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Displaying a Different Measure Based on Hierarchy Drill Level

Дата публикации: Apr 21, 2025
Задача

How to change which measure is displayed based on the level where the user has drilled into the hierarchy.
This can be adjusted to display any measure.

Действия

Use a calculated field similar to the following:

IF MIN([Hierarchy Level 3]) = MAX([Hierarchy Level 3]) 
THEN [Measure 3] 
ELSEIF MIN([Hierarchy Level 2]) = MAX([Hierarchy Level 2]) 
THEN [Measure 2] ELSE [Measure 1] 
END

On the workbook, there is the example "Display Result With Description"

IF MIN([Item]) = MAX([Item]) THEN "Displaying Item SALES: " + STR(ROUND(SUM(Sales),2)) //This will display the text and sum of Sales for the item - It is also rounding the result to show 2 decimal digits.
ELSEIF MIN([Category]) = MAX([Category]) THEN "Displaying Category PROFIT: " + STR(ROUND(SUM(Profit),2)) //This will display the text and sum of Profit for the Category
ELSEIF MIN([Department]) = MAX([Department]) THEN "Displaying Department PROFIT: " + STR(ROUND(SUM(Profit),2)) //This will display the text and sum of Profit for the Department
END

 

Номер статьи базы знаний

001458310

Вложения

Example Display by Hierarchy-V2025.1.twbx

1492 KB

 
Загрузка
Salesforce Help | Article