Parallel hierarchical lists

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nishantgarg
nishantgarg Member, ALL USERS, Community Member Posts: 5 Occasional Contributor
in Planning & Modeling

Hi all, could you help me how best to structure a parallel hierarchy list that we need as part of our ongoing business analysis. Here's the construct that I'm looking at.

At the bottom level we have Clients that we need to be able to aggregate by different attributes. These attributes are:

Client: Client 1, Client 2..... Client 10

Geography: Geo 1, Geo 2

Model: Model 1, Model 2

Category: Category 1, Category 2, Category 3

Status: Status 1, Status 2

I thought about creating flat lists with all of the above, but the issue is that with multiple parents for the same item (i.e. Clients), I can't get auto aggregation at various levels. Would greatly appreciate if someone could advise on the best way to get this done.

 

Many thanks,

Nishant

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  • nishantgarg
    nishantgarg Member, ALL USERS, Community Member Posts: 5 Occasional Contributor

    Hi @rob_marshall 

    I would prefer everything to be in a hierarchy but would seek your thoughts as to what’s possible. 

    Each client belongs to 1 geography, 1 model,1 category and has 1 status. So there’s no one to many relationship with any single attribute.


    For example, Client A will belong to:

    Geography: US

    Model: Classic

    Category: Mall

    Status: Existing

     

    I need to be able to sum by US so that all US tenants would be aggregated, or sum by category so that all Mall tenants are aggregated, etc. 

     

    When the hierarchical list is used as a dimension, the aggregation can happen automatically for the summary levels but here the problem is that there are multiple parents for the Clients. 

    Thanks!

     

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