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DTS for account member with member formula doesn’t calc the expected YTD amount

edited Jun 13, 2025 9:40AM in Planning 4 comments

Summary:

We have a base dynamic calc account member with member formula that has slightly different calculation with period dimension at different level – periodic, quarterly, yearly.

The difference is like a weighted average on calculation of account members, for eg:

if at period level like [Jan] the formula is Account1/Account2,

if at quarter level like [Q1], the formula is Account1/Account2 * 2 / Account3

if at year level like [YearTotal], the formula is Account1/Account2 * 6 / Account3

Eg: Period Dimension Hierarchy

  • Period
    • YearTotal (Dynamic Calc)
      • Q1 (Dynamic Calc)
        • Jan (Store)
        • Feb (Store)

The account member has time balance property as average, and it is storing something like the value of “No. of Units”.

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