05-16-2023 09:54 AM
Hi,
I have a Cube View where I expand accounts to report on columns using a parameter (each parameter choice generates three different columns, but all regarded as Col1). This is a specification of what is reported in the Balance sheet on two specific accounts.
Parameter has choices: AccountA, AccountB
And the report shows AccountA1, AccountA2, AccountA3 or AccountB1, AccountB2, AccountB3.
I want to add a row which retrieves data reported in the balance sheet so I can reconcile the reporting in this form/CV against the balance sheet.
Do I have to create a business rule for this and if so, how?
I want row3 to show either AccountX or Account Y based on if I have chosen AccountA or AccountB in the parameter.
05-16-2023 03:43 PM
You would need an XFBR to do this. Is there a tag or text field being used to determine whether an account is A or B, or is it by the name? If you can tell me how the formula would delineate the two, I can help you put together the XFBR to run it.
05-24-2023 03:47 AM
Hi,
Thank you so much.
This is what my CubeView looks like now.
Parameter AccountA | Parameter AccountB | ||||||
Col1 | Col1 | ||||||
AccountA1 | AccountA2 | AccountA3 | AccountB1 | AccountB2 | AccountB3 | ||
Row1 = UD5.Base | |||||||
Row2 = UD5.Total | Retrieve account from Finance based on Parameter | No account needed | No account needed | Retrieve account from Finance based on Parameter | No account needed | No account needed | |
Row3 = Variance | Variance Row2-Row1 | No variance needed | No variance needed | Variance Row2-Row1 | No variance needed | No variance needed |
I can add the account I want to reconcile against in Text6 for either the parameter account (AccountA) or in the account that is populated from choosing the parameter (AccountA1).
Does this explain my problem or am I just making you more confused? 🙂