Dynamic Member Lists

For dynamic member lists, instead of listing all members of the member list, you enter rules to select members that meet specified criteria. Criteria are member properties such as currency or account type. The list is generated dynamically each time it is accessed by a user.

You can use Financial Management functions and arguments to build member lists.

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 lists of entities is received into an array. For each entity in the array, the value of the DefaultCurrency property is compared with the preferred value of USD. If the value is equal to USD, the entity is added to the list. The system then processes the next entity in the array.