Dynamic Member Lists

For dynamic member lists, instead of listing all members of the member list, you enter rules to pull the information from the system. You can use Financial Management functions and arguments to build member lists. Use the Rules Editor to write rules with proper syntax.

This syntax creates a dynamic member list to get all USD entities:

If HS.Dimension = ”Entity” Then
  If HS.MemberListID=1 Then
    ELi=HS.Entity.List(” ”,” ”)
‘Entities are read into an array.
      For i=Lbound(ELi) to Ubound(ELi)
‘Loops through all entities.
      If (StrComp(HS.Entity.DefCurrency(ELi(i)),
      ”USD”,vbTextCompare)=0) Then
      HS.AddEntityToList ” ”,ELi(i)
‘String compares default currency for entity to USD. If there is a match, the entity is added to the member list.
      End If
      Next
  End If
End If

In this example, the system first gets the list of entities then compares the default currency for the entity value in the array with the desired value of USD. If the value is USD, the entity is added to the list. The system then processes the next entity in the array.