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Exclusion of members..

Former Member
0 Kudos


In the EPM 10NW report, I need to exclude certain entity members from the display.

In the 'report editor' I am using the 'Exclude members' option in this regard.

These members are excluded from the report display, but still showing up in the hierarchy total in the display.

How to make sure that it is not showing up in hierarchy total.

Appreciate inputs.

Accepted Solutions (0)

Answers (3)

Answers (3)

lucas_costa3
Active Contributor
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Show only base members and them in member selector in the edit report use the feature "Member Sorting and Grouping". Check the option After/Before Group.

Refer the image below.

Cheers

Former Member
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Hi,

If you are using the parent member to get the totals, then it will include the excluded members also; since parent member is calculated based on the hierarchy.

If you dont want the excluded members to be summed up, then you need to have the custom sum formula in your excel, adding up the members appearing in the template. This can be done using local member.

Hope this helps.

Former Member
0 Kudos

You could try simply creating a new hierarchy that does not include those particular entities.  That would provide the report without excluding items and should also give you the total you are looking for.  Let me know if this helps.

Former Member
0 Kudos

HI Jeff,

This would not help.

There are different report for which the exclusion criteria is different and only for few selected.

How to make sure the excluded members are forming part of the hierarchy totals?


Former Member
0 Kudos

Well, it might not be quite as elegant, but then I would suggest maybe creating a local member to subtract out the excluded entities and show the "correct" total that you would like to see.  Will the excluded entities remain the same for a particular report?  It sounds like each report might have different entities, but that the excluded entities would not change within a single report.  Is that correct?  Would this help you out?