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Calculated Field or Derived field

  • February 2, 2024
  • 6 replies
  • 663 views

Hi Team,

I am populating Factsheet Type = User Group with Organization Data and the “Alias” field has details of an organization unit.

How can I reference the “Alias” field in factsheet type = User Group in another factsheet type “Application” (field = Business unit)

 

Does LEANIX allow cross factsheet type reference? 

 

Purpose - Identify which applications belong to which business unit. 

 

 

 

Best answer by Thomas Schreiner

Hi Sonia,

It’s not possible to link directly to an attribute in a fact sheet, the relation just connects two fact sheets. But what you could try to do is to make the alias a part of your display name, so that it’s displayed everywhere where the display name is shown. Something like: displayName = [BU Name] + Parent hierarchy name + UserGroup name.

Your CSM team can help you to change the formula for the display name, and I think they are able to integrate the alias in there as well. Please create a ticket to check with them.

6 replies

Thomas Schreiner
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  • 384 replies
  • Answer
  • February 5, 2024

Hi Sonia,

It’s not possible to link directly to an attribute in a fact sheet, the relation just connects two fact sheets. But what you could try to do is to make the alias a part of your display name, so that it’s displayed everywhere where the display name is shown. Something like: displayName = [BU Name] + Parent hierarchy name + UserGroup name.

Your CSM team can help you to change the formula for the display name, and I think they are able to integrate the alias in there as well. Please create a ticket to check with them.


  • Sophomore
  • 5 replies
  • October 17, 2024

This should be a roadmap item. It is often the case that you are faced with a choice to model at either a higher-level or lower-level level. If you choose to model at a lower level you still need to be able to see the information at the higher level. If not, then you must model the same relationships twice… once at each level… which is unmanageable. The key is to allow the higher-level relationship to be derived from the lower level relationship via an expression. Troux/Planview handles this really well and it is a major limiting issue that LeanIX is unable to do the same.


Thomas Schreiner
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  • Everlasting Love
  • 384 replies
  • October 18, 2024

Hi @nealmc 

Data aggregation and inheritance between different levels is one of the many reasons why we have developed LeanIX Automation Platform. If you want to try it out, please get in touch - I am pretty sure that many of your use cases are already covered in the 20+ predefined automations.


  • Sophomore
  • 5 replies
  • October 18, 2024

Definitely interested in trying this out. Managing different levels of details in models is quite important.


  • Sophomore
  • 5 replies
  • October 25, 2024

I looked at the link and this looks like it is something provided by a third-party. Can you please provide details about how this is offered?


Thomas Schreiner
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  • Everlasting Love
  • 384 replies
  • November 1, 2024

Hi @nealmc, Yes, this is a LeanIX partner product that’s available as an extension to LeanIX. I will get in touch via direct message so that we can discuss the details.