Top Level Aggregation while Using Line Item Filters
Hi Anaplanners ,
I would appreciate if someone in the forum could help me to resolve the below modelling issue that i have.
I have 4 dimension on which the business needs to do their planning ,forecasting process- Segment, Legal Entity, Department and Account. These dimensions are independent of each other and don't have a parent-child relationship.
When i start to build a module with these dimensions along with Dummy Versions and Time the model size blows up heavily.
I then started to create a combination list from code of these dimension to hold my values from Source and provided Line item filters for Users to see the data based on their Selection. Users could see the data based on whatever they select expect that when they select the Top Level items the data does not aggregate.(see Screenshot 1 and 2)
You need to enable the filter to resolve to TRUE when the top level list item is selected.
Therefore, create an IF THEN ELSE formula for each dimension which queries whether the selection equals the top level and if so returns a TRUE before determining if it equals any other item in the list.
The outcome will always generate a TRUE outcome if the top level item is selected otherwise the result will equal the value of the list item selected. If the selection is blank the result will be FALSE for all list items.
Chris Heathcote Bedford Consulting
Gold Partner and Regional Partner of the Year 2021, EMEA