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Sorting a Hierarchy differently

  • September 17, 2018
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I'm trying to create a hierarchy of GL accounts and the category they belong to. (i.e. Assets, Liabilities, Equity, Income Expenses).

However the Hierarchy is displaying alphabetically.  If it were to be sorted by the first GL account it's associated with, it would sort correctly since GL accounts are numbered in the proper sequence.

However, when I tell the Dimension, "Parent Category" (which is the Assets, Liabilities etc) to sort by Attribute Key, when I deploy I get an error saying it can't be used as an attribute because it is not related.

Is there a workaround to this?

Best answer by jens.mikkelsen

Hi Mark.

 

Your hierarchy table could look like this


 

And the dimension like this

ID is containing the child id of the parent child.

Sort By is a dimension level on the Parent child dimension.


 

And contains the field you wish to sort by

Which here is the Sort Order field on the Parent Child table – giving this ‘lay out’. (The Account level is sorted by the account number)

 

Regards Jens Jørn Mikkelsen

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  • September 18, 2018

Hi Mark.

 

Your hierarchy table could look like this


 

And the dimension like this

ID is containing the child id of the parent child.

Sort By is a dimension level on the Parent child dimension.


 

And contains the field you wish to sort by

Which here is the Sort Order field on the Parent Child table – giving this ‘lay out’. (The Account level is sorted by the account number)

 

Regards Jens Jørn Mikkelsen


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