1 Reply Latest reply: Jun 9, 2014 8:34 AM by KKT RSS

    How to bring in Shared Members via Load Rule?

    983332

      I have a sample file where the second position should be created as a Shared Member for the Sales Manager.

      In the load rule, for the Build Dimension settings, I do have 'Do Not Share' unchecked.

       

      Load Rule:

      Parent0,Portfolio     Child0,Portfolio     Alias0,Portfolio     Portfolio Type0,Portfolio     Plan Type0,Portfolio

       

      Upon load, the second position does not get loaded to Existing Business, however Sales Manager does.

      I was expecting second position to load to Existing Business and Sales Manager where in Sales Manager, second position would be labeled 'Shared Members'

      Any help would be appreciated.

       

      Expected the following:

      Portfolio

           Total Portfolio

                Existing Business

                     P4410

           By Sales Manager

                BCASEY

                     P4410 (Shared Member)

       

      But received these results instead:

      Portfolio

           Total Portfolio

                Existing Business

           By Sales Manager

                BCASEY

                     P4410

       

      Here's the sample data to test with:

       

      Portfolio|Total Portfolio||||

      Total Portfolio|Existing Business||||

      Existing Business|P4410||Collective Trust/Commingled Tr|Defined Contribution|

      Portfolio|By Sales Manager||||

      By Sales Manager|BCASEY||||

      BCASEY|P4410||||