Sharing Members at Different Generations

Sometimes you want shared members to roll up into parents that are at different generations in the outline. For example, in Figure 95, Sample Outline: Members Shared at Different Generations, the shared members roll up into parents at generation 2 (Diet) and at generation 3 (TBC and Grandma’s). This outline assumes that TBC (The Beverage Company) buys some beverages from outside vendors: it buys 200-20 (Diet Root Beer) from a vendor named Grandma’s.

Figure 95. Sample Outline: Members Shared at Different Generations

This image shows members shared at different generations, as described in the text preceding the image.

Sharing members at different generations can be accomplished using level or parent-child references. See:

Sample data source and rules files are provided for each build method. The result for each build method is shown in Figure 95, Sample Outline: Members Shared at Different Generations.