Hierarchy Filtering Logic

Ivan_Lo_
edited November 2022 in Modeling

Hi,

 

I have a composite list hierarchy as below:

 

Department L1

            Product L2

                        Project L3

 

 

In a properties module, using this hierarchy.

 

I got a Boolean line item named “Project?”. I can set up a formula to populate “Project?” as true at Project L3 Level.

 

Let say I have a line item named “Product?”. Is there any way that I can populate “Product?” as true at Product L2 level only?

 

In this case, I can reuse a reporting module which use this hierarchy to show at either Product L2 level or Project L3 level by utilising these “Product?” and “Project?” Boolean. At the same time, I don’t need to sacrify the hierarchy filter functionality in UX.

 

Thanks.

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Best Answers

  • ManjunathKN
    edited November 2022 Answer ✓

    Hi @Ivan_Lo_ 

     

    Let me know if below solution works for you.

     

    Module Gird view:

    ManjunathKN_0-1668062646615.png

    Module BP View: 

    ManjunathKN_1-1668062680876.png

     

    Dashboard with hierarchy filter.

    ManjunathKN_2-1668062722185.png

     

    Department module(1st grid in DB):


    ManjunathKN_3-1668062767398.png

     

    Thanks,
    Manjunath

     

     

     

  • ManjunathKN
    edited November 2022 Answer ✓

    @Ivan_Lo_ 

     

    Level 2 summary is Level 1/constant

    Level 3 summary is Level 2/constant

    Thanks,
    Manjunath

Answers

  • Ivan_Lo_
    edited November 2022

    Hi @ManjunathKN ,

     

    I can see your "Level 2", "Level 3" line item with summary setting set to "Ratio".

    May I know the ratio calculation?

    I try to replicate your solution, but not sure what to set for the ratio.

    Thanks,

    Ivan