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ChrisBriscoe's avatar
ChrisBriscoe
New Contributor II
2 days ago

Hybrid Scenario – Pre-Aggregated Member Setup for Entity Summarization (V8.4)

Hi Team,

I’m working on a Hybrid Scenario setup where the goal is to copy data from a source scenario to a management (MGT) scenario. This allows the MGT team to work with the data independently, using their own workflow with high-level access. So far, the base data copy works well.

However, I want to summarize entity data in the target scenario so that users only see Entity parent nodes, while maintaining visibility of all other 17 dimension members (Account, UD1-UD8, etc.).

To achieve this, I tried creating a dummy parent member (Entity X) in a new Entity dimension that mimics the top-level parent from the legal entity hierarchy (Entity Y). My intention was to use this structure in the Pre-Aggregated Members field in the Hybrid Scenario configuration, effectively copying:

Entity X = Entity Y

Unfortunately, this method worked successfully in Version 7.4, but does not appear to function as expected in Version 8.4.

Maybe in version 9.0 +, we can successfully configure pre-aggregated entity mappings for Hybrid Scenarios?

Can we customize this to version 8.0 and above?

Would appreciate any advice or examples from the community if you’ve made this work in your applications.

Thanks in advance!

Chris

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2 Replies

  • JackLacava's avatar
    JackLacava
    Community Manager
    2 days ago

    Officially, only account-type dimensions (Account, Flow, UD1-8, Origin, IC) are supported in the pre-aggregation property in all releases.

    Unofficially, in most releases Entity also works, as you found out. I can't test it right now but I believe it works in 8.5 and above. We just don't make any guarantees about that being the case, today or in the future.

    In the worst case, you can do it the "old school way", with a regular Formula on the Scenario.

    (And when I say old-school, I don't mean no Tupac or Biggie - I mean Grandmaster Flash and the Furious Five...)