Forum Discussion

uvrao33's avatar
uvrao33
New Contributor
2 days ago

DynamicCalc Account roll-up

Hi All,

Is there any option/setting for DynamicCalc account data rolled up to its parent (account type is expense)

2 Replies

  • T_Kress's avatar
    T_Kress
    Valued Contributor

    No, I do not believe so.  By nature, a dynamic account is calc-on-the-fly so the data is not stored; therefore, it cannot roll up to a parent account (which is also agg-on-fly).  If you need a dynamic account to roll up, it needs to be a stored formula pass and not dynamic.

    • rhankey's avatar
      rhankey
      Contributor II

      Further to T_Kress's response, the other alternative is to stick with your existing Dynamic Calc formula, but also add a Dynamic Calc to the parent, which would aggregate the children.  With care, the aggregation Dynamic Calc formula should dynamically figure out what the children members are, while considering AccountType (if on the Account dim), AggregationWeight, InUse, so the formula doesn't need to change should someone alter the dim.  You would need to rinse and repeat up any additional ancestors above the dynamic calc.

      This strategy needs to be used by those who use Dynamic Calc's to compute a Cash Flow.