- The transactions feed into a reporting module using a SUM function
- There are certain "special" cost centers that exist across different functions\parents in the Cost Center list
- I need to be able to give the users the option to: 1 - Only show the values for those "special" cost centers 2 - Show values excluding those "special" cost centers.
I thought I had this solved. I created a attribute that identified that "special" Cost Centers, a module to allow users to choose how to filter those "special" Cost Centers (filter and exclude) and incorporated those selections in the SUM formula. It worked great until I realized that the filter selection applied to ALL users. I need it to be user-specific.
Given my situation, is using a filter and incorporating that into a SUM formula that right path? I've considered an alternate hierarchy, but looks like a bunch of maintenance and tricky to maintain with the transaction detail and I think that would require separate dashboards. If the filter and SUM are correct, how do I do that? I have set up a user-specific filter, but I don't see how I can apply that filter to my SUM formula.
What up? I think you have an example of this that I copied into your workspace, think User Filtering. The problem with using the Users list is it doesn't have a top level, and because it doesn't, you can't use the SUM function. To get around this, you will need a "fake" users list. I am out of town this week, but very happy to set up some time with you next week (Monday??) to review.