Aggregation rule in Planning Business Modeler

The Aggregation rule defines the aggregation behavior of accounts along the Time dimension. Aggregation behavior along other dimensions is not affected by this rule. This rule automatically aggregates data every time that the data is retrieved. The rule selects an aggregation method to use based on the account type and then aggregates the data by using that method across the Time dimension.

Because the Aggregation rule is a definition rule with MdxScript implementation, it runs every time that data is retrieved. In this manner, you can be certain that an aggregated value reflects any recent changes to the data.

Note: In a financial model with shares calculation, aggregations for ControlAndOwnership, SharesOutstanding, and SharesOwned measure groups may each have to be suppressed. For best results, we recommend that you write a rule for each measure group in native MDXScript in a Definition rule set. For more information about these measure groups, see About financial model measure groups for consolidation.

The following example shows how to suppress aggregation in the parent entities for the ControlAndOwnership measure group.

SCOPE ({[Measures].[Overridden PCON],[Measures].[Overridden PCTRL]
[Measures].[Overridden POWN],
if (IsLeaf([Entity].[Consolidation].Currentmember) <> True) THEN
this = null
End if;

The following table shows the different aggregation methods that might be used by the Aggregation rule.

Aggregation method


End Balance

The aggregation value of a Time dimension member is the value of the last child member that contains data. Typically, this method (also named the Last Child method) is used for Balance Sheet accounts.


The aggregation value of a Time dimension member is the sum of the values of its children. Typically, this method is used for Income Statement accounts.

Average Balance

The aggregation value of a Time dimension member is the average of the values of its child members.


No aggregation is applied.

The following topics provide additional information about the account types that are associated with each aggregation method.

Accounts with Average Balance aggregation

Accounts with Sum aggregation

Accounts with End Balance aggregation

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