Is it possible to group Natural Accounts

Molly P · Jul 30, 2024 6:33PM

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 · Jul 30, 2024 6:53PM

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 · Jul 30, 2024 6:57PM

@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 · Jul 30, 2024 7:50PM

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

Molly P · Jul 30, 2024 7:52PM

@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.