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How to compare Period_name columns

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Chez
Chez Rank 4 - Community Specialist

Summary

How to compare Period_name columns

Content

Hi Guru's

 

I am building a template that must exclude records where period_name younger than Dec-17. For example if a record has a period name of Jan-18 or Feb-18, etc it must be excluded. Therefore records of Dec-17 and below should be included in this output results.

 

How  an this be achieved?

 

Find xml attached.

 

Any help would be appreciated.

 

Tks

 

Tam

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Answers

  • YGUTTIKONDA
    YGUTTIKONDA Rank 6 - Analytics Lead

    Its always better to filter out the data in the Data Model , it can be done in the tempalte as well, but suggestion is to not bring in unwanted data

  • Dir_Pal
    Dir_Pal Rank 6 - Analytics Lead

    Use Conditional formatting might solve ur issue

  • Dir_Pal
    Dir_Pal Rank 6 - Analytics Lead

    Y don`t u add this logic in sql in data model that should work.

    else

    https://docs.oracle.com/middleware/12212/bip/BIPRD/GUID-04477E49-F671-4BF1-8353-06A7CDEAD2CC.htm#BIPRD2484

  • Chez
    Chez Rank 4 - Community Specialist

    I am looking at the link sent through but not seeing a method that I can use....

    Please if there are any suggestions on how I Can do this it would be really helpful.... the balance sheet accounts are all of account type A, L and O... and Income Statement are E & R... this value is in my xml as well... any ideas please.

    Thanks

    Tam

  • Chez
    Chez Rank 4 - Community Specialist

    Hi YG

    How can I add this logic in the data model.... can you assist on how code is written to say that if a month like Jan-18 which is newer than the parameter month of Dec-17 to not include these records?

    However I would prefer to try and manage it on template if possible.... as I need both income statement and balance accounts. For balance sheet I need both entries from Dec-17 and Jan-18 but for Income statement I only want Dec-17 as example.... like a trial balance....

    Thanks

    Tam