Create Dynamic Calculations

Dynamic calculations enhance the consolidation performance because the amount is calculated when requested for display and is not written to the database.

Account, Flow, and all UDs can contain dynamically calculated members.

  • There is no performance impact on consolidation times.

  • You can make dynamic calculations drillable so users can see the formulas running.

  • These calculations can be used for ratios or variances.

Two properties must be set to make the calculation dynamic: Account Type and Formula Type. Ensure that the Formula Type is set to DynamicCalc. If using on an Account dimension type, both the Account type and Formula Type need to be set to DynamicCalc.

Here are some common examples of how dynamic calculations are used:

  • Api.Data.Calculate(“Target = A + B”)

  • Api.data.calculate(“A#InsuranceExp = A#Payroll * A#InsuranceCostPcent”)

  • Api.Data.GetDataCell(“A + B”)

  • Return Api.data.GetDataCell(“A#GrossSales – A#ReturnsAndAllowances”)

Calculated Members and Example

In the Dimension Library, there are likely a few members that will be calculated using a member formula. Dynamically calculated members are members that use the GetDataCell function to return values based on math when they are queried.

These members require that a Formula Type of DynamicCalc be defined before writing a member formula.

NOTE: If this property is not defined, the member will return an error and the rule will not compile.

  • Display Results: This section tells the system how to display the results of the function.

  • Performs the DynamicCalc: This section tells the system to perform the DynamicCalc using the GetDataCell function.

  • Any Math syntax in a string: This tells the system what math you want it to perform.