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N
NAS
February 28, 2023
Solved

Hierarchy validation

  • February 28, 2023
  • 1 reply
  • 0 views

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!

Best answer by NicolasArgente

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

1 reply

N
NicolasArgente
Veteran
February 28, 2023

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

N
NASAuthor
March 1, 2023

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

N
NicolasArgenteAnswer
Veteran
March 3, 2023

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

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