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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 tri...
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  • julia2's avatar
    julia2
    2 days ago

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

rhankey's avatar
rhankey
Contributor III
2 days ago

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
    2 days ago

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