+4Is it possible to use a contains filter in an ARMS report Profit and Loss like you can use with a GI? My client heavily uses sub-accounts and they want to be able to use "contains" filters with sub-accounts. For example, they want to be able to filter for the second segment in the subacount. So if they filter for '10' they would see the selected rows as you can see:
Best answer by Laura02
Hello,
Please try a subaccount filter in the Row Set’s Data Source like this: ???CON for contains CON.
Results:
Laura
+16It does not filter like a GI but you could create them a new report and add the report definition for sub accounts. That may get them closer to what they are looking for.
The same with Row Set, you could
+19Hello,
Please try a subaccount filter in the Row Set’s Data Source like this: ???CON for contains CON.
Results:
Laura
+4Thanks
+4What worked best for us was to use the column set to filter out the P&L by cost centers. This helped avoid having to go through all the row sets.
+19Hello Reza, I did a quick test using BRANCH wildcards and it seems to work. By’ seems to work’, I mean I’m getting different numbers in each column.
Laura
+10Thank you
+19Hello,
I know from experience that wildcards work on Subaccounts and Branches. (I found out about the Branches today, when I tested them.)
I have nothing else to share but can recommend that anyone wondering about Accounts, etc. perform a small test using Data Source fields in their Row Set or Column Set.
Laura
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