Aging reports with buckets
6 September, 2012
Dear Support,
I was trying to make an Aging report with date buckets in it.
In the view I used the calculation Day between to calculate the invoice date and wanted to use a calculation field in the report ( CASE WHEN ( Days_Between ) BETWEEN 0 AND 30 THEN ( ACCTD_DEBIT - ACCTD_CREDIT ) ELSE 0 END
But I noticed that it was not possible to use my Days between calculation in a calculation field to solve this matter. Can you please help me?
Attached you will an example of an aging report with date buckets in it.
Example creation aging report with date buckets in it http://dynamicscare.com/blog/index.php/aging-buckets-in-microsoft-dynamics-2009/
Regards,
Vivian
I was trying to make an Aging report with date buckets in it.
In the view I used the calculation Day between to calculate the invoice date and wanted to use a calculation field in the report ( CASE WHEN ( Days_Between ) BETWEEN 0 AND 30 THEN ( ACCTD_DEBIT - ACCTD_CREDIT ) ELSE 0 END
But I noticed that it was not possible to use my Days between calculation in a calculation field to solve this matter. Can you please help me?
Attached you will an example of an aging report with date buckets in it.
Example creation aging report with date buckets in it http://dynamicscare.com/blog/index.php/aging-buckets-in-microsoft-dynamics-2009/
Regards,
Vivian
Hi Vivian,
at the moment it is not possible to use calculated fields within calculated fields, an enhancement request has been raised for this functionality (task ID = 99293) and I'll make sure it gets brought up and discussed at the next developers' meeting.
regards,
David
at the moment it is not possible to use calculated fields within calculated fields, an enhancement request has been raised for this functionality (task ID = 99293) and I'll make sure it gets brought up and discussed at the next developers' meeting.
regards,
David
Thanks David. It would be nice to add this functionality to the new version of YF.
Is there another way to make this report without the new functionality?
We really need this report, a lot of our clients would like this kind of reporting.
Regards,
Vivian
Is there another way to make this report without the new functionality?
We really need this report, a lot of our clients would like this kind of reporting.
Regards,
Vivian
Hi Vivian,
you could define the calculated field "Days Between" in a Virtual Table that you add to your current view, then the field would be available in the Calculated Field drop-down list.
Regards,
David
you could define the calculated field "Days Between" in a Virtual Table that you add to your current view, then the field would be available in the Calculated Field drop-down list.
Regards,
David
Hi David,
Thank you for your answer. How will the Calculated field in the Virtual Table work if I need to calculate 2 dates (one is based a database column and the other is based on a Input filter from the YellowFin View)?
The people from The Finance World often use nested calculations, this matter is very important to us. Do you know when this feature will be available?
Regards,
Vivian
Thank you for your answer. How will the Calculated field in the Virtual Table work if I need to calculate 2 dates (one is based a database column and the other is based on a Input filter from the YellowFin View)?
The people from The Finance World often use nested calculations, this matter is very important to us. Do you know when this feature will be available?
Regards,
Vivian
Hi Vivian,
I guess if your SQL code is getting too complex when you try and create the two calculated fields within the one virtual table then it would be best to break it down into two separate virtual tables.
Regarding the enhancement request for nested calculated fields, yes, we are aware of the need for this functionality, there have been a few other requests from other customers too. This is why, despite having a very heavy workload, we will try to implement this for the November build.
Regards,
David
I guess if your SQL code is getting too complex when you try and create the two calculated fields within the one virtual table then it would be best to break it down into two separate virtual tables.
Regarding the enhancement request for nested calculated fields, yes, we are aware of the need for this functionality, there have been a few other requests from other customers too. This is why, despite having a very heavy workload, we will try to implement this for the November build.
Regards,
David
Hi David,
What is the status on task ID = 99293?
Regards,
Nick
What is the status on task ID = 99293?
Regards,
Nick
Hi Nick,
the status of task ID = 99293 (Referencing Calculated Fields from within Calculated Fields) is that it is currently being implemented and we look forward to its debut in Yellowfin 6.3 at the end of May this year.
Regards,
Dave
the status of task ID = 99293 (Referencing Calculated Fields from within Calculated Fields) is that it is currently being implemented and we look forward to its debut in Yellowfin 6.3 at the end of May this year.
Regards,
Dave
Hi David,
That's great news. Thank you very much for the update.
Regards,
Nick
That's great news. Thank you very much for the update.
Regards,
Nick
Hi Devid,
Is this feature available in 6.3 September release?
Regards
Dhrati
Is this feature available in 6.3 September release?
Regards
Dhrati
Hi Dhrati,
yes this was support task 131437 and was definitely implemented since the May build this year for Yellowfin 6.3
regards,
Dave
yes this was support task 131437 and was definitely implemented since the May build this year for Yellowfin 6.3
regards,
Dave
Hi,
Is this implemented in Yellowfin 7?
I created a calculated field using "Days Between, Postgresql" and it is showing for another calculated field in "Select Field" dropdown, however, in CASE WHEN clause, it is not showing.
Regards,
Kai Hock
Is this implemented in Yellowfin 7?
I created a calculated field using "Days Between, Postgresql" and it is showing for another calculated field in "Select Field" dropdown, however, in CASE WHEN clause, it is not showing.
Regards,
Kai Hock
Hi Kai Hock,
Yes, this has been implemented in YF 7.
That is why you can now see the calculated field in the Formula Builder's "Select Field" drop-down.
View calculated fields are available at Report Level in both the Formula Builder's "Select Field" drop-down as well as the CASE statement.
I have logged an enhancement request (TASK # 157741) for calculated fields to be available in the View CASE statements as well.
Regards,
Stephen
Yes, this has been implemented in YF 7.
That is why you can now see the calculated field in the Formula Builder's "Select Field" drop-down.
View calculated fields are available at Report Level in both the Formula Builder's "Select Field" drop-down as well as the CASE statement.
I have logged an enhancement request (TASK # 157741) for calculated fields to be available in the View CASE statements as well.
Regards,
Stephen
Hi Stephen,
Noted. Thanks for the tip.
Regards,
Kai Hock
Noted. Thanks for the tip.
Regards,
Kai Hock