Manual Sort Order TI Process

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mnasra
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Manual Sort Order TI Process

Post by mnasra »

Hi Experts,

I need to keep the SORT Order of the Chart of Accounts dimension as Manual.
But I want all level 0 items to be 'automatically' sorted under level 1 (their immediate rollup)
Has anyone written a TI process for that?
is there a different solution?

thank you
PS: I tried to search in the forum, could not find anything.
Thanks
Micheline
tomok
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Re: Manual Sort Order TI Process

Post by tomok »

mnasra wrote: Tue Jun 01, 2021 2:34 pm is there a different solution?
Yes. Maintain the dimension through an XDI spreadsheet. This will let you fine tune the order any way you want. AFAIK there is no other way to achieve what you are asking.
Tom O'Kelley - Manager Finance Systems
American Tower
http://www.onlinecourtreservations.com/
mnasra
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Re: Manual Sort Order TI Process

Post by mnasra »

Thank you Tomok,
I was afraid that would be the answer when I saw how many people read my post and did not answer!
Thanks
Micheline
declanr
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Re: Manual Sort Order TI Process

Post by declanr »

You can have both element and component sort as “byinput”.

You then have to use something like a shadow dimension to do all of your manual sorting in and then have a TI process do complete rebuilds on your main dimension with the shadow dimension as a source, the code then very carefully inserts new elements and components in your desired order.
Declan Rodger
mnasra
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Re: Manual Sort Order TI Process

Post by mnasra »

Hi Declanr,

Yes, that definitely will work. Thanks a lot.
I will try it. it is worth it.
thanks
Thanks
Micheline
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