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tedetherington's avatar
tedetherington
New Contributor II
2 years ago

QuickView to show accounts with specific Flow Constraint

Hello,

I want to create a QuickView which shows all BS accounts which have a FlowConstraint which isn't "MVT_GEN" but can't figure out how to set it up. 

I have used the following:

A#BS.Base:Name(XFMemberProperty(DimType=Account, Member=|MFAccount|, Property=FlowConstraint)

And this returns the whole BS but with the flow constraint instead of the name, but this is not what I'm after!


Thanks a lot

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  • JackLacava's avatar
    JackLacava
    Honored Contributor
    2 years ago

    XFMemberProperty is just a lookup: it will return the value of a property for a specific member (in your case, the currently expanded Account).

    What you're after is an expansion filter, a .Where; e.g. A#BS.Base.Where(FlowConstraint DoesNotContain 'MVT_GEN')

    Unfortunately, I don't think .Where supports filtering on FlowConstraint - but I might be wrong, try it yourself.

    Workarounds:

    • duplicate the FlowConstraint on a Text property, for example Text8, so you can use A#BS.Base.Where(Text8 DoesNotContain 'MVT_GEN')
    • Generate the list of accounts, turn it into excel formulas, and add a column that reports the FlowConstraint for each of them, using XFMemberProperty, then add Excel filtering.
    • Write a custom Member List in a Finance Business Rule. Then you can use it anywhere like this:
      A#Root.[MyBRRuleName,MyListName]
    • tedetherington's avatar
      tedetherington
      New Contributor II
      2 years ago

      Thanks Jack - I think you're right. I have ended up using Text8 and building it from there. A shame the FlowConstraint can't be used for filtering!