1. User Guide
  2. Business Rules Administration
  3. Application Specific Rules
  4. Allocation Specification
  5. Detail Screen
  6. Source Process Tab
  7. Source Dimension Container
  8. Hierarchy Browser on the Source Tab
  9. Hierarchy Member Filter Method

5.3.1.1.3.2.2.3 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.

Note:

Caution should be used when posting node-level outputs from allocation rules. It is only intended to be used to temporarily post node-level results.

If you build rules that output node-level results, you should plan to have follow on allocation rules to distribute those node-level results down to the leaf level.

A sample use case might include initial generation of node-level Cost Pools before subsequent rules distribute the node-level Cost Pools down to more granular, leaf-level Cost Pools.

You can query the results of node-level data, but results expressed along a hierarchy are always derived from rolling up level-level data so data posted at the node-level will not be included in any reporting results.

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.