Difference between Top Level Item, Parent Hierarchy

cbeh

Hi,

 I would like to know the difference between top level item and parent hierarchy. Is the top level item necessary when there is parent hierarchy?. Also, when would one use Parent in the list without having Parent Hierarchy and/or top level item?  Would appreciate some clear egs. 

 

Thank you,

Cheng Hong

Mark_W_Shemaria

Parent hierarchy, also know as composite hierarchy is a separate list which is assigned to the subject list as a separate linked aggregration structure.   Top level is the single top item in a standard list hierarchical structure.

rob_marshall

Cheng Hong,

Top Level item is the typically used when you have composite list (think Countries rolling up to Regions) and you need to to calculations (sums) over the list.  The Top Level would be something like All Regions or All Locations.  The Top Level is necessary on the first level of a composite list, but not on the subsequent levels.  Lastly, you would not use the function Parent() on a list without a Parent Hierarchy or a Top Level because it would be flat, so there would not be a parent.  As for an example of a list without a top level or a parent hierarchy, think about loading transactions from a source system.  You would never add all of these up as they would span different periods as well as different master data (different account/cost center/department combinations), so this list would be a Flat list or one that does not have a parent nor a Top Level item.

 

Rob

cbeh

Hi Rob,

Thank you for the explanation. Clearer now but .....

 

I noticed when I place Parent in the source data, it showed the data in the tree hierarchy even without the Parent Hierarchy and Top Level Item Setup.  Does it mean that without the Parent hierarchy or top level item setup in the list, the parent entry in the source data does nothing except to show the conceptual relationship of the data?

 

Thank you,

Cheng Hong

rob_marshall

Cheng Hong,

 

You are correct in that the "parent" is showing or being built in the list when it is defined in the source data, but it is not a "real" parent of the overall list, it is just a parent to the other leaf (or detailed) members.  To get around this, define the Top Level with what you have in the source data, that way you will not have a "fake" top level member.  Remember, there is a huge difference between Top Level item and Parent Hierarchy. 

 

Top Level item = just one member and is fixed, meaning it doesn't change

Parent Hierarchy  = a different list that the current list is rolling up to, so more than one members. 

 

Again, think States and Cities where Cities rolls up to States.  States has a Top Level Item named "All States".  The list States is the parent hiearchy (or list) of Cities.

 

Hope this helps and clears it up,

 

Rob 

cbeh

Hi Mark,

Thank you for the prompt response.

 

If I do not have top level and parent hierachy but my list item has parent, what does the parent in the list do aside from showing me the relationship in the tree view?

 

Thank you,

Cheng Hong

 

Mark_W_Shemaria

Top level is the highest level parent for the list.   If there is no parent hierarchy all hierarchies are contained within the list.  If the list doesn't have a top level it can have a hierarchical structure, however the list will not function properly if a top level is not defined, eg . SUM function

DavidSmith

Just to add, having a Top Level allows you to easily join data between modules without complex formulae.

 

Take the following example:

You have a module that is dimensioned by Customers, Product and Time.  I want to summarise the data in a separate module by Customers and Time.  If I have a Top Level set on the Products list, I just need to reference the source module line item and the Top Level summary will be used to sum up all of the Products.  There is nothing else needed!

 

Also, whilst in most cases a Top Level Item is used, there will be occasions where if it not necessary.  Think "does it make sense to aggregate the list items"?.  Here are two examples:

• A list of currencies for analysis - It makes no sense to add them together
• A list used as a drop down to provide a choice (e.g. Yes, No). If the list is not used as a dimension in a module then it is unlikely that you will need a Top Level item

I hope this helps

David

cbeh

Hi David,

 

I will keep that in mind.  Thank you!

 

-Cheng Hong

cbeh

Hi Mark,

Thank you!

Between yours, Rob and David's explanation, I think I have  a clearer idea of when to use each of the attributes. 

-Cheng Hong

amnuay

Add here as for my personal note.

Top Level Item = Top Level sum up locally in each list

Parent Hierarchy = Referral sum up used from other list.

 

 

 

 

KayneSchwarz

Be sure to check out the new Top Level Item and Parent Hierarchy article by @greg_reynolds, which was inspired by this very discussion!