)
  • Line Item L1 Delete (Flat Display List)
    • IF ISBLANK(Line Item L1 Code) THEN 1 ELSE 0
  • Line Item L2 Code (Flat Display List)
  • Line Item L2 Delete (Flat Display List)
    • IF ISBLANK(Line Item L2 Code) THEN 1 ELSE 0

• Processes to Maintain
  • Import L1 from SYS L1 Module by Code to Flat Display List
  • Import L2 from SYS L2 Module by Code to Flat Display List //Note: No Parent selected
  • Import L1 Code to Selective Delete Flat Display List Module // Note: use CLEAR ALL in process
  • Import L2 Code to Selective Delete Flat Display List Module // Note: do NOT use CLEAR ALL
  • Selective Delete - Delete L2 from Selective Delete Flat Display List Module
  • Selective Delete - Delete L1 from Selective Delete Flat Display List Module

Cheers,

James