Skip to main content
Member
July 26, 2026
Question

Need help updating member formula calculation for base level accounts

  • July 26, 2026
  • 0 replies
  • 17 views

Hi Folks,

 

i need help updating a UD5 member formula that should impact the base level accounts only. I want the consolidation to aggregate/consolidate parent accounts with the calculated base level values.

Currently my logic calculates all accounts including the base and parents and no consolidation/aggregation takes place. Basically i want the calculation to happen like the logic below:

For example:

For a given UD5 Member i.e. growth the member formula is driving certain calculations for the account hierarchy members.  For a parent account 1200, i want the member formula to update values for all its base members using the logic 2*3.

For all other accounts beside the account 1200 in the account hierarchy, i want the following logic applied 2+3 at the base level. 

After these two set of calculations at base level accounts, i want natural OS aggregation to calculate the rest of the accounts in relation to ud5 member where the logic is being applied.

Does anyone know how to go about this? Currently i am stuck at applying the logic to base level members only for both if and else if conditions. 

Thanks in advance.

-Uzimon