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1 Reply Latest reply: Dec 4, 2012 3:38 AM by Madhavi Banavali RSS

Source Plan Type Problem

RodrigoAndréFaustino Newbie
Currently Being Moderated
Hello experts,

I would like to understand how Source Plan Type works for an Account that is present two plans.

We have an Account (% Chargeability) which is used in two plans (plan 1 - without Staff detail, plan 2 - with staff detail).
In plan 2, the account is input and it's calculated through a Business Rule at the aggregation levels.

I was expecting that at plan 1 the Account would be the result of the aggregation in plan 2 (Aggregation of Staff).

However, it seems that the Cross Reference isn't considering the aggregated values of plan 2 and is presenting the SUM of %Chargeability.

Do you know why this is happening and how we could solve the problem?

Regards,
Rodrigo
  • 1. Re: Source Plan Type Problem
    Madhavi Banavali Explorer
    Currently Being Moderated
    Can you check the automatically created XREF formula in the Plan 1 which is not the Source plan type for the given member?

    What I understand is in Plan 1 you do not have the staff dimension? Is that correct? If yes, then the XREF in Plan 1 should refer to the Dimension level or Relevant Parent level in the Staff dimension which exists in Plan 2.

    You will have to tweak the XREF to get the result.

    I hope I am getting your issue correctly.

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