Having boolean true for certain hierarchy levels only

[tasianna05]

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)

[KirillKuznetsov]

Check Formula and Ratio summary methods: 

https://help.anaplan.com/9ab4e05a-1748-4027-babe-525d5bdd5b22-Summary-Method

Both can be helpful here.

[AjayM · Accepted 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

[tasianna05]

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