I have a hierarchy consisting three levels (product/product family/total products. Similar to the one in the trainings) and I tried to do some conditional formatting on it (need to use it as other tables on dashboard have list/line item subsets in it so needed to create a consistent outlook)
I thought using an if formula like this: IF Product only? THEN 0 ELSE IF Product family only? THEN 1 ELSE 2 would work but cannot put together a correct module which contains booleans for both hierarchy levels.
I need something like this one, but I only can figure out for two hierarchy levels. (this formula runs to error: Level mismatch on common dimension)
Solved! Go to Solution.
Hi @tasianna05 ,
Hope this answers your concern.
1. Define count lineitems for P1 and P2 with different summaries (Sum and Formula respectively)
2. Add another lineitem 'P1 vs P2' with a summary ratio to gather different output for each level
3. You can use 'P1 vs P2' lineitem for CF or define another one like below
Check Formula and Ratio summary methods:
https://help.anaplan.com/9ab4e05a-1748-4027-babe-525d5bdd5b22-Summary-Method
Both can be helpful here.
Hi @tasianna05 ,
Hope this answers your concern.
1. Define count lineitems for P1 and P2 with different summaries (Sum and Formula respectively)
2. Add another lineitem 'P1 vs P2' with a summary ratio to gather different output for each level
3. You can use 'P1 vs P2' lineitem for CF or define another one like below
Hi @AjayM
Yes it worked! Slight modification I've done as I do not have equal amount of products under the product family:
IF 'P1 vs P2' = 1 THEN 2 ELSE IF 'P1 vs P2' <> 'P1 vs P2'[SELECT: Top Level parent] THEN 1 ELSE 0
Thank you @AjayM and @KirillKuznetsov the help!
Anna