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Former Member

Local member formula to sum only baselevel member

Hi Expert,

I have a template wherein rows are dynamic (i.e. it changes based on selection) and rows contains parents as well as base level members.

I need to have local member formula at the end which totals only values of base level members. I have gone through = SUM(EPMALLMEMBERS), however it includes parent member also in the calculation.

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3 Answers

  • Apr 11 at 04:59 PM

    In order to sum base members create extra column with local member containing property CALC =EPMMemberProperty(;A2;"CALC")

    Then in Total local member row use Excel SUMIF based on CALC property.

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  • Apr 09 at 05:35 PM

    Use hierarchy parent instead of local member! Strange idea to talk about local member.

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    Former Member
    Apr 11 at 11:15 AM

    Below is the example of the data. I want to total all the base level member which are visible in report excluding the Base level Account 4, cause that member is excluded from the report.

    Why I am not taking total of "Balance sheet" and "Profit & Loss" is because it will have the value of the member which I have excluded in report.

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    • Former Member

      Cause total of Balance sheet and Profit loss forms Trial Balance :)

      And in Trial balance we want total of Balance sheet and Profit loss (excluding Current year retained earning account from template).

      And that's where I am facing issue with that exclusion of Current year retained earning account. I cannot simply take the total of top node Balance sheet and Profit and loss.

      I have prepared the report and given selection along with exclusion of CYRE account and I want to make sure total of Balance sheet (Excluding CYRE Account ) and Profit and Loss account comes to zero.