This feature is not available until general release (coming soon).

Hierarchy calculations allow you to look up and transform data across hierarchical structures (parent / child records). Hierarchy calculations apply to the account object only.

Suggested uses

Aggregate your key metrics—such as renewal orders or user activity—from subsidiary or child accounts up through parent accounts and entire account hierarchies. Unlike hierarchy roll-ups, hierarchy calculations have expanded calculation types and offer control for the filters of the accounts targeted.

• Renewal date: Imagine you have a parent account representing a company, and child accounts representing individual products. The renewal date is stored at the child (product) level, but your segmentation and analysis typically rely on data at the parent (company) level. With hierarchy calculations, you can now create a new attribute—such as the minimum or maximum renewal date—from the product-level data and roll it up to the parent account. This attribute allows you to display key renewal timelines at the company level, enabling more actionable account insights.
• Count of children in poor health: Let's say you want to identify parent accounts (e.g., companies) that have multiple products (child accounts) in poor health. Instead of manually reviewing each product account, use a hierarchy calculation to automate this process. By creating a new attribute that dynamically counts the number of child accounts in poor health, you can then filter by that attribute on the parent account—for example, create a segment of all companies with more than three products in poor health. This data point enables you to proactively target at-risk customers at the company level, without diving into each product individually.

Types of aggregations

Examples include:

1. SUM: Add the values in a numerical attribute of the same object type. Date attributes are not supported for this calculation.
   • Ex: Calculate the total Contract ARR for all child accounts where account type is Product
2. COUNT: Count the number of associated object records that meet a specific criteria.
   • Ex: Count the number of child accounts in poor health
3. AVG: Average the values in a numerical attribute on an associated object.
   • Calculate the average ARR across all child accounts in poor health
4. MIN: Find the minimum value of a numeric or date attribute across the same object type.
   • Ex: Calculate the first (MIN) renewal date
5. MAX: Find the maximum value of a numeric or date attribute across associated objects.
   • Calculate the last (MAX) renewal date
6. LOOKUP: Look up the value of an attribute across the same object type.
   • Look up Customer Success Manager on the parent account so it can be referenced on the child account

Create a hierarchy calculation

Build hierarchy calculations by defining the following:

• Segment to receive the new field (destination)
• Calculation type
• Associated object whose field you want to apply the calculation
• Filter for the associated object (source)

Example

Your hierarchy is made up of Company > Products. You want to count the number of:

• product accounts in poor health
  = Source (accounts that provide the values)
  
  
• under each company account with status paying
  = Destination (accounts where you want to see the final calculated result)

Hierarchy calculation (attribute) set up:

Result:⬇

The attribute will only be available to add for accounts that have a non-zero value for a hierarchy calculation. Hierarchy calculations are processed once per day in the nightly Totango run.

Steps

You can create up to 50 hierarchy calculations.

Edit a hierarchy calculation

You can edit display name, description, dimension, and visibility of the attribute, but the remaining properties are disabled after creation and cannot be adjusted.