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Hierarchy validation

NAS
New Contributor II

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!

1 ACCEPTED SOLUTION

NicolasArgente
Valued Contributor

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

Connect with me on:
LinkedIn: https://www.linkedin.com/in/nicolas-argente/
Website: https://aiqos.io
If you want to lift yourself up, lift up someone else.

View solution in original post

4 REPLIES 4

NicolasArgente
Valued Contributor

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

Connect with me on:
LinkedIn: https://www.linkedin.com/in/nicolas-argente/
Website: https://aiqos.io
If you want to lift yourself up, lift up someone else.

NAS
New Contributor II

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
Valued Contributor

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

Connect with me on:
LinkedIn: https://www.linkedin.com/in/nicolas-argente/
Website: https://aiqos.io
If you want to lift yourself up, lift up someone else.

NAS
New Contributor II

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!!