Forum Discussion

uvrao33's avatar
uvrao33
New Contributor II
7 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)

7 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.

      • uvrao33's avatar
        uvrao33
        New Contributor II

        Hi rhankey, thanks for your prompt response. Yeah, I changed parent attribute to dynamic then children's data rolled up to its parent. unfortunately, this account under P&L hierarchy and some of parent members are referring in member formula.

    • uvrao33's avatar
      uvrao33
      New Contributor II

      Hi T_Kress, thanks for prompt response, actually I wrote member formula and not getting correct output. When I change account type and calculation as Dynamic then retrieving correct output. below is the formula

      Account_OP = (Acct1+ Acct2)/ (Act1+Act2+Act3+act4) * Acct5, I observed that division not working. I seen diff between manual division and system division but whereas using Dynamic property then the system calculated correct value.

      Is there any syntax for getting correct result of division.

      • rhankey's avatar
        rhankey
        Contributor II

        Formulas with division almost always have to be computed as dynamic calcs, so they occur after any dimension aggregation.  Performing division as a stored calc will be correct with base level data, but will usually not provide the desired results as you aggregate up the hierarchy.