Subtotal of a Cube View expansion?
Is there an easy way to retrieve the subtotal of all the values returned in a Cube View expansion?
For instance, we might have on one Cube View Row with a nested expansion such as:
E#Company1, ...
Forum Discussion
Hi drgerrow: arbitrary subtotals are not one of OneStream's strong suits. There might be a few approaches to achieving your result.
- Real hierarchies (if applicable) - group the entities and accounts into real segments of your hierarchy
- Alternate hierarchies (again, if applicable) - outside of your standard CoA, but still allows you to get the aggregations you want
- Metadata + BR-Formula - tag the entities/accounts with your filtering logic, use a custom member formula to sum based on the metadata
- Dynamic Calcs (probably not applicable as you mention dynamic expansion)
- Cube View Math - what you're already doing. You might consider building the CV math with the maximum number of expansions and using IsRowVisible=False to hide blank rows.
If you need these groupings for more than 1 report, I'd recommend options 1-3 (in that order). If its just a single report, I would probably go the CV math route.