Here we will show you how to inactivate an account as of a certain time period. This alleviates the need to delete or move an account, especially if there is historical data. Also, if you are unsure about deleting an account that could have BR’s impacts, the “In Use” feature could be a valid option.
In Use applies to the following dimensions:
- Entity
- Account
- Flow
- UD1 - UD8
Entity - In Use If set to True, the Entity is in use, if set to False, this can turn off the ability to use an Entity based on Time. This keeps historical data available. This is designed to be used when an Entity becomes inactive or is sold. Once an Entity is no longer in use, it will be ignored during consolidation and all intersections including this Entity will be invalid.
Account - In Use If set to True, the Account is in use, if set to False, this can turn off the ability to use an Account based on Time. This keeps historical data available but allows the ability to close the Account without having to have No Input rules.
Flow – In Use If set to True, the Flow is in use, if set to False, this can turn off the ability to use a Flow based on Time. This keeps historical data available but allows the ability to close the Flow member without having to have No Input rules.
UD1 – UD8 If set to True, the UD1-UD8 is in use, if set to False, this can turn off the ability to use a UD1-UD8 based on Time. This keeps historical data available but allows the ability to close the UD1-UD8 member without having to have No Input rules.
Member Expansions - InUse A#Root.Children(InUse=True) filters the results to only the Members in use.
Example:
Let’s activate the “In Use” for account TXP_PD0005. So, starting in July 2020, we want this account to be inactive, meaning “In Use = False”. Starting in July 2020 and all future periods, this account is inactive (until it is re-activated at some future period).
Here is how you would do that.
Let’s look at schedule 5 for the June and July 2020 periods.
June 2020:
July 2020:
Notice how the account shows with a pink background – meaning it is invalid. By right clicking and selecting Cell Status, you can review key stats for the POV:
Now let’s say you do not want the invalid account to display. You can adjust the cube view account member filter by using the following syntax:
- .Where(InUse = True)
So, in our example, adjust the account member filter as follows:
Let’s look at schedule 5 again for the June and July 2020 periods.
June 2020:
Account TXP_PD0005 shows up in the schedule
July 2020:
Account TXP_PD0005 is removed from the schedule as it meets the “In Use = False” condition.
