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  • 1.  INSTRUCTIONS NEEDED: Cumulative Sum

    Posted Mon November 26, 2018 04:31 PM
    Folks, I need to calculate the cumulative sum of a metric. Example below -

    Year     Cash Flow    Cumulative Cash Flow
    2018    $100             $100
    2019    $200              $300
    2020     $500             $800

    I don't see a cumulative function in the function stack. Could someone please provide me a technique to achieve this in PAW/TM/1?

    Thanks,
    Shubho

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    Shubho Ghosal
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    #PlanningAnalyticswithWatson


  • 2.  RE: INSTRUCTIONS NEEDED: Cumulative Sum

    Posted Mon November 26, 2018 06:48 PM
    I was able to figure out a solution using the following steps -

    Create a separate Consolidation Year dimension with a hierarchy such as

    Cumulative Year 2019: Contains members 2018 and 2019
    Cumulative Year 2020: Contains members Cumulative Year 2019 and 2020

    and so on.

    Create a Cumulative Cash Flow Cube with this dimension and the Cash Flow metric

    Use a rule in Cumulative Cash Flow Cube to populate the leaf nodes (2018, 2019, etc.) with the Cash Flow values from the original Cash Flow cube

    The hierarchy produced the cumulative sums as expected

    Use a rule in original Cash Flow Cube to retrieve the Cumulative Cash Flow values from the Cumulative Cash Flow Cube - this rule needs to use the concatenation of the string 'Cumulative ' and the Year when retrieving the metric values.

    This  worked like a charm.

    Please let me know if you know of an alternative way that is more dynamic - what I wanted was a way to accomplish this using a generic expression in a rule such as 

    [Cumulative Cash Flow, Current Year] = [Cumulative Cash Flow, Previous Year] + [Cash Flow, Current Year}

    which would have been a one-step way to accomplish this.

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    Shubho Ghosal
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