Adding a Calculated Member to an Account Dimension

Complete the steps below to add a calculated member to an Account dimension:

1. Navigate to Maintenance > Hierarchy > Hierarchy Management.
2. On the Hierarchy Selection pane, select the Finance Hierarchies for Type, Account for Dimension, and Account for Hierarchy from the drop-down list.
   
   
3. Click Show.
4. Select a rollup node to place the new formula member under that node in the hierarchy.
5. Click Add. The Add New Member pop-up appears.
   
   
   Note:

   If you have selected Read Mode as the default view, click Edit Hierarchy (on the top right) to view the Add icon.
   
   
   
6. Select the Node Type as Leaf Node and the Node Sub Type as Calculated Member from the respective drop-down lists.
   
   
7. Click Add. The New Member pane appears on the right side.
8. Enter a Member Code and Member Name.
9. Select a Rollup Operator from the drop-down list to apply at the Rollup level.
10. Click the Select Formula icon to set up the rule.
    
    
    Set the Rules for the Calculated Member 

    To set the rules for the calculated member, follow the steps below:

    1. Under the Members section, select the necessary dimension from the drop-down list.
       Note:

       Utilize the Functions section to set the formula using the pre-defined system functions.
       
    2. Drag and drop the required dimension members into the right pane to add the formula.
       
       Notes:

       • You can select dimension members from various dimensions using the drop-down menu.
       • If you are adding a comma, enclose the rule in parentheses. 
       
       Rule Builder Tools:  
       • • Reset - Clear the currently added dimension members and revert to the previously saved state. 
         • Copy - Copy the syntax.
         • Paste - Paste the copied syntax.
         • Check syntax - Click to validate if the syntax is correct or not.
         • Check Auto Syntax - Enable this option to auto-validate the syntax when you save the rule.
         • Clear - Removes the rule and rule definition.
           
    3. You can update the Rule Definition for your reference if needed.
    4. Click Save to add the rule to the formula.
    5. Click Close to proceed.
       The defined formula and rule definition on the Rule Builder page will be reflected in the Formula and Formula Content, respectively.
    
    
11. Select the Variance Type from the drop-down list.
12. Click OK to create the calculated member (reflected on the middle pane).
    
    
13. Click Save. The newly created calculated member appears in the hierarchy.