Maintain Row Templates for Unbalanced Hierarchies Automatically

Axel Seeher · 2024-07-31T09:12:13+00:00

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We have an unbalanced hierarchy that comprises of four levels for which we would like to apply different formatting in data views at the individual levels. The hierarchy changes very frequently and contains thousands of members that are essentially managed by end users. As such, manual maintenance of a row template is not an option, and we are therefore looking for a method with which we could maintain a row template automatically. Any of the following would work for us:

(i) Apply formatting manually by hierarchy level
(ii) Apply formatting automatically by member, e.g. via a data reader-like approach
(iii) Apply formatting automatically based on the first two letters of the member code

Does anybody have a suggestion how we could accomplish this?

Thanks!

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Nico Gerbrand

Hello Mr. Seeher,

unfortunatly there is no option available to manage automaticly Row Style Templates. Option ii and iii are not possible.

I would expect the most changes happen in Level four. Is this assumption right? The only option is i. Apply formatting manually for first three hierarchy level.

You are welcome to suggest options ii and iii in the Idea Exchange section.

Axel Seeher

Hello Mr Gerbrand.

Thanks for your reply. It is the answer that I was expecting but I figured there is no harm in asking.

You are right, level 4 is changing the most, but as a matter of fact, all levels from 2 to 4 are subject to user-driven changes, so option (i) is not a viable option either. Plus, what I meant with option (i) was to define the formatting for the level itself rather than for the members at that level - which I assume is also not possible.

I will follow your advice and post this as an item in the Idea Exchange section.

Best,

Axel