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Adding an account from a different node

former_member196865
Participant
0 Likes
162

Hi Experts,

I have a report that looks like

                                             Period 1 Period 2

ExpenseExec  Department 1     1000     1000   

ExpenseExec  Department 2     2000     2500

ExpenseExec     Total               3000     3500

The formula for ExpenseExec in the master is

ExpenseExec=Expense-Exec

Basically Expense has a Exec node under it. The user has asked us to change the formula to

ExpenseExec=Expense-Exec+Account200

While I want to change the formula, I am not sure what other reports it will affect.

I am thinking of two ways

1) Create another member with desired formula similar to ExpenseExec

2) Create a local member that adds the account to the totals that are already there in the account.

Is there any other way of changing this other than the formula?

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Hi David,

I think both options will work properly, but the solution will depend upon your approach.

If your requirement is to change formula in single report then go with second option and if want change formula in all template go with first  option and change.

IT depend on your approach.

Answers (1)

Answers (1)

cecilia_petersson2
Active Participant
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Hi David,

I suggest the first approach. Creating a local member means than ExpenseExec would include different accounts in different reports, which could cause confusion.

/Cecilia