ReverseHierarchy
The ReverseHierarchy() function returns the levels of parents that are linked to a child on a specific date for a relationship that is common to all levels. A hierarchy in Quintessence consists of the same type of relationship that repeats from the parent to the child, from the child to the next child etc.
Related functions: Hierarchy, Relationship, ReverseRelationship
Syntax
ReverseHierarchy (Entity Code, Relationship, Levels, IAAD, Projection, Headers, Source)
| Classification Codes | The root node to traverse to. |
| Entity Codes |
An entity is any element in the Quintessence database that has data associated with it and is identified by a code, for example, an instrument, portfolio, country or manager.
The ReverseHierarchy() function requires an entity code that is at the leaf node (lowest level) of a hierarchy, in other words, the last child in a hierarchy of the same type of relationship.
|
| Relationship | The relationship between the parent and child entities, for example “Constituent”. This relationship needs to apply to the entire hierarchy. |
| Levels | The levels to be displayed (the first level is 0). |
| IAAD | The information ‘as at’ date. |
| Projection | The projection of the hierarchy. Possible options: none, parents, leaves. |
| Headers | Whether to include headers in the output or not. Possible options: none, row, column or both. |
| Source | The source of the data. Examples of sources: MarketDataProvider2, PortfolioAdministrator1, MarketDataProvider1 etc. |
| ShowError | If ShowError is set to TRUE, a standard Excel error message will be displayed if the function fails. |
Note:
Input parameters can consist of Quintessence functions. This includes functions that return ranges in cases where a parameter value can be a range.
Examples
Example 1. Return all levels of the ABCStockExchange’s 5-tier classification hierarchy
Example 2. Return specific levels of the ABCStockExchange’s 5-tier classification hierarchy
Note:
How your system administrator configured Quintessence determines which function parameters are required. In most implementations, administrators configure functions so that certain parameters default to specific values when left blank.
Example 1. Return all levels of ABCStockExchange’s 5-tier classification hierarchy
| Function |
| =ReverseHierarchy(“ABCStockExchange 5 tier classification”,”CZA,KIO”,”ICB Classification”,”0,1,2,3,4,5″) |
| Output | |||||
| ABCStockExchange 5 Tier Classification | Basic Materials | Basic Resources | Mining | Coal | CZA |
| ABCStockExchange 5 Tier Classification | Basic Materials | Basic Resources | Industrial Metals | Steel | KIO |
Example 2. Return specific levels of ABCStockExchange’s 5-tier classification hierarchy
| Function |
| =ReverseHierarchy(“ABCStockExchange 5 tier classification”,”CZA,KIO”,”ICB Classification”,”0,2,4″) |
| Output | ||
| ABCStockExchange 5 Tier Classification | Basic Resources | Coal |
| ABCStockExchange 5 Tier Classification | Basic Resources | Steel |