Retrieve information from subsidiary view to use in a Boolean

CommunityMember117741
CommunityMember117741
in Integrations and extensibility

Hi, 

 

I need to retrieve information from a subsidiary view and use in logic in another Boolean formatted line item. 

CommunityMember117741_0-1586205613074.png

CommunityMember117741_1-1586234212099.png

 

I want to see which account is unassigned during a given point in time. I already had a subsidiary this by month. 

CommunityMember117741_1-1586205753639.png

I needed to see it with a yearly time scale as well so I created the view below with time scale yearly.

 

CommunityMember117741_2-1586205869287.png

 

What need help with is to add logic to my Boolean "Unassigned', to be TRUE for an account if the yearly subsidiary view is not blank for said account. The Boolean has no time scale (not applicable). In the example my Boolean should be TRUE for account 4703866. However, I cannot find a way to use the information in the subsidiary yearly view for my Boolean that will not have a time scale, and that is why I am hoping someone here can help me. 

 

Kind regards. 

 

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Answers

  • Akhtar.shahbaz
    Akhtar.shahbaz

    Hi @CommunityMember117741 

     

    If i understand your requirement correctly then you want to achieve your unassigned line item should be true for the list item that contain some value (4703866)

    I am assuming your module have month dimension and just considering your last two line item, 

    Example:

     

    Screenshot_214.png

     

    Screenshot_215.png

     

    Screenshot_216.png

    As you seen in the formula  have use lookup the year value.Create one system module for year selection or you can write the formula as well based on the current time setting.

    Screenshot_217.png

     

    Hope this helps!

    Thanks

    Akhtar

  • Panji
    Panji

    Hi @CommunityMember117741,

     

    You can use YEARVALUE to convert YEAR to Month in line item boolean

     

    Example

     

    Panji_0-1586224155461.png

     

    as you can see line item will be true if data FY19 not blank

     

    Panji_2-1586224248334.png

     

    And now you just need to read boolean if true then line item unsign will be get data form line item active

    Panji_3-1586224375623.png

    Thanks

     

  • CommunityMember117741
    CommunityMember117741

    Hi, 

     

    Thank you for you answer. My Boolean is has no time scale. It has line items in columns and list in rows. 

    CommunityMember117741_0-1586234781340.png

     

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