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Manual Sort Order TI Process
Posted: Tue Jun 01, 2021 2:34 pm
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.
Re: Manual Sort Order TI Process
Posted: Tue Jun 01, 2021 5:45 pm
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.
Re: Manual Sort Order TI Process
Posted: Wed Jun 02, 2021 1:02 pm
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!
Re: Manual Sort Order TI Process
Posted: Wed Jun 02, 2021 5:24 pm
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.
Re: Manual Sort Order TI Process
Posted: Wed Jul 14, 2021 10:16 pm
by mnasra
Hi Declanr,
Yes, that definitely will work. Thanks a lot.
I will try it. it is worth it.
thanks