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.
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:
By Sales Manager
P4410 (Shared Member)
But received these results instead:
Here's the sample data to test with:
Total Portfolio|Existing Business||||
Existing Business|P4410||Collective Trust/Commingled Tr|Defined Contribution|
Portfolio|By Sales Manager||||
By Sales Manager|BCASEY||||
While creating rule file , Set the following Dimension Building settings:
Build Method: Use Parent/Child ReferencesIn Dimension Build settings -> Existing Members: Allow Moves OFF, Allow Attribute Changes ON, Do not share OFFMember Update: Merge