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KK2012's avatar
KK2012
New Contributor III
5 months ago

Move member from One Parent to other parent member

Hi Team, We have client requirement that, Member needs to be moved from one parent to other parent. In this process, it should not impact rollup data for old parent for historical months. If any ha...
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  • KarlT's avatar
    KarlT
    5 months ago

    Hi, can I ask which dimension does this relate to?

    If this is the entity dimension then you can use the relationship settings (percent consol etc.) and vary them by time. So the member would remain under both parents but only consolidate to the appropriate one based on the time period.

    If however, this is any other dimension, that approach won't be possible. Since the parents are aggregated on the fly, you will need to maintain alternate hierarchies. Users can then report on the old and new structures as required.

KarlT's avatar
KarlT
Contributor III
5 months ago

Hi, can I ask which dimension does this relate to?

If this is the entity dimension then you can use the relationship settings (percent consol etc.) and vary them by time. So the member would remain under both parents but only consolidate to the appropriate one based on the time period.

If however, this is any other dimension, that approach won't be possible. Since the parents are aggregated on the fly, you will need to maintain alternate hierarchies. Users can then report on the old and new structures as required.