List Modeling

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jessehhhh
jessehhhh Member, ALL USERS Posts: 3 New Contributor
in Planning & Modeling

I have the following lists in a Hierarchy

 

Office L1

Clients L2

Funds L3

 

I also have 2 seperate lists

Entity 

Location

 

In a module I am trying to show which entity and location that the Fund L3 rolls up into with boolean boxes but my problem is that a single funds can roll up into many Entity's and many locations

 

For exampl I want to show Fund ABC has entiry boxes checked for Entity DEF and HIJ as well as location boxes checked for KLM, NOP and QRS

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  • jessehhhh
    jessehhhh Member, ALL USERS Posts: 3 New Contributor

    How do I concatonate the codes?

     

    Also if I do that wouldn't only one entity be able to the the parent or would that allow multiple entities to be a parent?

  • jessehhhh
    jessehhhh Member, ALL USERS Posts: 3 New Contributor

    Thanks David,

     

    Fund and Entity are both independent. My end goal is to be able to bring this into a module and permission people to be able to see specfic funds based on the entity and or location.

     

    I like the idea of having a number list with Location flowing into Funds and then a seperate list with Entity flowing into funds as this would allow multiple entitys and locations to be associated with a particular fund. 

     

    I am new to anaplan so I don't know many of these things but im assuming id then be able to bring that information into a module and create boolean boxes for each location and entity and that checked off if there is a child (parent or entity) associated with a fund. Or would there be a better way of doing this?

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