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Add division parameter to OTBI Report
Summary:
I am trying to create an OTBI report under the expense report templates to show approvers of given POs. I am able to add fields for company, department, and account but I need a field for division as well. Is there any field that exists for division?
Content (required):
Expenses - Expense Transaction Real Time report template
Version (include the version you are using, if applicable):
Code Snippet (add any code snippets that support your topic, if applicable):
Answers
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Hi Trent,
I am not an OTBI Finance expert but with my very limited knowledge what I know is that in the Chart of Account concatenated segments the Division ID/Code should be present if it is defined in your COA. Maybe you can extract it by writing a substring/Instring function expression.
I am not 100 % sure about the info I have shared, but you can give it a try.
Regards,
Sovi
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You are welcome Trent. Let me know if you need any help in extracting the Division ID/Code from the Concatenated Segment. Happy to help you.
Regards,
Sovi
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How would you extract just segment 4?
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Hi Nicolas_Trojack,
You can use Substring/Instring (and maybe some other pre-defined ) function to extract Segment 4 from COA.
Let me know if you have any samples, maybe I can come up with an expression.
Regards,
Sovi
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I have a sample data set here. Is it possible to extract segment 2 from COA?
Thanks,
Trent
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Yes, segment 2 would be 100 in the example above.
Thanks,
Trent
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Hi Trent,
If your Segment 1 & Segment 2 lengths are 3 (as per the samples provided) then you can use the below expression in an analysis column
SUBSTRING('450.100.16300.7500002.000.00000' FROM 5 FOR 3)
**Replace '450.100.16300.7500002.000.00000' with the actual column name.
If the Segment 1 & Segment 2 lengths are different than 3 then it has to be handled in a different expression. I will share the expression later.
Let me know if you have any questions.
Regards,
Sovi
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Hi Sovi,
Thank you. I do have one question. How do I add that analysis column on the report? Segments 1 & 2 will always be lengths of 3.
Thanks,
Trent
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