Adding a Calculated Member to an Account Dimension
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Adding a Calculated Member to an Account Dimension
- 1 Minute to read
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Complete the steps below to add a calculated member to an Account dimension:
- Navigate to Maintenance > Hierarchy > Hierarchy Management.
- On the Hierarchy Selection pane, select the Finance Hierarchies for Type, Account for Dimension, and Account for Hierarchy from the drop-down list.
- Click Show.
- Select a rollup node to place the new formula member under that node in the hierarchy.
- Click Add.
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. - Select the Node Type as Leaf Node and the Node Sub Type as Calculated Member from the respective drop-down lists.
- Click Add.
The New Member pane appears on the right side.
- Enter a Member Code and Member Name.
- Select a Rollup Operator from the drop-down list to apply at the Rollup level.
- 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:- 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.
- Drag and drop the required dimension members into the right pane to add the formula.
Rule Builder Tools: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.
- 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.
- You can update the Rule Definition for your reference if needed.
- Click Save to add the rule to the formula.
- 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.
- Under the Members section, select the necessary dimension from the drop-down list.
- Select the Variance Type from the drop-down list.
- Click OK to create the calculated member (reflected on the middle pane).
- Click Save.
The newly created calculated member appears in the hierarchy.
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