Copy Steps with Calculated Accounts and Exception Aggregation

For copy steps and cross-model copy steps, it's possible to choose calculated accounts and accounts that use exception aggregation as source members for copy rules, but take note of these limitations.

  • You can’t add one of these accounts as a source member for a copy rule if any of its ascendants or descendants in the hierarchy are also source members.

  • You can’t select source members from different hierarchies of the same dimension.

  • For cross-model copy steps, if the dimension has parent-child hierarchies, you must choose source members from the same hierarchy used to filter that dimension in the data action. If you haven’t filtered the dimension, you must use the default hierarchy.

  • The data action may take longer to execute.

If one of these problems occurs, a message will identify the cause of the problem.

Note
These limitations don’t apply to accounts with exception aggregation when you configure copy rules so that the data does not need to be aggregated. To do this, create a copy rule for each leaf member of the exception aggregation dimension, instead of using a default value or non-leaf source members.