Custom hierarchy in dimension is not working.

Summary:

To address the budget rollup visibility in the hierarchical structure, we'll need to evaluate the data and the hierarchy approach you've tried so far. Based on the provided information and the screenshots, here’s a suggested approach to achieve the desired functionality:

Analysis of Current Hierarchical Structure

• Current Hierarchy:
  • The hierarchy is structured with parents and children, where each level can have its budget.
  • Budget column shows loaded revenue.
  • Rollup column indicates rolled-up budget for each parent.
  • Selection columns show which members are selected.

Below is the Hierarchical approach we tried for the resource hierarchy dimension.

Issues Identified:

• Approach Tried