Child with several parents in hierarchy

EmmelineM
New Contributor

Child with several parents in hierarchy

Hi all,

I would like to create a hierarchy with 3 levels of lists: 1. Entity > 2. Direction > 3. Department.
In the level "2. Direction", I want items to belong to several Entities. It is the same for Department level (a Department can belong to several Directions). I need to create a data hub and then a spoke model.

In the picture below you can find an example of my problem:

EmmelineM_0-1611934437950.png

I don't really know how to populate my 2.Direction list in the spoke model. In my data hub, I've created 3 flat lists: Entity, Direction and Department. I don't know how to roll up my list 2.Direction into my 1.Entity list when it comes to the spoke model.
I was thinking about using a numbered list for both Direction and Department in my spoke model? I don't know how I can export these items from the data hub to the spoke model (I can import them manually, but that is not the point).

Thank you in advance for your answers 🙂

1 ACCEPTED SOLUTION

Accepted Solutions
CommunityMember115881
Certified Master Anaplanner

Re: Child with several parents in hierarchy

Hi Emmeline,

I suppose it depends on the context and whether the children should be unique or can be assigned simultaneously to various Entities.

In the below example I simply created a numbered list where each child bears the name of a direction (using the display name). 

This is easy to automate using a simple Boolean and an import action.

I hope this helps,

Regards

 

Douglas

 

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3 REPLIES 3
JaredDolich
Moderator

Re: Child with several parents in hierarchy

@EmmelineM 

Great question and one that occurs a lot. I have two suggestions:

  1. (recommended) You can make each direction unique, like Marketing|Sales and Retail|Sales. In the system module for direction you can parse the code and create a line item with FINDITEM to a separate flat list that contains the direction values, for example Sales. Then you can use SUM or LOOKUP on the Sales Direction..
  2. Alternatively, you can create an intersection module, some refer to this as a Calculation module (DISCO) that handles many to many mappings. One list contains the entities, One contains the direction. You can create a module that has both lists and use a boolean to indicate the relationships (this creates a lot of sparsity), or you can create a separate list that contains only the valid combinations.

Jared Dolich
ChrisHeathcote
Community Boss

Re: Child with several parents in hierarchy

@EmmelineM 

It is possible to create as many hierarchies as is required. However, a child can not have multiple parents within the same hierarchy.

In your data hub create a module dimensioned by each list. Add line items for code, name and parent code. Use formula to populate code and name. You will need to manually allocate each item to a parent by entering its respective code against each list item.

Create a saved view for each module where you only show the code, name and parent code. You will need a view each time you need to allocate a new parent. Create a parent code for each distinct hierarchy. We will use this to create the various hierarchy lists in the spoke model. 

Create another saved view where you do not include the parent. We use this to create a set of flat lists in the spoke model.

Create all the lists you need in the spoke model; the flat lists and each layer of hierarchies. For the hierarchies add a properties to the lists and dimension these by the three flat lists. These will be used to map across the hierarchies. 

Import all your lists into the spoke model as flat lists first by selecting the 'Connect to Anaplan,'  option when selecting to import and list.

ChrisHeathcote_0-1611937982687.png

Find the saved view from the selection and map the line items in the source view to the items in the list. Import using code if you have one other use name.

Repeat this process for each saved view for the remaining hierarchy lists ensuring that you also map the code into the properties.

 

Once all import actions are run you should have a full suite of hierarchies containing the various parents and mapping into the corresponding flat lists contained within the properties. 

 

Good luck,

Chris 

 

 

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
CommunityMember115881
Certified Master Anaplanner

Re: Child with several parents in hierarchy

Hi Emmeline,

I suppose it depends on the context and whether the children should be unique or can be assigned simultaneously to various Entities.

In the below example I simply created a numbered list where each child bears the name of a direction (using the display name). 

This is easy to automate using a simple Boolean and an import action.

I hope this helps,

Regards

 

Douglas

 

CommunityMember115881_1-1611942915558.png   

 

CommunityMember115881_2-1611942933021.png

 

CommunityMember115881_3-1611942971656.png

 

 

CommunityMember115881_0-1611942816564.png

 

CommunityMember115881_4-1611943001666.png

 

 

View solution in original post