Parent to Child Lookup/Selection

michael.chefer

 

 

Hoping someone can help me with this one.

 

The target line items are Split 1, Split 2, and Split 3. The target module is named 'Sales Pursuits' and is dimensioned by a list named 'Pursuits.'

 

The source line item is 'Split Rank'. The source module is named 'Pursuit Team Split' and is dimensioned by 'Team Members' which has a parent hierarchy of 'Pursuits.'

 

I'm having trouble populating the line items Split 1, Split 2, and Split 3. The logic for these line items is as follows:  

 

Split 1 = IF  'Pursuit Team Split'.'Split Rank' = 1 then  'Pursuit Team Split'.Split Amount

Split 2 = IF  'Pursuit Team Split'.'Split Rank' = 2 then  'Pursuit Team Split'.Split Amount

Split 3 = IF  'Pursuit Team Split'.'Split Rank' = 3 then  'Pursuit Team Split'.Split Amount

 

The problem is that I'm struggling to get the formula to select the correct split ranking and amount. I think this has to do with the fact that I'm dealing with a parent hierarchy. 

Pursuit_Team_Split_II_87344.png

Sales_Pursuits_II_87344.png

Pursuit_Team_Split_87344.png

Sales_Pursuits_87344.png

VIGNESH.M

Hi @michael.chefer ,

 

You are trying to bring data from the child(Pursuit) to the parent(Team Members) list, but you want to aggregate based on Rank.

To make it simple,

I suggest you create a list called Split(Split 1,2&3) and create a line item(Split) in the Pursuit Team Split module and map items based on the rank line item.

For Rank 1 -> Split 1, 2- -> Split 2...so on. you can create this mapping by a formula.

 

Your Target module should have (Pursuit, Split) dimension and line item called Amount. 

Now you just have to aggregate the Split amount by Split and Pursuit dimension.

 

Amount = 'Pursuit Team Split'.Split Amount[SUM:Pursuit Team Split.Split, SUM: Pursuit Team Split.Pursuit]

 

Regards,

VM