Relationships - Member

Let us understand these relationships with a simple example of typical
hierarchy of Income Statement, whose parent-child relationship is shown in
the following screenshot:

To start with, we'll take the following:
• Member: If we select a member Sales and select the relationship Member,
only 'sales' member is selected in the data form.
• Descendants: If the selected member is Net Income, and the relationship is
'Descendants', the included members in form are all the members right from
Net Income before taxes to Income Tax, right from top to down. But, the
member 'Net Income' wont be part of included members of Data Form.
• Descendants (Inc): The only difference between Descendants and
Descendants (Inc) is that the latter includes the selected member. If we
consider the same example of Net Income, then along with Net Income
member, Net Income before taxes to Income Tax are included in. We need to
note that Inc stands for 'include'.
• Ancestors: If the selected member is 'Sales' with this relationship, the
included members are Gross Profit, Net Income from Operations, Net
Income before taxes, Net Income and Income statement.
• Ancestors (Inc): Again, the difference is inclusion of the selected member
that is if 'Sales' is selected member, the included members in the data form
are Gross Profit, Net Income from Operations, Net Income before taxes, Net
Income and Income statement along with 'Sales.
• Siblings: Siblings are brother and sisters. If selected member is 'Salaries',
then the included members in form are 'General Operating expenses' and
Administrative expenses'. The main requirement is that their immediate
parent is the same which will make their generation the same but their level
might still be different.
For example one of the siblings might have children but the other might not
so this will result in a different level number for each of the siblings.
• Siblings (Inc): Yes, we have understood this by now, with the selected
member of Salaries, the included members would be Salaries, General
Operating expenses and Administrative expenses.
• Parents: If the selected member is Sales, the included member in the form
is Gross Profit. Now, we all should take a look at the difference between
Ancestors and Parents.
• Parents (Inc): With selected member as Sales, the included members would
be 'sales' along with Gross Profit.
Chapter 8
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• Children: If the selected member is Gross Income from Operations, the
included members are Gross Profit, SG&A, Other Revenue and Other
Expense. It includes only its immediate children. Now, we should have
understood the difference between children and descendants.
• Children (Inc): We should know what this is by now.
• Level 0 Descendants: This would select all level 0 members.
Level 0 members are the members that have
no children.
If the selected member is Net Income, the included members in the form
are Sales, COGS, Salaries, General Operating expenses, Administrative
expenses, Other Revenue, Other Expense and Income tax. Notice that none
of these members have any further children.
Let us get started with data form creation and understand the missed concepts,
if any.
Sample data form creation