I've set up a Unit Set hierarchy for consolidation, where Company A is the parent of B and C. Based on the documentation, Company A should show the consolidated data of its sub-units. But when I run the report for Company A, it’s not totaling B and C correctly. Is there a specific setting in the Unit Set or Report Definition that I might have overlooked?
Best answer by nasir
Hi
CS201500 → Company A (parent) → Data Source = [BLANK]
Company B/C → Data Source = [Their Branch ID]
Row Sets → Change Branch to CurrentUnit() (remove hardcoded filters)
Preview report with Unit Set parameter selected
Root cause: Parent node needs blank Data Source to aggregate children properly.
Hi
CS201500 → Company A (parent) → Data Source = [BLANK]
Company B/C → Data Source = [Their Branch ID]
Row Sets → Change Branch to CurrentUnit() (remove hardcoded filters)
Preview report with Unit Set parameter selected
Root cause: Parent node needs blank Data Source to aggregate children properly.
Hi
CS201500 → Company A (parent) → Data Source = [BLANK]
Company B/C → Data Source = [Their Branch ID]
Row Sets → Change Branch to CurrentUnit() (remove hardcoded filters)
Preview report with Unit Set parameter selected
Root cause: Parent node needs blank Data Source to aggregate children properly.
Yup, it’s work. Thank you for your support!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
