Conditional member selection

[trond_valldal]

Hi

does anyone have experience with conditional member selection, both in EPM and Journal Entries? E.g. if I select member X from dimension 1, I can only see/select a subset, e.g. members B, J, and K of dimension 2 (even though the total member set of dimension 2 is A to Z)? If so, how did you achieve it?

Thanks and regards

Trond

[former_member186338]

Hi Trond,

This is not possible using standard member selection forms.

For EPM you can use EPMSelectMember or EPMContextMember like:

=EPMSelectMember(;"DE";"CURRENCY=EUR";"ENTITY")

where CURRENCY=EUR - filter by property that can reference some cell.

For journals - no way.

Vadim

P.S. Better sample:

=EPMSelectMember(;"DE";"ID=DE;ID=FR";"ENTITY") - will show the list: DE,FR

[trond_valldal]

As always, thanks, Vadim! Will try that. 🙂

[former_member186338]

The rest can be done with Excel formulas:

Create table:

First column - values for dimension 1

Second column - line like ID=DE;ID=FR...

Use VLOOKUP by current member of dimension 1 to get the appropriate line of dimension 2 ID's

Result of VLOOKUP - as EPMSelectMember filter...

P.S. Sample: