Question

Roll up specific subaccounts, or expand by unit in ARM report?

  • 25 April 2023
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Hi everyone,

 

I have an ARM reporting scenario that I'm looking for some insight on:

 

The Unit set has multiple levels. Below the consolidated level are two units: 1. "Divisions" unit that contains all divisions, each of which is a subaccount (basically a rollup of subaccounts), and 2. An "Executive" unit that is itself a single subaccount. At the Consolidated level I need the report to show Divisions and Executive for each row, but not all the subacounts within Division. I know how to expand by account or subaccount, but in this scenario I need a rollup of subaccounts + 1 separate subaccount, or an "Expand by Unit" option (which doesn't seem to exist). If I simply Expand by Sub it will show all the subaccounts under the Divisions umbrella, which they don't want. Below is an example in demo (didn't want to post actual unit set). 

 

Thanks in advance for any help!

 

 


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