2.2.3.2.1.3 Hierarchy Member Filter Method

When the Source Table is Management Ledger and the Allocation Type is either Static Driver or Dynamic Driver, you can select a Hierarchy Member with additional options. You can select the Hierarchy Member by selecting any of the four “Hierarchy Member Filter Method”:

  1. Node Only
  2. Last Descendants Of
  3. Descendants Of
  4. Node and Descendants Of

This selection is applied at the per-dimension level of the Source Dimensions, meaning you have the liberty to select the “Nodes Only” filter method for the General Ledger Dimension while applying a “Last Descendants Of” Filter Method on the Organization Unit Dimension.

The Data Loader Service that loads the data from Staging to Management Ledger supports loading data to any kind of member in the Management Ledger – Leaf-Level members or Node Level members, rendering the user to select any of the two kinds of the member from the UI.

  • If you choose the Hierarchy Member Filter Method as "Nodes Only", only the Node Member is selected in the filter.
  • If you choose the Hierarchy Member Filter Method as "Last Descendants Of", only the Leaf Members of the Hierarchy rolling up to the selected Node are selected in the filter.
  • If you choose the Hierarchy Member Filter Method as "Node and Descendants Of ", all the Descendant Nodes and Leaves of the selected Node in the Hierarchy including the selected Node itself, are selected in the filter.
  • If you choose the Hierarchy Member Filter Method as "Descendants Of ", all the Descendant Nodes and Leaves of the selected Node in the Hierarchy but excluding the selected Node itself are selected.