Tempo Account Category Type Capitalized vs Operational

Questions & Answers
1

I am importing my Tempo data (accounts, account categories). Tempo Account Categories have a type to specify Capitalized vs Operational. In the Account dimension, there is a hierarchy that lets you group Tempo Accounts by Account Category. Is it possible to add Account Category type into that hierarchy so that it goes:

  • Tempo Account Category Type (Capitalized vs Operational)
  • Tempo Account Category
  • Tempo Account

Thanks

2

Hi @alex.xm
Thanks for posting your question!

If you have already created a hierarchy for Category, you may consider Defining new members (at the Category key level) with the calculated member formula I have pasted below. Replace the highlighted part with the name of type you want to group (such as “Capitalized”)

Aggregate(
  Filter(
    [Account.Category key].[Category key].Members,
    [Account.Category key].CurrentHierarchyMember.Name MATCHES ".*YOUR category name to group.*"
  )
)

image
image2700×1648 318 KB

Best wishes,

Elita from support@eazybi.com