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We are currently using a template to create our Dimensions based on a certain account structure. It is a walk from beginning to ending balance while showing the variance of each account to walk to get to the new ending balance. But the requirements are to only show Accounts >= absolute value of $15M, the rest of the balance should go into an "Others" Account. See below for an example of table.
I have tried using the Limitation on the Dimension by selecting Relative value that is >= with the Fabs formula, but still doesn't work.
We want to show Accounts A though E, but want Accounts F through J to add up and show only as 1
row labeled as Other.
Next month the Accounts that make up the Other may change, so it is not a static expression.
Is there some scripting that I have to do, or is there a way to define it in the Expression.
Thank you,
Chris
Example:
Account 1 beginning balance | 150,000.00 | |
Account A | (25,000.00) | Show these Accounts |
Account B | 55,000.00 | Show these Accounts |
Account C | (18,000.00) | Show these Accounts |
Account D | (16,000.00) | Show these Accounts |
Account E | 30,000.00 | Show these Accounts |
Account F | 4,000.00 | Don't want to show, but want to group into 1 row as Other |
Account G | 4,000.00 | Don't want to show, but want to group into 1 row as Other |
Account H | 3,000.00 | Don't want to show, but want to group into 1 row as Other |
Account I | (2,000.00) | Don't want to show, but want to group into 1 row as Other |
Account J | 4,000.00 | Don't want to show, but want to group into 1 row as Other |
Account 1 ending balance | 189,000.00 |
Hi, you can use a calculated dimension for accounts like: Aggr(If(Fabs(Sum(Amount))>15000, Account, 'Others'),Account)
Hi, you can use a calculated dimension for accounts like: Aggr(If(Fabs(Sum(Amount))>15000, Account, 'Others'),Account)