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Former Member

BPC EPM Member filtering on selected members

I need to create a EPM report with Account dimension members selections in rows as follows

1) All base members of node H1_CASH

2) All base members of node H1_OTHER_ASSETS

There is a property on ACCOUNT called ACTGRP. From the above two base member selection I need to 3) Exclude all accounts that have ACTGRP = RECON.

Thanks,

Bobby

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3 Answers

  • Best Answer
    Apr 26, 2017 at 04:00 PM

    Easy:

    In the member selection dialog add the following (including 2 times filter by property).

    Select first 2 lines:

    Then press Merge Members:

    Do the same for the remaining 2 lines.

    You will get what you want.

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  • Apr 26, 2017 at 07:24 PM

    Yes, you can use excluded member option to exclude members by property.

    And if you have 15 parents then Exclude members can be a better option (but it's better to mention it in the original question)...

    P.S. For 2-3 parents it's better to have everything in one place, but with 15 parents - you can survive without perfect visibility.

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    Former Member
    Apr 26, 2017 at 06:58 PM

    Thank you Vadim,

    I have several other selection about 15 nodes, so using this method, I have to add the same Property filter 15 times and merge it with each of the node selections. This is not an efficient method but i guess this is what we have. :(

    Can we achieve something similar by using member exclusion .? This filter is more like a global filter. Doesn't make it convenient to add to each selection.

    Thanks,

    Bobby.

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