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MitPower01
February 15, 2024
Solved

Looking for sample Excel Add-in function XFGetMemberInfo for Account

  • February 15, 2024
  • 3 replies
  • 0 views

I tried using this function to pull the account description but keep getting an error.  I'm sure because I am using the wrong fields.  I looked for samples but can't find any. 

XFGetMemberInfo
This function retrieves the description in the system.  Each Parameter needs to be defined.
XFGetMemberInfo(MemberInfoType, DimTypeName, MemberName, NameorDesc, NameandDesc)

Best answer by aricgresko

XFGetMemberInfo only has 3 arguments.  If you wanted the description for an account called "Revenue", you would use this syntax.
=XFGetMemberInfo("Description","Account","Revenue")

3 replies

A
aricgreskoAnswer
February 16, 2024

XFGetMemberInfo only has 3 arguments.  If you wanted the description for an account called "Revenue", you would use this syntax.
=XFGetMemberInfo("Description","Account","Revenue")

M
MitPower01Author
February 16, 2024

Thank you so much!  I couldn't find that example anywhere in the admin guides.  And the fact that function template has 5 fields I would never have guessed.  Thanks Again!

A
aricgresko
February 16, 2024

You're welcome.  The easiest way I know of to check what arguments need passed in, is to begin writing the function in excel and clicking on the function arguments (fx) icon.  


aricgresko_1-1708088856259.png

 

R
RobbSalzmann
February 16, 2024

For those who find this looking for the same thing, here is the correct API:
XFGetMemberInfo(string memberInfoType, string dimTypeName, string memberName)

Valid options for memberInfoType:

Currency
CurrencyId
Description
DimId
DimName
Id
Name
NameAndDescription
NameOrDescription

 

Valid options for dimTypeName :
Note: DimTypeId in parentheses is just for reference, don't include it in XFGetMemberInfo:

Entity (0)
Consolidation (1)
Scenario (2)
Time (3)
View (4)
Account (5)
Flow (6)
Origin (7)
IC (8)
UD1 (9)
UD2 (10)
UD3 (11)
UD4 (12)
UD5 (13)
UD6 (14)
UD7 (15)
UD8 (16)

 

W
WillVitale
August 20, 2024

Hey Robb,

Is there way to pull the "Text" section using XFGetMemberInfo? Like any of the Text 1 to Text 8 fields?

Thanks,

Will

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