02-28-2023 11:07 AM
Hi, All
What's the best way to ensure a specific tree within the account hierarchy has only one member within it. Would like to have a "count greater than one" alert or a report we can run, as inadvertent accounts affect data integrity.
TIA!
Solved! Go to Solution.
03-03-2023 06:47 AM
Hi NAS,
There are many ways to achieve that. One of the simple ones could be to create a cubeview with a row member on Entity and export to excel where you would count the members. You could put this kind of formula in your cube view in rows and Time in Column
E#AllOrgs.Descendants.Where(HasChildren = False)
And obviously you go take a more complex road involving Business Rules... but lets keep it simple 🙂 This solution can be achieve in 10 minutes !
If it helps, please click on Kudo below. Thanks
02-28-2023 12:38 PM
Hey NAS!
You mean one specific base member? I am specifying as a parent is a member. I do not really understand what you need. Can you please give us more details and an example?
Cheers
03-01-2023 12:40 PM
Hi, Nicholas!
Yes, I do mean base member, not parents, although I wouldn't mind including them as well. For example, in a net income hierarchy, you would not want a rent expense base member to appear more than once or you would be double counting it. It's a double-check for me when I am moving members around multiple hierarchies. Thanks, Nicholas! Appreciate any thoughts you may have.
Cheers!
Best,
Noelle
03-03-2023 06:47 AM
Hi NAS,
There are many ways to achieve that. One of the simple ones could be to create a cubeview with a row member on Entity and export to excel where you would count the members. You could put this kind of formula in your cube view in rows and Time in Column
E#AllOrgs.Descendants.Where(HasChildren = False)
And obviously you go take a more complex road involving Business Rules... but lets keep it simple 🙂 This solution can be achieve in 10 minutes !
If it helps, please click on Kudo below. Thanks
03-03-2023 02:57 PM
Thanks! I would love the BR option, but I may be able to come up with that myself. I wanted to see if there were any other options before going down that road, but sounds like there's not too many other than what you described. I will give it a try when I have some time and post the solution here. Thanks so much!!