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Dynamic Member formula to compute ACTUAL (YTD values) + BUDGET (Remaining YTD) — Cloud Customer Connect
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Dynamic Member formula to compute ACTUAL (YTD values) + BUDGET (Remaining YTD)

Accepted answer


Good morning,

I'm trying to learn how to develop a member formula in the dimension editor that will compute the following SCENARIO:

  1. The YTD ACTUAL for a given range of Periods (stopping at a user selected Current Member in a POV) plus (+)
  2. The YEARTOTAL for BUDGET minus (-) the YTD BUDGET (again, stopping at a the Current POV for PERIOD)

The objective of this calculated scenario is that a user can pass a Period into a Report or SmartView ad-hoc and return a 10+2/8+4/7+5 (Actual YTD + Budget remaining) in a single column.

Content (required):

I know that this can be done using hidden columns/rows in a Report definition using the Range and Relative Member functions (for PERIOD). YEARS is constant (but user selected). VIEW is would be left as "Default" or "Periodic" for the POV argument if doing an ad-hoc.

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