Is it possible to group Natural Accounts

Molly P

Our users are interested in details about a group of natural accounts across parent accounts. Is there a way to group accounts that aren't under the same parent? Is there a setting within a visualization that might let the user choose which accounts to group? Or can we define a field/manipulate the data in a custom data set?

Jamie Anderson-Oracle

Clarifying question: are the users in your case typically creating workbooks from scratch (aka workbook authors) or are they accessing a workbook that they have been given access to view, but not edit at an author level (aka workbook consumers)?

Sumanth V -Oracle

@Molly P - You can try createing calculated fields in your data sets to group natural accounts together. This can be done through custom formulas or case statements that categorize the accounts based on your criteria.

For example, using a CASE statement to create a custom grouping column:

  WHEN "Account"."Natural Account" IN ('Account1', 'Account2', 'Account3') THEN 'Group1'
  WHEN "Account"."Natural Account" IN ('Account4', 'Account5') THEN 'Group2'
  ELSE 'Other'
END

Molly P

@Jamie Anderson-Oracle they are authors and have ability to edit/create

Molly P

@Sumanth V -Oracle is this type of CASE statement only possible in a data set? Or could we create a CASE calculation in the "My Calculations" functionality? I'm assuming the capability is too limited there.

BalagurunathanBagavathy-Oracle

@Molly P

CASE WHEN can be used to create calculation in "My Calculations" of workbook as well.

Zehra M

Hello,

The document below references the functionality 'Create Group Calculation': https://docs.oracle.com/en/middleware/bi/analytics-desktop/bidvd/users-guide-oracle-analytics-desktop.pdf

However, I could not find the same option while creating the workbook using the standard subject area:

Kindly suggest how can we enable the Group Calculation option.