I'm trying to create a hierarchy of GL accounts and the category they belong to. (i.e. Assets, Liabilities, Equity, Income Expenses).
However the Hierarchy is displaying alphabetically. If it were to be sorted by the first GL account it's associated with, it would sort correctly since GL accounts are numbered in the proper sequence.
However, when I tell the Dimension, "Parent Category" (which is the Assets, Liabilities etc) to sort by Attribute Key, when I deploy I get an error saying it can't be used as an attribute because it is not related.
Is there a workaround to this?
Date
Votes
3 comments
-
Dirk Van der Straeten Hi Mark,
Since you want it to be sorted by the first GL account associated with the "Parent Category" you are going to add that number to the table as a seperate field. Call it "Parent Category Order" or something
Then modify the dimension attribute "Parent Category" and use the Parent Category order as key and the normal fiels as name filed. Sort by Key.
This will sort your Parent Category stand alone and in the hierarchy by the order.
Kind regards
Dirk
-
Mark F Chinsky I'm not quite following.
How do I 'add that number to the table as a separate field' ? -
Dirk Van der Straeten Mark,
Add a custom column to the table, and fill it with a transformation.
This transformation might be difficult :
- if you really want to capture the first account number per category it want be possible in a transformation, or only with a subquery.
-But if you say like the first 4 digits of the account number are always the same in the category, you can use a substring
Kind regards
Dirk
Please sign in to leave a comment.