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How to reduce the top Node Value by several accounts - wihout having them displayed in EPM?

Hey Folks,

following Situation we have a very Long ACCOUNT hierarchy and in Terms of providing a better Performance I just put the top nodes which show the total value of the accounts in the Report.

Structure is like this:

1. NodeA (5000€)
1.1. ACCOUNTA (1000€)
1.2. ACCOUNTB (1000€)
1.3. NodeB (3000€)
1.3.1 ACCOUNTC (2000€)
1.3.2 ACCOUNTD (1000€)

2.NodeC(3000€)
2.1. ...... and so on

So the requirement is here to show only the top nodes of the hierarchy.

1.NodeA(5000€)
2.NodeC(3000€)

BUT - it si requested to leave a few accounts out of the total Value. So in this example we could say ACCOUNTD should be left out:

1. NodeA (4000€)
1.1. ACCOUNTA (1000€)
1.2. ACCOUNTB (1000€)
1.3. NodeB (2000€)
1.3.1 ACCOUNTC (2000€)

2.NodeC(3000€)
2.1. ...... and so on

But in the Report we don't show the Accounts (that's why we can't exclude it with a filter by property or so) and that's why we can't use the calculate parents in hierarchies Feature from EPM Report Editor)

We just have

1.NodeA(5000€) --> and want to exclude the value of ACCOUNTD here --> so it should just Display 4000€
2.NodeC(3000€)

Does somebody has an idea how to realize that in a performant way? Because i realized it already via Excel formulas and EPM local members but this killed the performance of the Report....


Thanks in advance!
regards from Germany!

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2 Answers

  • Posted on Oct 14, 2016 at 08:35 PM

    You can't exclude some child value from node without calculating the "node" by Excel formula!

    The only other way - to create extra hierarchy with different node name and different list of children...

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    • Hi Maximilian, I agree with Vadim. You need to create an alternate hierarchy with the members you want to rollup to NodeA which would be called NodeA_ALT in the secondary (alternate) hierarchy.

      You could also use local members as you said. What is the performance with/without local members?

  • author's profile photo Former Member
    Former Member
    Posted on Oct 17, 2016 at 06:11 AM

    Hi Maximilian,

    Can you plaese explain your requirement with the help of Excel representation?? Not able to understand it through above given explanation....

    Regards,

    JP

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