This section describes detailed examples of local
members, including how to use keywords in local member formulas and which item
a local member can be attached to.
Calculate the sum of the sales performed in various periods of 2010 - Example 1
You want to calculate the sum of the sales
performed for any time period displayed in the report.
In the report below, you have entered the
following formula in cell E2: =SUM(B2:D2).
The Total local member sums all the time members
currently displayed in the report, that is January, February and March.
| |
A
|
B |
C |
D |
E |
| 1 |
|
Jan. 2010
|
Feb. 2010
|
March 2010
|
Total |
| 2 |
Sales |
2134
|
2303 |
2405 |
6842 |
Note As you have specified a member range by
entering
=SUM(B2:D2), the
selection is dynamic and if you remove February for example, the sum is updated
accordingly. Also, if you add April, the sum is updated accordingly. If you had
entered
=B2+C2+D2, the
sum would not be updated accordingly.
When you click
Edit Report
and select the
Local Members
tab of the
Report
Editor, you can see the following details on the local member:
- the
local member is attached to the Period hierarchy (the
Hierarchy
option is selected),
- the
keyword EPMSELECTEDMEMBERS is used in the local member formula
=SUM(EPMSELECTEDMEMBERS(TIME))
Calculate the sum of the sales performed in various periods of 2010 - Example 2
Like in Example 1, you want to calculate the sum of
the sales performed for any time period displayed in the report.
However, if other dimensions are in the same axis
as the Time dimension, you need to use the keyword EPMALLMEMBERS in your local
member formula: =SUM(EPMALLMEMBERS(TIME))
Calculate the difference between the forecast and the actual sales
You want to calculate the difference between the
forecast sales and the actual sales.
In the report below, you have entered the
following formula in cell D3: =C3-B3.
| |
A |
B |
C |
D |
| 1 |
|
Actual |
Forecast |
Difference |
| 3 |
Sales |
32510 |
30450 |
2060 |
When you click
Edit Report
and select the
Local Members
tab of the
Report
Editor, you can see the following details on the local member:
- the
local member is attached to the last member in the report, Forecast (the
Member
option is selected),
- the
keyword EPMMEMBER is used in the local member formula
=EPMMEMBER([CATEGORY].[].[FORECAST])-EPMMEMBER([CATEGORY].[].[ACTUAL])
Note Since the local member is attached to the
Forecast member, and provided that Actual is also displayed in the axis, the
local member will always appear after Forecast for each occurrence of Forecast
in the report (in the case of nested dimensions for example).
Calculate the percentage of changes in costs between 2005 and 2006
You want to calculate the percentage reflecting how
personal costs have changed between 2005 and 2006.
In the report below, you have entered the
following formula in cell F2: =E2/C2-1.
| |
A |
B |
C |
D |
E |
F |
| 1 |
|
Total 2005
|
Total
2005 |
Total 2006 |
Total 2006
|
|
| 2 |
|
Bonus Expenses |
Personal Costs |
Bonus Expenses
|
Personal Costs
|
(fn) Personal Costs
|
| 3 |
All Cost
Centers |
30000 |
25000 |
32000 |
28000 |
12% |
When you click
Edit Report
and select the
Local Members
tab of the
Report
Editor, you can see the following details on the local member:
- the
local member is attached to the following combination of members (the
Member
Combination option is selected): Total 2006 and Personal Costs. The
local member is displayed only if the members Total 2006 and Personal Costs are
displayed in the same axis. If you enter this combination of members somewhere
else in the report, the local member will also be displayed.
- the
keyword EPMTUPLE is used in the local member formula
=EPMTUPLE([TIME].[PARENTH1].[2006.TOTAL];[P_ACCT].[PARENTH1].[CE0004000];)/EPMTUPLE([TIME].[PARENTH1].[2005.TOTAL];[P_ACCT].[PARENTH1].[CE0004000];)-1
Displaying the type of accounts of the members displayed in the row axis
You want to display the type account for each
member displayed in the row axis of the report.
In the report below, you have entered the
following EPM function in cell B2: =EPMMemberProperty("connection";A2;"Account
type"). For more information on the EPMMemberProperty function, see
EPMMemberProperty.
| |
A |
B |
C |
| 1 |
|
(fn) Account |
2010 |
| 2 |
Interest
Income |
INC |
40 |
| 3 |
Tax
Refund |
INC |
239 |
| 4 |
Personal
Care |
EXP |
12 |
| 5 |
Vacation |
EXP |
202 |
When you click
Edit Report
and select the
Local Members
tab of the
Report
Editor, you can see the following details on the local member:
- the
local member is attached to the column axis (the
Column Axis
option is selected): for each member in the row axis, its type of account is
displayed in a column.
- the
keyword EPMDIM_CURRENT_MEMBER is used in the local member formula
=EPMMemberProperty(, EPMDIM_CURRENT_MEMBER(P_ACCT), "Account type")
Calculating any members that are displayed in specific rows or columns
You want to calculate the sum of the members that
are displayed in the first and the second rows of the report.
In the report below, you have created a local
member on the row axis by entering the following formula in the
Local Members
tab of the
Report
Editor: =EPMPOSITION(1)+EPMPOSITION(2)
The local member calculates the sum of members that
are on the first and the second rows of the report.
The row axis displays context members. When you
change the context, the row axis will update accordingly and the local member
will continue to function.
In the context, 2007 is selected. As the row axis
of the report below contains context members, 2007 periods are displayed.
| A |
B |
C |
D |
| 1 |
|
Personal Costs |
Other Costs
|
| 2 |
2007
S1 |
2345 |
345
|
| 3 |
2007
S1 |
5657 |
596
|
| 4 |
(fn)
total |
7002 |
941 |
You change the context and select 2008. The report
is updated accordingly and the local member continues to function.
| A |
B |
C |
D |
| 1 |
|
Personal Costs |
Other Costs
|
| 2 |
2008
S1 |
2386 |
256
|
| 3 |
2008
S1 |
5231 |
632 |
| 4 |
(fn)
total |
7617 |
888 |
Note
- If
you attach this local member to a dimension/hierarchy, as explained in the
first example, you can select any member of the dimension and the calculation
will be performed. If you attach this local member to an axis, you display
members in the axis for any dimension and the calculation will be performed.
- You
can also attach a local member to the row or column axis at a specific
position. To do so, select the
Use Position in
Axis option in the
Sheet
Options. In our example, if this option is selected, you can see
the local member details in the
Local
Members tab: the local member is attached to the column axis and
inserted at position 3.