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W
wnie
December 21, 2023

How to bring in another dimension into rows and only apply it to certain accounts

  • December 21, 2023
  • 2 replies
  • 0 views

I am building a balance sheet report where accounts will show on the rows. Under accounts receivable, we'd also like to show its payor breakdown which we use UD3 for the payor data. Is there a way to apply UD3 into the rows but only show for the accounts receivable section?

2 replies

I
IftaqarAhmed
December 21, 2023

It depends on the reporting needs. Just to be precise, what method are you using? Cube Views, Quick Views, or XFGETCELL. Please clarify!

J
JackLacava
December 22, 2023

There are a couple of basic strategies. The simplest, imho, is:

  • Have at least two Rows, one for your A/Rs and one for other Accounts.
  • On the A/Rs row, add the UD3 expansion
  • On the other rows, point to UD3#None or UD3#Total, adding the clause :Name(" ") to the filter - so that the header will be blank.

This way, the A/Rs rows will expand UD3 details, whereas the others should look unexpanded.

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