Having boolean true for certain hierarchy levels only
I have a hierarchy consisting three levels (product/product family/total products. Similar to the one in the trainings) and I tried to do some conditional formatting on it (need to use it as other tables on dashboard have list/line item subsets in it so needed to create a consistent outlook)
I thought using an if formula like this: IF Product only? THEN 0 ELSE IF Product family only? THEN 1 ELSE 2 would work but cannot put together a correct module which contains booleans for both hierarchy levels.
I need something like this one, but I only can figure out for two hierarchy levels. (this formula runs to error: Level mismatch on common dimension)
Best Answer
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Hi @tasianna05 ,
Hope this answers your concern.
1. Define count lineitems for P1 and P2 with different summaries (Sum and Formula respectively)2. Add another lineitem 'P1 vs P2' with a summary ratio to gather different output for each level
3. You can use 'P1 vs P2' lineitem for CF or define another one like below
1
Answers
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Check Formula and Ratio summary methods:
https://help.anaplan.com/9ab4e05a-1748-4027-****-525d5bdd5b22-Summary-Method
Both can be helpful here.
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Hi @AjayM
Yes it worked! Slight modification I've done as I do not have equal amount of products under the product family:
IF 'P1 vs P2' = 1 THEN 2 ELSE IF 'P1 vs P2' <> 'P1 vs P2'[SELECT: Top Level parent] THEN 1 ELSE 0
Thank you @AjayM and @KirillKuznetsov the help!
Anna
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Hi Everyone!
Do you know if it's possible to achieve true values in the levels of a hierarchy where there's more than one level between the top level and the lowest level?
For example I have P1, P2, P3 and Total Level and I want values to be true only for P2 summaries in a module dimensioned by P1.0
