Skip to main content

Symon.AI Help Center

Hierarchy validator

Abstract

Identify any errors that could break the hierarchy.

Use the Hierarchy validator tool to identify any errors that could break the hierarchy. Clean any invalid rows before you upload your data.

When to use this tool

Use this tool to identify errors that can break your hierarchy. Build your pipe and then clean the invalid rows prior to uploading your data to Varicent Sales Planning.

Note

Preview returns results based on the first 10,000 rows of data. For data sets over 10,000 rows, build your pipe and switch from  Preview to Last built to ensure that the entire data set is used to validate the hierarchy before cleaning your data.

When the tool runs, two columns are added to the output:

  1. A row to indicate whether the row is valid or not.

  2. A row to indicate an error message if there is one.

Configuration

Select the applicable columns in your data set from the drop down in each field to configure this tool:

Table 47. Hierarchy validator

Field

Description

Key

Select the key to use to roll up to the Parent key. For example, Account ID.

Parent key

Select the key to use for the parent of the Key column. For example, Group ID.

Name

Select the name of the key. For example, Company name. This field is optional.

Parent name

Select the name of the Parent key. For example, Parent company name. This field is optional.



Note

Ensure that each field has a unique column. If you try to select the same column for more than one field, an error message stating Hierarchy columns must be unique appears.

Error messages

The Hierarchy validator finds and displays errors in a separate column in the row viewer. The following errors could be found in your data set:

  • Circular reference error: This error indicates that a higher-level value is trying to roll up to a lower-level value and vice versa. This error would appear in all records.

  • Invalid parent key error: This error indicates that a parent key is missing in the key column.

  • Duplicate key error: This error indicates that this key could exist in multiple spots. Each key must roll up to one parent only and have a unique name. This error would appear beside all rows with the same key.