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Adding a Filtering Column to Master Data

  • 1.  Adding a Filtering Column to Master Data

    Posted 01/24/17 10:58 AM

    Hi Apptians,

     

    In our Cost Source Master data we need to add a column that we can filter on in reports.  Each line of the cost data will either be labeled "Reported Results/TCO" or just "TCO".  The "TCO" lines are any department where Cost Center Owner = Haas and any line (regardless of CCO) where the account is depreciation (there are multiple depreciation accounts).

     

    Does anyone know how I might go about getting this information in to our Cost Source Master data?

     

    Thanks!




    #CostingStandard(CT-Foundation)


  • 2.  Re: Adding a Filtering Column to Master Data

    Posted 01/24/17 11:31 AM

    Molly,

     

    You can use the Select Additional Columns within the master data set (when you append) to add the additional column.

     


    #CostingStandard(CT-Foundation)


  • 3.  Re: Adding a Filtering Column to Master Data

    Posted 01/24/17 11:40 AM

    Hi Ryan,

     

    Thank you for your reply.  However, I don't think I made my question clear.  I need to determine what formula will get the desired data into my Cost Source Master data column that I have created.  I cannot get the If function to work properly and am unsure of what else to try in order to get "Reported Results/TCO" and "TCO" assigned to each line of the current Cost Source Master.

     

    Thanks!


    #CostingStandard(CT-Foundation)


  • 4.  Re: Adding a Filtering Column to Master Data

    Posted 01/24/17 11:50 AM

    Sorry I completely missed this formula, I think that Justin has it below.  You should be to do that in the transform and then append directly into the Cost Source Master


    #CostingStandard(CT-Foundation)


  • 5.  Re: Adding a Filtering Column to Master Data
    Best Answer

    Posted 01/24/17 11:48 AM

    Hey Molly,

     

    Could you use this IF Statement?

    =IF(Cost Center Owner="Haas" OR IsDepr="Y","TCO","Reporting Results/TCO")

    Note: You can replace "IsDepr" with whatever column you use to identify depreciation. 

     

    Does that help?


    #CostingStandard(CT-Foundation)


  • 6.  Re: Adding a Filtering Column to Master Data

    Posted 01/24/17 12:00 PM

    Hi Justin,

    I tried adding that equation in to the column I created in the master data, but it won't let me.  When I type =IF(  and then type the first letter of Cost Center Owner nothing pops up to select.  It's doing this everywhere I try it.  I feel like there has to be something I'm not doing right.

     

    Any suggestions?


    #CostingStandard(CT-Foundation)


  • 7.  Re: Adding a Filtering Column to Master Data

    Posted 01/24/17 12:04 PM

    Molly,

     

    If the column name doesn't populate that shouldn't prevent it from not working, if you type the name in regardless of it pre-populating does the formula still not work?  Could you try to populate this in the transform data set that is appended to the Cost Source Master instead of in the Cost Source Master Data?


    #CostingStandard(CT-Foundation)


  • 8.  Re: Adding a Filtering Column to Master Data

    Posted 01/24/17 12:54 PM

    Thanks Ryan and Justin!  I got it to work


    #CostingStandard(CT-Foundation)


  • 9.  Re: Adding a Filtering Column to Master Data

    Posted 01/26/17 01:59 AM

    I don't think the logic pre-populates with IF statements either does it?


    #CostingStandard(CT-Foundation)


  • 10.  Re: Adding a Filtering Column to Master Data

    Posted 01/26/17 07:41 AM

    I've seen the logic pre-populate before, I'm not sure what causes it to populate though. Sometimes it's there for me and sometimes not :/


    #CostingStandard(CT-Foundation)


  • 11.  Re: Adding a Filtering Column to Master Data

    Posted 01/26/17 07:44 AM

    Typically, for the If Statement you have to type out the columns, but for a lookup it will populate when you get to each of the columns.  That's what I have typically seen


    #CostingStandard(CT-Foundation)


  • 12.  Re: Adding a Filtering Column to Master Data

    Posted 01/26/17 07:47 AM

    Good to know! Thanks, Ryan!


    #CostingStandard(CT-Foundation)


  • 13.  Re: Adding a Filtering Column to Master Data

    Posted 01/24/17 01:09 PM

    Excellent. Let us know if we can help with anything else!


    #CostingStandard(CT-Foundation)