Adding Custom Dimensions to the NFS_BS Trending Days in Month Member Formula

To make sure the DIO, DSO, and DPO forms work with new custom dimensions, add them to the NFS_BS Trending Days in Month member formula.

To add custom dimensions to the NFS_BS Trending Days in Month member formula:

1. Click the Navigator icon , and then under Create and Manage, select Dimensions.

2. On the Dimensions tab, in the Dimension field, select Account.

3. Click the expand arrow next to NFS_Balance Sheet Trending, and then again for NFS_DSO Model.

4. Select the NFS_BS Trending Days in Month member. Click Actions, then and select Edit.

5. On the Member Properties tab, set the Account Type to Revenue.

6. Click the Member Formula tab.

7. To add your custom dimensions to the member formula, on the first line, enter AND @ISMBR("<CustomDimension>"), where <CustomDimension> is a variable for the custom dimension. Repeat this step for each custom dimension you enabled.

   For example, if the new custom dimension is TaskType, enter AND @ISMBR("TaskType").

   The following screenshot shows AND @ISMBR("TaskType") added to the NFS_BS Trending Days in Month member formula:

   

8. Click Save to save the member formula and go back to the Dimensions tab.

9. Click Actions, and then select Refresh Database.

   1. If you see a warning message, click Refresh.

   2. Wait for the refresh to finish, and then click Finish. Or, you can click Run in Background.

Related Topics

• Setting Up Planning and Budgeting After Enabling Custom Dimensions

General Notices