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julia2's avatar
julia2
New Contributor III
3 days ago
Solved

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

3 Replies

  • rhankey's avatar
    rhankey
    Contributor III

    More specifically, does the source data reside in A#61550:U2#Dept48?  If so, check the Cell POV Information in the Cibe View using the Dynamic Calc account and that of where the source data resides.  You likely have one of the other dims incorrectly set.

    • julia2's avatar
      julia2
      New Contributor III

      I figured out the issue.  I was created the account at a child rather than parent level.  I resolved the issue