Good Morning Community, I am hoping you can help me. i am not sure how to describe my problem statement but hopefully with the attached and examples it will make sense In my input file i have 4 columns (See below), i would like to produce 2 different analysis based on those 4 Columns. Tab : Data Company ID (Long) (Column A) Parent Company ID (Long) (Column B) Company Name (Column C) Legal (Column D) Outcome 1 : For a given Hierarchy determined by "Column A & "Column B count how many children are associated to the parent, and how many times is the Legal column field not null for that given hierarchy NB : Please note some Company ID (Long) will not have parent and therefore is the parent in its own right Outcome : Parent Company ID (Long) Count of Children Legal Count 001j000000hdRDpAAM 30 2 Outcome 2 : Using the data from the Data tab, i have documented the current hierarchy (Column A - C). As you can see from this hierarchy it’s a very flat Structure. However within this Hierarchy two record have been identified as Legal. Rules of the Road. * For a given relationship hierarchy if there is more than 1 in the legal count, a new record needs to be created at the top of the tree. * For any record in that relationship hierarchy where the legal column is populated. * I would like to create a new Parent record ( in my example the naming convention was "New Record -" + Company Name * I would then like to link the legal Record (child) to the new legal parent Record. * Once the Legal child / parent relationship is built, the Parent of the legal record would need to be linked to the top most parent. Example "Mason Management Limited" is identified legal Company ID (Long) Parent Company ID (Long) Company Name Legal 001j000000hdPYZAA2 001j000000hdRDpAAM Mason Management Limited Y Creating the Legal child parent relationship Name Company ID (Long) Legal New Record - Mason Management Limited Mason Management Limited 001j000000hdPYZAA2 Y The final Hierarchy output is in column M-O Looking forward to your help and response Data.xlsx

Child / Parent Relationship Count and Hierarchy Build

Masond3

Good Morning Community,

I am hoping you can help me.

i am not sure how to describe my problem statement but hopefully with the attached and examples it will make sense

In my input file i have 4 columns (See below), i would like to produce 2 different analysis based on those 4 Columns.

Tab : Data

Company ID (Long) (Column A)

Parent Company ID (Long) (Column

Company Name (Column C)

Legal (Column D)

Outcome 1 :

For a given Hierarchy determined by "Column A & "Column B count how many children are associated to the parent, and how many times is the Legal column field not null for that given hierarchy

NB : Please note some Company ID (Long) will not have parent and therefore is the parent in its own right

Outcome :

Parent Company ID (Long)	Count of Children	Legal Count
001j000000hdRDpAAM	30	2

Outcome 2 :

Using the data from the Data tab, i have documented the current hierarchy (Column A - C). As you can see from this hierarchy it’s a very flat Structure. However within this Hierarchy two record have been identified as Legal.

Rules of the Road.

For a given relationship hierarchy if there is more than 1 in the legal count, a new record needs to be created at the top of the tree.
For any record in that relationship hierarchy where the legal column is populated.

I would like to create a new Parent record ( in my example the naming convention was "New Record -" + Company Name
I would then like to link the legal Record (child) to the new legal parent Record.
Once the Legal child / parent relationship is built, the Parent of the legal record would need to be linked to the top most parent.

Example

"Mason Management Limited" is identified legal

Company ID (Long)	Parent Company ID (Long)	Company Name	Legal
001j000000hdPYZAA2	001j000000hdRDpAAM	Mason Management Limited	Y

Creating the Legal child parent relationship

Name	Company ID (Long)	Legal
New Record - Mason Management Limited
Mason Management Limited	001j000000hdPYZAA2	Y

The final Hierarchy output is in column M-O

Looking forward to your help and response

Data.xlsx

Datasets

Dynamic Processing

Accepted answers

atcodedog05

Hi @Masond3 ,

I have updated the workflow to show Parent ID.

Yes to consider only nodes which doesnt have grand child you can go with Filter isnull(Grand Child) or something similar.

Hope this helps : )

Company.yxmd

All comments

atcodedog05

Hi @Masond3 ,

I was able to understand the first outcome.

Here is a workflow for the task.

Output:

Second one isnt clear. Can give more clarity.

Hope this helps : )

If this post helps you please mark it as solution. And give a like if you dont mind 😊👍

Company.yxmd

Data.xlsx

Masond3

Thank you for your Quick response. I am struggling to articulate point 2. But basically i am trying to re build a hierarchy based on some rules / definitions.

So if break it down in the simplest form ;
Any time a record has the legal field populated, i would like to create a new record with is the parent of the legal record

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