Forum Discussion

NAS's avatar
NAS
New Contributor III
2 years ago

Hierarchy validation

Hi, All

What's the best way to ensure a specific tree within the account hierarchy has only one member within it.   Would like to have a "count greater than one" alert or a report we can run, as inadvertent accounts affect data integrity.

TIA!

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  • NicolasArgente's avatar
    NicolasArgente
    2 years ago

    Hi NAS,
    There are many ways to achieve that. One of the simple ones could be to create a cubeview with a row member on Entity and export to excel where you would count the members. You could put this kind of formula in your cube view in rows and Time in Column
    E#AllOrgs.Descendants.Where(HasChildren = False)

    And obviously you go take a more complex road involving Business Rules... but lets keep it simple 🙂 This solution can be achieve in 10 minutes !
    If it helps, please click on Kudo below. Thanks

  • NicolasArgente's avatar
    NicolasArgente
    Valued Contributor
    2 years ago

    Hey NAS!
    You mean one specific base member? I am specifying as a parent is a member. I do not really understand what you need. Can you please give us more details and an example?
    Cheers

    • NAS's avatar
      NAS
      New Contributor III
      2 years ago

      Hi, Nicholas! 

      Yes, I do mean base member, not parents, although I wouldn't mind including them as well. For example, in a net income hierarchy, you would not want a rent expense base member to appear more than once or you would be double counting it.  It's a double-check for me when I am moving members around multiple hierarchies.  Thanks, Nicholas!  Appreciate any thoughts you may have.

      Cheers!

      Best,

      Noelle

      • NicolasArgente's avatar
        NicolasArgente
        Valued Contributor
        2 years ago

        Hi NAS,
        There are many ways to achieve that. One of the simple ones could be to create a cubeview with a row member on Entity and export to excel where you would count the members. You could put this kind of formula in your cube view in rows and Time in Column
        E#AllOrgs.Descendants.Where(HasChildren = False)

        And obviously you go take a more complex road involving Business Rules... but lets keep it simple 🙂 This solution can be achieve in 10 minutes !
        If it helps, please click on Kudo below. Thanks