Filter for both List Items & Parent Item on 1 view

MarkTurkenburg
Contributor

Filter for both List Items & Parent Item on 1 view

Hi team,

 

I'm trying to create a view whereby I filter on all list items for 1 section & then on the Parent list items in another

 

1 have 2 lists, being GL & Subsidiary both on rows. My requirements are:

 

- For the GL List Item GL.Sale I wish all Subsidiary items to display

- For all other GL List items I wish only the Parent item in the Subsidiary list to display (being Asia, or Region L1.Asia')

 

My thought process was to create a Boolean which would be TRUE on 'Region L1'.Asia but I can't seem to reference it from Subsidiary L2. I can easily reference a Top Level in a list but not a Parent item

 

I have attached a screenshot of my filter module & highlighted in Yellow the items I wish to display TRUE

 

Thanks!!

 

 

I have created a Excel mock-up of what I would like 

1 ACCEPTED SOLUTION

Accepted Solutions
MarkTurkenburg
Contributor

Re: Filter for both List Items & Parent Item on 1 view

3 REPLIES 3
anand.shekhawat
Valued Contributor

Re: Filter for both List Items & Parent Item on 1 view

Hi @MarkTurkenburg 

 

Create the GL, Region L1, Region L2 & Subsidiary L3 hierarchy as shown below

 

anandshekhawat_12-1623540690373.png

anandshekhawat_8-1623540355789.png

 

 

anandshekhawat_9-1623540388874.png

 

anandshekhawat_10-1623540429493.png

 

anandshekhawat_11-1623540649834.png

 

Now create the module using the below shown dimensions and apply the formula as shown in the below screenshot

anandshekhawat_13-1623540800856.png

 

 

Your Module view would look like the below screenshot.

anandshekhawat_14-1623540841250.png

Formula written - Sales : ITEM(GL) = GL.Sales , Asia: ITEM(GL) <> GL.Sales

 

I hope it helps

~Anand

 

MarkTurkenburg
Contributor

Re: Filter for both List Items & Parent Item on 1 view

Thanks @anand.shekhawat that partially works but not for the solution I require

 

Effectively I was completing step 1 so that I could filter on the Boolean to only display 'Asia' on 'Non Sales' GL items but when I filter it displays zero rows

 

Do you have any other ideas?

 

Thanks for you help

 

Mark

MarkTurkenburg
Contributor

Re: Filter for both List Items & Parent Item on 1 view