Get value of immediate Parent of page selector

Hi, 

 

The list hierarchy defined is Category > Brand > Sub-brand > SKU

When the page selector is selected, how can we dynamically get the total value of its immediate parent ?

 

For example,

if SKU is selected, the value should be of total of Sub-brand level.

If Brand is selected, the value should be total of Category level

 

The reason is to get % of total (of immediate parent) to calculate sales mix at different levels of hierarchy 

 

Thanks.

 

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Answers

  • To get the value associated with the parent item in a composite hierarchy, you can leverage PARENT() and a LOOKUP.

     

    The Anapedia page on PARENT has some good examples, but here's an example of what you can do.

     

    Module: Sub Brand Details

    Dimensions: Sub Brand

    Line items:

    • Value = (imported)

     

    Module: SKU Details

    Dimensions: SKU

    Line items:

    • Value = (imported)
    • Parent Item = PARENT(ITEM(SKU))
    • Parent Value = 'Sub Brand Details'.Value[LOOKUP: Parent Item]
    • Percent of Parent Value = Value / Parent value

     

    You can repeat this approach for each level of the hierarchy.

     

    Keep in mind the best practice for storing the parent values would be to put them in a System model (the 'S' in DISCO). Read more here: https://community.anaplan.com/t5/Best-Practices/Best-Practices-for-Module-Design/ta-p/35993