What is the purpose of field "Weight" in Dimension Accounts in Designer?
Thanks everybody for the support,
Finally I changed the signs in the external source in the ERP.
Best regards.
Weight provides a modifier when rolling up the children of a consolidated element. Weight can be very useful. It can be used to subtract expenses from revenue (or liabilities and equity from assets) where both numbers are positive (not natural sign). For example, Gross Margin is a parent of Sales and Cost of Goods Sold (COGS). Gross Margin and Sales each have a weight of 1. COGS has a weight of -1. In this case, if Sales has a value of $5,000 and COGS has a value of $2,000, Gross Margin would be $3,000. You can also use weight in period roll-ups. For example, headcount for a consolidated time period is often an average of its children or the value of the last period within the consolidated element. For a quarter, you would set the weight of the months to .333, .333, and .334 for an average and 0,0,1 when the quarter value is the last month.
Thanks Bill for your answer,
And, another question concerning weight, does it influence for the load in Infor d/EPM from other external sources, in automatic load with Import Master and importing flat files?
Because, finally, what I want i´ts to change the sign of the amounts of accounts of the liabilities and P&L for them to load in d/EPM with the opposite sign of its external source.
Thanks a lot!
Thanks afgain in advance!
Luis,
Weighting has no effect on how data is loaded. If you load a positive value, it will be positive. If you load a negative value, it will be negative. The use case you describe is a common one we see. Often we have to flip signs based on the account type. There are a couple of ways of doing this. First, you can flip the sign in the load process that loads the data. This is the usual approach we use. There are some times though you want to keep the accounts natural sign from the G/L and only display positive values on the reports. You can do this using rules or on the report itself. We normally use rules in this situation, because it allows you to create the logic once and use it on multiple reports, self-service, and the Excel Add-in. There are also settings within the out of the box planning application that allows you to set the display format to show positive values, but historically there have been some limitations on this, so we normally set it up ourselves when using custom components.
I hope this helps.
Bill Masterson
