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EPMLocalMemeber in IBP

OliverA41
Active Participant
0 Kudos
207

Hello,

I have in the RDS 1808 a planning view called SOP 051-

In this planning view is a type of key figure EPMLocalMemeber called "Customer Receipt Shortage"

Now I want to create more of this EPMLocalMemeber. How can I do this. I saw in this Forum, that there is under "Advanced" a EPM point but in my Excel Add-On I can't find this.

Regards

Oliver

Accepted Solutions (1)

Accepted Solutions (1)

OliverA41
Active Participant
0 Kudos

Hello,

I have checked my roles again and found the mistake. Now it is wokring. Thanks all for help

Regards

Oliver

Answers (6)

Answers (6)

ankpatel
Contributor
0 Kudos

Hi Oliver,

Can you share the screenshot of your IBP ribbon for Advance Tab?

Regards

Ankur

OliverA41
Active Participant
0 Kudos

Hello Ankur,

I have checked my user role and I have unrestriction settings.

Regards

Oliver

ankpatel
Contributor
0 Kudos

Hi Oliver,

Make sure you have access for Basic Planning Task and no restriction under Template (Read/Write)

Regards

Ankur

OliverA41
Active Participant
0 Kudos

Hi Anil, Hi Ankur


thanks for the response.

Can you give me more details for the correct role and user restiction. I can't find the correct catalog and role for that.

Thanks in advance


Oliver

ankpatel
Contributor
0 Kudos

Hi Oliver,

It is under Template Admin -> Advanced -> EPM Edit Report -> Local Member. If you can't see this option, it might be your security role issue. Check if an appropriate catalog is assigned to your role.

Also, as mentioned by Anil, Under Edit View -> Sheet Options -> check box for Activate Local Member Recognition. and write the formula against new KF as you write in excel and planning view will take it as local member.

Note - once you have a local member, save that view as template and don't change the position of Key figure's otherwise it will mess up your local member calculation.

Regards

Ankur

anil_gupta8
Advisor
Advisor
0 Kudos

try go planning edit option view you can find there local member check if local member is checked and then in your excel sher write manually Kf name and do some formula in one of cell with local members all relevant calculations in other cell will be filled automatically yiu can find this in help document hope this hrkps