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C
CAIGuySeanF
Member
April 26, 2022

Member Filter: Summation of an Expansion

  • April 26, 2022
  • 3 replies
  • 0 views

Hello,

Is there a way to aggregate the result of an expansion within a member filter?  For example, I have multiple entities that are Australian.  I would like to aggregate the balances of all of those entities into a single row.  I'm using the attached syntax which produces the entire list, but I would like all the results to be aggregated into one line item without all the underlying detail.  Does anyone know of a solution?

Thanks,

Sean

3 replies

C
CAIGuySeanFAuthor
Member
April 26, 2022

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K
Koemets
Newcomer
April 27, 2022

I'm wondering if you can do the alt hierarchy for this report sake. But you can definitely use the XFBR.

C
CAIGuySeanFAuthor
Member
April 27, 2022

We are trying to avoid the maintenance associated with an alternate hierarchy, would you happen to have sample XFBR to perform this task?

S
SxD
Member
May 4, 2022

Is this only for Quick Views or Cube Views/Reports as well? 

C
CAIGuySeanFAuthor
Member
May 4, 2022

Ideally QVs and CVs.  I tried to replicate the logic in a CV (CVR reference) and wasn't successful as it took only the top member expansion from the list.

S
SxD
Member
May 4, 2022

I don't know the XFBR Koemets mentioned, but I was thinking as an alternate route, maybe a UD8 (reporting) or Account with a DynamicCalc formula could meet your needs. Writing it so it calculates based on the Entity's currency or a text field. 

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