05-18-2023 02:55 PM - last edited on 05-18-2023 07:25 PM by JackLacava
My CFO would like to be able to select a combination of children in our Department Dim and see our Net Income. Is there a way to dynamically calc that value. In the list below, he is asking if he can select to exclude IT from his query. We use FXGets alot but could also work in a QV member selection. Was wondering if maybe a BR could be created but not sure how to reference which to exclude in a FXGet. Would think it would have to be on the UD8 Dim or something. He wants to be able to toggle between different views. ie What does it look like without HR and Finance. Trying not to create a ton of Alt rollups in the Dim for all the different combinations.
Ex: UD1
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05-18-2023 07:23 PM - edited 05-18-2023 07:24 PM
You have two options:
In either case, you likely don't need a custom Dynamic Calc, they're not meant to allow user interaction with the formula.
05-18-2023 03:17 PM
Was thinking. Can you pass a parameter in FXGet. Idea would be to create a Member with formula and you pass the values in that dim that you want to sum together. So in the example above you would pass #Member Name#, HR, Finance. The member would be a Dynamic Calc member where it would add Plant BU's + HR + Finance to get a new Total value. Is that possible.
05-18-2023 07:23 PM - edited 05-18-2023 07:24 PM
You have two options:
In either case, you likely don't need a custom Dynamic Calc, they're not meant to allow user interaction with the formula.
05-22-2023 08:23 AM
Thanks, It was a long shot on the FXGet (My accounting grp loves them). Think now we are going split into two methods. Smaller reports (non-dynamic/licensed users) will use references back to fixed FXGet (we have an Excel guru who can build the logic) and for the more detailed reports go with the CV approach. This is one of those asks that I am not sure will be used that much but when your CFO gets excited about something, you find a way to deliver. Thanks.
05-20-2023 01:31 PM
Does he always want to exclude IT, or does it periodically change? it it's a consistent request, you could potentially load IT to a different U7 member. This could give you the ability to to toggle. Scratch this suggestion if the request inconsistent from period to period.