on 09-19-2014 11:26 PM
I'm trying to replicate an entity selection I have made in the member selector screen with multiple filters into a EPMAxisOverride formula but I have not been successful. The output of the original selection (see attached file) maintains the hierarchy order while testing for each of the filters. When trying to recreate the EPM formula, the output is grouped by filters which is not the intended result. I'm pretty sure it's a matter of using the correct syntax in the EPMAxisOverride formula. Any help on this would be appreciated.
Thanks!
Daniel.-
Does anyone else have any additional options to solve this issue? Currently, I have bypassed this problem by using the Entity Context in the member selector window to allow user entity selection in the report. However, if user wants to copy report into multiple tabs, then they are limited to just one entity because the reports will all be linked to the entity context, thus my original post trying to replicate multiple filter using the EPMAxisOverride.
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Hi Daniel,
May be it's better to use EPMDimensionOverride? I tested and found no issues with multiple filters by property and hierarchy order. Please explain your requirements in details (dimensions on axis, selection criteria etc...)
B.R. Vadim
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Vadim,
I was trained on EPMAxisOverride formula. I'm not familiar with the EPMDimensionOverride? What's the difference and why would it work in one and not the other one formula?
Columns: Accounts
Rows: Entities
Users will select an Entity (most of the time a brand level) and then, the report pulls Product group, PCNONE, and Profit Center entities where PG and PCNONE are descendants of Profit Centers.
I need to maintain the same hierarchy structure as in the Entity dimension as shown below.
PG123
PG443
PG4509
PCNONE23
PC23 (Total)
PG345
PG325
PG908
PCNONE34
PC34 (Total)
I don't want to group the different entity types into big groups, as I stated above, they most maintain its hierarchy order.
Thank you!
Ups, just checked - no override happens:
=EPMAxisOverride("000";"TRUE";"TITLES";"ALL(1ALLINFILE) AND (PLANBE=BE1000 OR PLANBE=BE3000 OR PLANBE=BE4000),1ALLINFILE")
(In my case ";" is Excel argument separator)
But with single property value it's working:
=EPMAxisOverride("000";"TRUE";"TITLES";"ALL(1ALLINFILE) AND PLANBE=BE1000,1ALLINFILE")
It's also working like this (for 2 property values):
=EPMAxisOverride("000";"TRUE";"TITLES";"ALL(1ALLINFILE) AND PLANBE=BE1000,ALL(1ALLINFILE) AND PLANBE=BE3000,1ALLINFILE")
Vadim
EPM SP18 Patch 2 NET4
"your approach" - what approach? You mean:
=EPMAxisOverride("000";"TRUE";"TITLES";"ALL(1ALLINFILE) AND PLANBE=BE1000,ALL(1ALLINFILE) AND PLANBE=BE3000,1ALLINFILE") ?
yes, it will break the order.
but my first attempt to have
=EPMAxisOverride("000";"TRUE";"TITLES";"ALL(1ALLINFILE) AND (PLANBE=BE1000 OR PLANBE=BE3000 OR PLANBE=BE4000),1ALLINFILE")
resulted in not working function.
Looks like no syntax available to preserve the hierarchy order with EPMAxisOverride having multiple OR.
Vadim
Got it. Yes, my first formula wasn't working. That was just one of many attempts to get the formula working. I wonder what arguments is the member selector passing to the server in order to retrieve the data while maintaining the right hierarchical order. I guess, I can use context(ENTITY) as the entity in the member selector and then add a context selector formula in the report for users to click and choose the desired entity. I feel there's got to be a way to group the dynamic filters in a formula but it is not as common as a simple data pull.
Hi Daniel,
Try this: =EPMAxisOverride("000";;"ENTITY";"PARENTH1=TTL_HO_LESS_CRMRS AND (ENTITYTYPE=PG OR ENTITYTYPE=PCNONE OR ENTITYTYPE=PC) OR ID=TTL_HO_LESS_CRMRS "
Good luck!
Albert
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