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NAS's avatar
NAS
New Contributor III
3 years ago
Solved

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 ina...
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  • NicolasArgente's avatar
    NicolasArgente
    3 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

NAS's avatar
NAS
New Contributor III
3 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
3 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

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

    Thanks!  I would love the BR option, but I may be able to come up with that myself.  I wanted to see if there were any other options before going down that road, but sounds like there's not too many other than what you described.  I will give it a try when I have some time and post the solution here.  Thanks so much!!