Retrieve information from subsidiary view to use in a Boolean

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Retrieve information from subsidiary view to use in a Boolean

Hi, 

 

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

CommunityMember117741_0-1586205613074.png

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

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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. 

 

4 REPLIES 4
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Super Contributor

Re: Retrieve information from subsidiary view to use in a Boolean

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

 

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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

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Frequent Contributor

Re: Retrieve information from subsidiary view to use in a Boolean

Hi @CommunityMember117741,

 

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

 

Example

 

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

 

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

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Thanks

 

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Re: Retrieve information from subsidiary view to use in a Boolean

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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Super Contributor

Re: Retrieve information from subsidiary view to use in a Boolean

Hi @CommunityMember117741 

 

You can try this:

 

Screenshot_218.png

 

Screenshot_219.png

 

 

Hope this help!

Thanks

Akhtar