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EPM report Account addition

Former Member
0 Kudos


I have for each 500 entities  and I need their balance in selected 4 accounts to be displayed in rows of report.So I have 2000 rows. In columns there is lot of other details displayed using local member formula.

Out of these 4 accounts , 2 selected accounts are already parents needs to be totalled and displayed,rather than their individual amounts.

How to acheive this for each of 500 entities?


Currently what I am having is:

Entity 100        Account1
                     Account2
                     Account 3
                     Account 4


What I am trying to achieve is:

Entity 100      Account1
                     Account2+3
                     Account4


How to automate the total of Accounts 2+3 in each rows ,also avoid showing the individual lineamount of Account 2, Account 3.

Appreciate your inputs.


Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi,

Have you tried creating a local member formula?

Answers (2)

Answers (2)

bishwajit_das
Active Contributor
0 Kudos

Without disturbing the current PARENTH hierarchy, you can just maintain a parent node for Acount 2 & Account 3 in a different PARENTH hierarchy and create the report based on that hierarchy, then you will get the total of Accounts(2 + 3).

That will also reduce the number of rows from 500*4 = 2000 to 500*3=1500.

lucas_costa3
Active Contributor
0 Kudos

Can you manage this using hierarchy ?

Cheers!