Forum Discussion

Kathleen's avatar
Kathleen
New Contributor
3 years ago

Dynamic Calculation without aggregation and consolidation

Hello,

I am trying to have a member rule dynamically calculate and not consolidate to parent entities, which is working.  However, it also needs the member rule to override the summation of MTD to YTD.  I need the account to recalculate always.  

i have a simple api.data.GetDataCell ("A#Account1 / A#Account2)

I have the settings:

  • account type: dynamically calculate
  • formula type: dynamically calculate
  • Is consolidated: Conditional

is there something else i need to do?  thank you

Finance
  • EricOsmanski's avatar
    EricOsmanski
    3 years ago

    Dynamic Calcs do not consolidate or aggregate. They recalculate at each intersection being retrieved. Can you provide more information on what is meant by "override the summation of MTD to YTD"?

  • EricOsmanski's avatar
    EricOsmanski
    Valued Contributor
    3 years ago

    Dynamic Calcs do not consolidate or aggregate. They recalculate at each intersection being retrieved. Can you provide more information on what is meant by "override the summation of MTD to YTD"?

    • Kathleen's avatar
      Kathleen
      New Contributor
      3 years ago

      Thank you for the confirmation.  that was helpful.  i was having a difficult time getting calculations to work.  There were many accounts dependent on other accounts to get the correct answer.  I believe the issue was that the one account (denominator) in my calculation was bringing in an account from another scenario that was set as balance, and I need it to be a flow account.  I had to bring in the account and add it to the previous period to be able come up with the correct amount.  Thanks again