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Function documentationDynamic Expansion Locate this document in the navigation structure

 

You use this function to dynamically change the members displayed in a report, based on any number of criteria.

Dynamic expansion utilizes Planning and Consolidation functions. The expansion functions are:

  • EvEXP

  • EvNXP

Features

Dynamic expansion has the following features:

  • The system detects when a new dimension member is added to the application. When you use expansion formulas in your reports and input schedules, the new member is automatically displayed when you select a dynamic expansion formula that calls for the member (provided you have updated your dimensions from the server; for more information, see Client Options).

  • You can set dynamic expansion to automatically expand each time the current view is changed in a report or input schedule.

Activities

To set dynamic expansion, open the report or input schedule for which you want to enable automatic dynamic expansion and from the action pane choose   Set workbook options   Expand on CurrentView change  .

Example

With dynamic expansion you can do much of your analysis in one report. By just changing the current view of the expansion member you can yield a new set of data. For example, say you have a report with Accounts in the rows. The expansion in this report is based on the AccountType property of the current Account member. The current account is Revenue, which is an income account; therefore, the system returns all accounts with the AccountType INC in the report body. If you change the current account member to Salaries, which is an Expense account, the members displayed in the report body change to expense account.

More Information

Expansion Functions