The PARENT() function returns the immediate parent of a list item or time period in a hierarchy.

For example, you can use PARENT() to see which quarter a month belongs to.

PARENT(Child value)

ArgumentData typeDescription
Child valueList, time periodThe list or time period to return the parent of.

The PARENT() function returns a value of the same data type as the Child value argument. However, the level within the list hierarchy is different.

BehaviourPolarisClassic
Parent of Years in the Time listThe parent of Years is All Periods.All Periods has a Years time scale, which means Years is the parent of Years.
Formula timescale handlingFormula results aren't coerced into different timescales. If a formula returns a Months timescale result in a line item with a Years timescale, the formula is invalid.Formula results are coerced into different timescales. If a formula returns a Months timescale result in a line item with a Years timescale, the value is automatically converted and displayed in the Years line item.

PARENT(Time.'Jan 21')

Returns blank if Child value has no parent.

In this example, there are two lists, Outlets and its parent list Territories. The relationship between these lists is shown in the table below as they display in General Lists.


Parent
Outlet A1Territory A
Outlet A2Territory A
Territory ATotal
Outlet B1Territory B
Outlet B2Territory B
Territory BTotal
Total
New Outlet 1
New Outlet 2

The formula PARENT(ITEM(Outlets)) returns the parent of each item in the Outlets list.

Outlets

Parent

PARENT(ITEM(Outlets))

Outlet A1Territory A
Outlet A2Territory A
Territory A
Outlet B1Territory B
Outlet B2Territory B
Territory B
New Outlet 1
New Outlet 2

New Outlet 1 and New Outlet 2 aren't assigned to a parent item, so PARENT returns a blank value. Territory A and Territory B also return blank because their parent is Total, which is a Territory item, not an Outlets item.

For time periods, months roll up to quarters, and quarters roll up to years. The formula PARENT(Month period) finds which quarter a month belongs to.

Month period

Parent quarter

PARENT(Month period)

Feb 21Q1 FY21
Apr 21Q2 FY21
Aug 21Q3 FY21
Nov 21Q4 FY21