Ragged to Balanced Hierarchy

You create a module based on the "flat" list, say Cost Centers where you know which member is the parent. Such as below:

Create a module, again based on the flat list, but it will be in 4 different sections:

Parent:

This is where you need to understand all of the ancestors of the member, so you do lookups to the above and have line times for every level. So, if it is going to be 8 levels, you need to have 8 line items:

Ragged:

Based on logic, you will need to understand which member is at the top of the list and what comes next. At the same time, you will need to make sure the member is not equal to the previous member. This is essentially recursive logic

Balanced:

Now that you have the Ragged look, now we need to balance it out to make sure the parent node is repeated until the detailed member is in the correct level. For instance, if AP Purchasing is in level 2 of the ragged, but is a base member, then it needs to be pushed to the bottom.

IsFirstOccurrence:

This is where you use IsFirstOccurrence() to get the first occurrence of a member in that level in order to create views to build your hierarchy

Then you define your views:

Lastly, you build your Actions based off these views.

Hope that helps,

Rob

Here are the module (attached) and the screenshots below. I did not include the view piece you asked for because that is in the above post.

Step 3 formats - you can get those from the above post.

If you have any questions, please reference the 305 video that @Misbah referenced as that video is based on these files (I recorded that video about 4 years ago).

Let me know if you have any questions and please remember to tip the waiter at the door 🙂

Rob

Please look at the previous pictures in this thread for the formats, they are all there. You can only do a lookup on list formatted line items or dates/time periods, so the answer is list formatted. They are blue because the data was loaded from a source system. The Cost Center Flat list is flat, no hierarchy.

please watch the 305 video again, it explains it all.

Rob

All comments

Misbah

Watch this video

Hub Model Hierarchy Management (305) - Anaplan Community

@Misbah - Thanks.

You create a module based on the "flat" list, say Cost Centers where you know which member is the parent. Such as below:

Create a module, again based on the flat list, but it will be in 4 different sections:

Parent:

Ragged:

Balanced:

IsFirstOccurrence:

This is where you use IsFirstOccurrence() to get the first occurrence of a member in that level in order to create views to build your hierarchy

Then you define your views:

Lastly, you build your Actions based off these views.

Hope that helps,

Rob

Thank You so much @rob_marshall for the detailed info. I want to request you if you can please share some files:

Cost Center Flat List Metadata and Properties file
CC Build Module .csv Import file for the 4 different sections
- Parent
- Ragged
- Balanced
- IsFirstOccurence
File you used to create these views

I really appreciate all your help. Thank you!

Here are the module (attached) and the screenshots below. I did not include the view piece you asked for because that is in the above post.

Step 3 formats - you can get those from the above post.

If you have any questions, please reference the 305 video that @Misbah referenced as that video is based on these files (I recorded that video about 4 years ago).

Let me know if you have any questions and please remember to tip the waiter at the door 🙂

Rob

Thank You so much @rob_marshall for the files and the screenshots. It is really very helpful. It is very kind of you to share the files. Thanks a lot! 🙂 🙏

Hi @rob_marshall

Please can you answer the below questions.

Format of Parent H1 in Cost Center Flat - Properties Module - was it just Text? I see the inputs are in blue so it seems like the values have been keyed in.
Format of Parent 1 in CC Build Module - if I select List and Cost Center Flat List and put the formula as 'Cost Center Flat - Properties'.'Parent H1' it throws an error
Can you tell me in simple English how this formula is working 'Cost Center Flat - Properties'.'Parent H1'[LOOKUP:'Parent1'] - I think it is just like a ParentPropValue and in Lookups generally we define the intersection.

Thanks again for all your help.

please watch the 305 video again, it explains it all.

Rob

Ok. Thanks. Really appreciate your help.

LilyLiuAnaplan

Hi, @rob_marshall @Misbah @gautamgurwara

Thank you so much again for the step by step instruction.

Is there a way to create a dynamic filter to filter out those dummy list members for reporting purposes? I tried to create some logic at the lowest level but struggled to make it work at other levels.

Many thanks for your help.

Lily

Vamsi_Kaki

Hello @rob_marshall , Thanks for your detailed explaination. Exsiting data file links were expired. Could you please provide the recent file links or files?

Thanks in advance!

@VRK96

The link to the video is here: https://learning.anaplan.com/totara/catalog/index.php?catalog_fts=305&orderbykey=score&itemstyle=narrow

Files are here:

Cost Center Flat - Properties.xlsx

Nbr of CC Children.xlsx

CC Build.xlsx

Vamsi_Kaki

Thank you very much @rob_marshall for providing data files

Monpero

Hi All,

Thanks for the examples. This is the part am struggling with.

Step 1: (We have the Cost Centre Flat - Properties Module dimensioned by the List Cost Centre Flat )

Step 2: (The 'Parent H1' is formatted as the List Cost Centre Flat)

Step 3: Properties'.Count[SUM: 'Cost Center Flat - Properties'.'Parent H1'] (And finally below in we do a sum [SUM: 'Cost Center Flat - Properties'.'Parent H1'] using 'Parent H1')

I tried loading the items into 'Parent H1' using the Cost Centre Flat list in the format for the line item but it does not work.

Please could you kindly explain how that part is done/achieved. Step 1 and Step 2 thank you.

Monpero

Hi @rob_marshall ,

Please is the Parent H1 formatted as a list? if so what is the list called or was it created separately?.

What is the name of the Cost Center Flat - Properties List is called?.

Thank you.