Associating a list to a hierarchy

massenm
New Contributor

Associating a list to a hierarchy

Hi, 

I created a Cost Centers list with values (1, 2, 3, 4, etc.) and a hierarchy of Business Unit lists (Business Unit 1, Business Unit 2, Business Unit 3).  I'm looking for a way to associate each group of cost centers from the Cost Centers list to the Business Unit hierarchy.  The hierarchy Business Units 1-3 values together will uniquely define what cost centers are associated with the parent-children.   

 

I created a systems module that associates each Cost Center value to the combination of Business Unit 1-3 hierarchy values.  Is there a way to create an association so that if you drill down on a Business Unit 1, 2 and 3 in a module, you will be able to see the cost centers that fall under it?  Below is an example: 

 

Business Unit 1Business Unit 2Business Unit 3Cost Center
CorporatePlanning & DevelopmentProcess Analytics1
   2
    
USPlanning & DevelopmentProcess Analytics3
   4
   5
1 ACCEPTED SOLUTION

Accepted Solutions
rob_marshall
Moderator
10 REPLIES 10
einas.ibrahim
Master Anaplanner/Community Boss

Re: Associating a list to a hierarchy

Hello @massenm 

Have you tried making the Business Unit list the parent list of the Cost Center list? This should take care of the issue.

BU1

-----CS1

-----CS2

BU2

------CS3

------CS4

 

If a single Cost center could belong to multiple Business Unit, then make the Cost Center list a numbered List.

Hope that helps


Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
massenm
New Contributor

Re: Associating a list to a hierarchy

Thank you for your response!

 

I tried to do that initially in the lists but there is no 1-1 correlation between a cost center and a given level of the Business Unit hierarchy.  For example, I can't assign Cost Center 2 with Business Unit 3 (Analytics) without considering the values for Business Unit 2 and Business Unit 1.  The combination of the Business Unit hierarchy values will dictate where the cost center should be tagged when drilling down on the Business Unit hierarchy. 

 

I'm new to Anaplan but created the Business Unit hierarchy lists (BU 1, BU 2, BU 3), a Cost Centers list (with just the list of cost centers) and a module that maps each cost center to the BU 1, BU 2 and BU 3 hierarchy values. Not sure if there is a way to link that module to the hierarchy in some way so you can incorporate cost center as part of the hierarchy.  Thanks again,

 

Matt

 

 

 

 

The combination of BU 1, BU 2 and BU 3 will make it unique

einas.ibrahim
Master Anaplanner/Community Boss

Re: Associating a list to a hierarchy

Hello Matt @massenm 

I admit I don't fully understand the issue. I'll try one more time. 
Are you saying that the hierarchies are dynamic, meaning you won't know where a cost center belongs before doing some calculations (as you said considering the values of BU1 and BU2)?

I don't understand the system module you built (based on the table you provided), what dimensions did you use for this module?

If you could provide some clarifications to help me better understand, I'll do my best to help. Or, I hope other community members will chime in.

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
massenm
New Contributor

Re: Associating a list to a hierarchy

Hi Einas,

 

Apologies if I'm not being clear.  You are correct; the "hierarchies are dynamic, meaning you won't know where a cost center belongs before doing some calculations (as you said considering the values of BU1 and BU2)".  It's not as easy as indicating that a cost center falls under a parent in BU3. You have to consider the values higher in the hierarchy too (BU 1 and BU 2 for example).  

 

I created a systems module (with no dimensions, just line items) to merely identify the mapping of BU1-BU3 values to a hierarchy.   So if cost center 1 is mapped to "US" (BU1), "Planning" (BU2) and "Analytics" (BU3) in the systems module, I was hoping there could be a way to leverage the BU hierarchy to know where the cost center will be slotted within the hierarchy. 

 

Hope this clarifies and thanks a lot for your help!

 

Matt

 

einas.ibrahim
Master Anaplanner/Community Boss

Re: Associating a list to a hierarchy

@massenm 

Thanks for the explanation.

How about this...
create an action that takes the data from your system module and builds the hierarchy.
Am I correct in assuming BU1, BU2 and BU3 positions in the hierarchy are static?
So, after doing any calculations you need and position the Cost Center with the appropriate BU,  create an import action to place the Cost Centers under the correct BU.
You can run this action on demand (with a button) or automate it to run every night for example.

 

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
massenm
New Contributor

Re: Associating a list to a hierarchy

Hi Einas, do you have an example of using an action to build the hierarchy and associate the cost centers under their respective BU hierarchy values?  

chilled0ut
Occasional Contributor

Re: Associating a list to a hierarchy

Hi massenm

 

Is the structure you provided part of a multi level hierarchy such as the one below? 

chilled0ut_0-1634352779377.png

 

If it is then you just need to create 4 lists with the following structure below. This will enable the correct drilldown to the cost centre 

 

chilled0ut_1-1634352947745.png

 

 

massenm
New Contributor

Re: Associating a list to a hierarchy

Hi, thanks for your reply.  

 

How were you able to have the different cost centers associated with their BU1 values? (US, Canada, Corporate)? This has been my issue all along. The cost centers don't just simply roll to the parent directly above them; sometimes it depends on the BU1, BU2 and BU3 combinations to bucket the cost center under the appropriate hierarchy values. 

 

I'm new to Anaplan so anymore guidance would be appreciated. Thank you,

Matt

rob_marshall
Moderator