March 2022 Product Adoption Tip: Making the most out of Dynamic Members

CSP Discussions
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The use of dynamic members in members in Prophix can prove to be very useful. They can help make anything you build in Prophix easier to maintain.

What are Dynamic Members

Dynamic members in Prophix are placeholder members that select members relative to another member in the hierarchy. This means, you can select a member choose to bring members relative to those members into your reports or processes.

Types of Dynamic Member

There are 6 predefined dynamic members for you to choose from:

  1. Member plus Children: This option returns the selected member as well as all the members directly under the selected member
  2. Children Only: This option will return only the members directly under the selected member
  3. Member plus Descendants: This option will return the selected member as well as every single member that rolls up to the selected member
  4. Descendants Only: This option will return every single member that rolls up to selected member
  5. Leaf Descendants: This option will return all members under the selected member that have no members under them
  6. Non-Leaf Descendants: This option will return all members under the selected member that have members below them
    Using Dynamic Members
    Dynamic members can be used in data views for your reports but are not limited to them. You can use dynamic members anywhere you have the ability to select members in Prophix. This includes creating processes in Process Manager all the way down to selecting security access in Security Manager.

Follow the steps below to add dynamic members to your data views:

  1. Navigate to the “Choose Members” in your Edit Layout menu

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  1. Here you can right-click on any member to select your dynamic member

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  1. After selecting your dynamic member, you will see your selection on the right-hand side of your screen in a format that lets you know which dynamic member you have chosen

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NOTE:
In the example above, 2022 is separated out into quarters and then months. This means that the “children” of 2022 will be the quarters in the year (Q1, Q2, Q3, Q4), the “descendants” of 2022 will be all of the members below 2022 (all quarters and all months) and the “leaf descendants” will be all of the months for 2022.

Why Use Dynamic Members?

You will find that dynamic members help save time by giving you the ability to select a whole group of dimension members at once without having to select them one at a time.

Another benefit to using dynamic members is having the ability make changes in your model and have them reflect in your reports automatically. This allows for minimal maintenance in your reports and processes.

Let us know how you use dynamic members in your environment!

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Thanks for the tips!

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We use dynamic members all the time. They are very, very helpful. It would be great to get an option for Member + Leaf Descendents. We would use that one often for the Time Dimension or Account Dimension.

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Great tips. We use dynamic members regularly.

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I use this all the time, it is very convinient, especialy if you need 12 months of a year, instead of clicking 12 times.

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this is great. we use dynamic members frequently and they work well for maintaining reports.

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This is very useful feature.

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Great tips… thanks for sharing.

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Appreciate the tips, thank you!

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I appreciate you sharing this.

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Its so helpful to change user access.

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We use these a lot, and I agree that it would be helpful to have a Member + Leaf Descendants option. We would use that in account, time, and project.

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Really useful, we use dynamic members all the time.