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uvrao33
May 6, 2025

DynamicCalc Account roll-up

  • May 6, 2025
  • 1 reply
  • 0 views

Hi All,

Is there any option/setting for DynamicCalc account data rolled up to its parent (account type is expense)

1 reply

T
T_Kress
May 6, 2025

No, I do not believe so.  By nature, a dynamic account is calc-on-the-fly so the data is not stored; therefore, it cannot roll up to a parent account (which is also agg-on-fly).  If you need a dynamic account to roll up, it needs to be a stored formula pass and not dynamic.

R
rhankey
May 6, 2025

Further to T_Kress's response, the other alternative is to stick with your existing Dynamic Calc formula, but also add a Dynamic Calc to the parent, which would aggregate the children.  With care, the aggregation Dynamic Calc formula should dynamically figure out what the children members are, while considering AccountType (if on the Account dim), AggregationWeight, InUse, so the formula doesn't need to change should someone alter the dim.  You would need to rinse and repeat up any additional ancestors above the dynamic calc.

This strategy needs to be used by those who use Dynamic Calc's to compute a Cash Flow.

U
uvrao33Author
May 8, 2025

Hi rhankey, thanks for your prompt response. Yeah, I changed parent attribute to dynamic then children's data rolled up to its parent. unfortunately, this account under P&L hierarchy and some of parent members are referring in member formula.

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