Hello Community,
I feel like this should be simple - what have I missed?
Unit set has only two company branches rolling up to a total. All Comp node has NO DATA SOURCE:
Report ‘Building Blocks’:
Result is: Both Companies print correctly but the All Companies Roll-up includes only the LAST company, Company 2:
Why is Company 1 left out of the All Companies Roll-up?
We have no Company Roles active. This is version 2023 R1, Build 23.114.0025 .
Thank you!
Laura
Hi
You are usually the ARM reporting guru, so for you not to know, I doubt I will. I did have one thought just to try though:
Put the start and end branch in anyways just to see if you get the roll? (Unless of course you tried that)
Hi
Thank you for the compliment! You have a great idea, but there is no From/To Company.
I thought of entering both like 001,002 but it doesn’t work like Start Subaccount works. I could not enter 001,002 in Company.
Is it a requirement to have Companies with Branches, in order to use Unit Sets to Roll up?
Hi
Can you remove company as a requested field and use something else such as sub accounts to achieve the same thing?
Hello Community,
I’d like to give a shout out and a big THANK YOU to
I think this is a new feature, because I’ve built about 1762 Financial Reports (estimate 
) and never had to add calculations to the nodes of Unit Sets to get a roll-up to work. Minusha showed me how configure as follows:
Thanks to everyone who posted ideas.
Laura
That looks very useful, thanks for sharing.
Thanks for sharing this workaround! This is very helpful but I don’t understand why it is necessary, except it appears to be the only way around the problem. I am experiencing the same issue consolidating 4 of 5 companies in one tenant on a Balance Sheet. This workaround adds everything up correctly however the “ALL” node is no longer something that you can drill into which is obviously not ideal. In this same tenant, we have another unit set that is driven entirely by subaccounts which are often rolled up into logical reporting units sometime 2 levels deep. These unit sets work exactly as you’d expect, meaning the rows nested below other rows rollup into the row above and eventually into the top “ALL” node. Does anyone have any ideas why using comapny in a unit set data source works differently than using subaccounts, or anything else for that matter? Thanks
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