Hi!

Help needed. I got a situation here. Our initial cost model is summed from spend "A" and spend "B". Due to recent changes, we filtered out spend "B" in Cost Source drivers. We don't intend to show spend "B" in all reports except customized reports that are limits to certain end users. Well, using table transform from spend "B" dataset I am able to create custom report with current month cost, budget, and forecast using calculated columns in dataset. Is there any way to include model metrics in table transform instead of using calculated formula in dataset or any alternative for this build?

Thanks!

Alex

You're using R11, which (unlike R12) allows report tables locked to no model objects, by copying and pasting a data table directly from Data tab to Reporting tab. These report tables can include metrics (model metrics or calculated metrics) if we use functions such as LookupObjectTotalValue or LookupObjectUnitValue - which might solve your need.

Or, you could adjust your View Filters (redaction applied to your Cost Source object) and your unit drivers to allow spend "B" back into your Cost Source object and yet still calculated separately (and even with separate view permissions). 

For instance, if you currently have two Cost Source unit drivers of OpEx Fixed and OpEx Variable, consider instead having four unit drivers:

OpEx Fixed Spend A

OpEx Variable Spend A

OpEx Fixed Spend B

OpEx Variable Spend B

...which will allow us to separately report on these tagged metric values at any model object level, and will minimize report customizations needed.

Thanks @Chris Davidson! This is very helpful. I like the idea of splitting the drivers. Redaction will be another issue since we need to show custom reports to all users. Currently, I replicate Cost Source object and filtered for spend "B" only. Is an independent object without any redaction. I might want to try the above functions as well .