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Adaptive Planning
Last Updated: 2023-06-23
Rollup Mode for Custom Expansions in customReportValues API

Rollup Mode for Custom Expansions in customReportValues API

Preview Date: 2025-06-13. Production Date: 2025-06-13.
We add a new rollup mode, 'X' to the custom expansion states within the customReportValues API. This new rollup mode enables you to specify the parent nodes within a dimension value that you want to expand to display immediate descendants and their associated data.

Changes

In customReportValues API, you will now see a new option, 'X', available in the rollup mode attribute. Selecting rollup mode 'X' enables the start-Expanded property, allowing you to specify the initial node(s) for hierarchy expansion.
Example: Your hierarchical structure includes:
  • HQ with an ID of 1.
  • Engineering with an ID of 2.
You can use rollup mode 'X' with start-Expanded set to "1,2". This expands the 'HQ' node and then continues expansion from the 'Engineering' node.

Business Benefits

  • Provides greater control over how your data is presented in reports and analytics.
  • Simplifies the process of configuring specific hierarchical expansions. Previously you could achieve this only using Matrix reports.
  • Eliminates the need to create multiple separate elements using a different rollup mode ('C') to replicate this behavior.
  • Saves you time and streamlines your report definitions.

What Do I Need to Do?

For parent dimensions that you want to display as expanded, you must:
  1. Select the X option for the rollup-mode attribute.
  2. Specify the IDs in the start-Expanded property.

What Happens If I Do Nothing?

There's no change to existing behavior. You won't be able use the custom expansion feature for rollup-mode.