We have a D-Cube that shows a range for salary increases based upon certain criteria. For example, if they are at 80% of the salary cap and get a good performance rating, the range is 6% to 8%. We display this as 6.0 - 8.0%
Displaying this text field for each Budget Center works great. But, when we roll the BC to a Division, we lose the text field. So, we are trying to figure out how to display the text field in the roll-up.
One thought was to have the field defined as Numeric but displayed as Text. For example, 1 displays 1.0 - 2.0%, 2 displays 2.5 - 3.5%, etc.
Is this possible?
If not, is there another way around getting Text fields to display in a roll-up?
Note, we are using Planning 8.4
I don't believe you are able to aggregate text fields.
I am not 100% sure I understand your question, so will apologize in advance if I missed your point. But here is what I think you are asking...
I think what you want to do is create a dlist with the options ie 1.0-2.0%, etc... when you create this dlist you will want to create them in order, that way their underlying identifier will be 1, 2, 3, etc.
Your formula would then reference the field you are testing to determine which dlist item you want to select, i.e. the 1st would get the 1, the second the 2, etc. Be sure to set the format of the tested dlist entry to no decimals.
Then when sumarizing up to division, summarize with a weighted average, so that the tested field will summarize as an average which will then correctly select the correct dlist entry.
Hope this helps.