julia2
3 days agoNew Contributor III
Filtering account by UD's
I am creating an alternate roll-up of our accounts for some specific reporting which requires that certain accounts only return data for specific departments. What is the best way to do this? I tried using a dynamic calculation to create new accounts that filtered on UD2 but it did not return any data. The formula that I used was Return api.Data.GetDataCell ("A#61550:U2#Dept48")
I figured out the issue. I was created the account at a child rather than parent level. I resolved the issue