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.
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