Parent/child accounts in bc
Hey Forum
Wondering if its possible to setup a parent/child relationship with customer accounts. For example, Let's say I have company A that is a dealer. That dealer may submit forms and such and I would like to associate three accounts under that dealer so the different accounts can see the other forms or information for that dealer. Is this possible with bc?
I'm fairly new and getting handle on this platform but have to say its growing on me.
Thanks!
Derek
Derek, Not out of the box, if you really wanted to do this and stick with BC you could sync BC's CRM databases externally using the API and build the functionality off BC but utilizing BC as the database.
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Rollup calculations in Account hierarchy (parent-child type)
Hi,
I want to create a parent-child relationship type Account hierarchy using Universe. The hierarchy has to support different set of calculations for roll ups action for different branches in the same level.
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We're making extensive use of Account parent/child relationships. When you are viewing an Account, it is very easy to see the parent Account. Navigating to the parent is very easy. Users are requesting an Account related list that shows the children Accounts and the ability to easily navigate to a child Account. Is this capability possible?
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JeffJeff, when you are in the detailed view of a parent account there is a subobject called "Sub Accounts" which show all the child accounts for that parent.
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Why in case of parent child relation iterator fetching one duplicate record
Hi,
JDev Ver : 11.1.1.2.0
Technology : JPA/TopLik Service Facade Data Control (Without using BC4J)
I have created JPA/TopLink service facade from DB Tables and on facades I have crated DataControl which I have draged and droped on my screen to create input text, table etc.
In my application, I have many tables having one to many relationships. (Primarykey foreign key).
When I add more then one child columns (foreign key columns) for any one parent column (primary key column), in db its getting inserted properly but in iterator after refreshing also it showing one duplicate entry instead of actual entry.
e.g.
For one Account Id 1234 (primary key) , I am adding 3 account holders name (abc, xyz, pqr) in this case in db its inserting proper 3 entries but in iterator its showing
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1234 xyz
1234 abc
so instead of pqr its again showing abc.
To select account holders name I have used selectManyShuttle components.
I have also tried tried dciter.refresh(DCIteratorBinding.RANGESIZE_UNLIMITED); to refresh iterator.
This is generic problem on most of the screen in my application where parent child relation comes.
regards,
devangHi,
Thanks for your reply. I just emailed the screen shot to your email . Please verify and let me know your comment.
Regards,
Kiran Konjeti -
hi,
i create parent and child values for a segment in GL
how can i create a automatic calculation of the amount of all the child values for a parent value?
thanks a lot,
best regardsHi
If you set up "Parent Child" Relationship in Oracle, the system will not sum up the child values at the parent level. However if you use the parent value in FSG the system will sum up the child values and show the same in FSG report.
If you want automatic summing up, you must use summary accounts and rollup groups feature in Oracle.
But I suggest that if you are using a small sized Chart of account (350-400 items), I suggest using parent child relationship since it is intutive.
Regards
Ramaswamy -
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Thank you for using Apple Support Communities.
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OBIEE 11G - Creation of Parent child hirarchy
We need to create a parent child hierarchy for city wise branches
In our DB we have only one table - the same we need to consider as Dimension & Fact.
Attributes as follows:
customername, customernumber, accountnumber,city, branch, financialyear,financialquarter
We do not have primary key on above structure.
But we can get unique composite key by combining: Account Number, city & branch attributes.
Bangalore
- MG Road
- Silk Board
- Marthahalli
- Tinfactory
- silkboard
Hyderabad
- Ammerpet
- Abids
- Koti
Regards,
AvaOk, so let me explain this in detail and give the structure of my tables and the data,
There are three tables.
1.Parent Child relationship table - pctable
2.Closure table which OBIEE creates through a script - reltable
3.Fact table which contains the revenue - facttable
This is the data
pctable
personid | managerid
David | NULL
Sandra| David
Joe|Sandra
reltable
memberkey | ancestorkey |distance |is_leaf
David|NULL|NULL|0
David|David|0|0
Sandra|Sandra|0|0
Joe|Joe|0|0
Sandra|David|1|0
Joe|Sandra|1|1
Joe|David|2|1
facttable
personid|revenue
David|5
Sandra|5
Joe|10
and my joins conditions are, I join pctable to reltable and then reltable is joined to facttable like this.
pctable.personid = reltable.ancestorkey
reltable.memberkey = facttable.personid
and then in the report, when I pull up the pchierarchy build from pctable and revenue , I get as below and like I said, when I click on Sandra to see the revenue she contributes, I am not able to navigate. Can you let me know what modifications needs to be done?
---David(20)
----Sandra(15)
------Joe(10) -
Parent Child Hierarchy in OBIEE 11G
Hi All,
I am working on the parent child hierarchy in OBIEE 11g Source ESSBASE ..followed some of the blogs.
http://www.rittmanmead.com/2010/07/obiee-11gr1-enhancements-to-essbase-support/
I followed the following steps.
1.Imported the Cubes from ESSBASE.
2.Selected Accounts Hirearchy and changed the Hierarchy type to Value.
3.Dragged the subject area to BMM and to Presentation.
4.Now when i checked the Account Hierarchy from in the dashboard its not drilling down.
If i change the Hierarchy type to Unbalanced ...then the Account hiearchy is working fine.
Is there is any settings or process i have to follow..inorder to implement the Value based Hierarchy in OBIEE 11G source ESSBASE.
ThanksSo basically this means that if I build a parent child hierarchy on table A having the stucture like
--David (Manager)
-----James (Off1)
--------Bill (Off2)
and in my sales fact table for let's say today, I have only rows for Bill (Off2) because he is the only officer who did the sales today. Now when I will join my fact table to parent child hierarchy table A I will NOT get any data ? because there is no James who is the parent of Bill. So obiee need to have parent pulled off in the data (ANCESTOR) to be able to roll up the child.(IS_LEAF = 1)
I testes this and if my data only contains only rows for Bill (or I limit on ROLE = Off2) then it won't show the hierarchy. The query which OBIEE fires is to look for either ANCESTOR_KEY = NULL OR (DISTANCE = 1 AND ANCESTOR KEY IN (Bill). Therefore it doesn't I am wondering then what is the use of builiding the parent child hierarchy when we need to pull in all the ancestors (like in this case James for bill and David for james) because in real scenarios there can be cases wherein we would want to filter the data based on other dimensions to which the parent child hierarchy joins ? -
How to filter parent & child rows from tables while export usingData export
Hi,
I have a requirement of export schema. Assume there is a account details table and account transactions table under schema.They have parent child relation exist. if i filter accounts from account details the corresponding transactions in account transactions table should be filterd.How to achieve this?
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Venkat Vadlamudi
Mobile:9850499800Not sure if this is a SQL and PL/SQL question or whether it's an Oracle Apps type question or a Database General.
Whatever, you've posted in the wrong forum (http://forums.oracle.com/forums/ann.jspa?annID=599)
You should post in a more appropriate forum e.g.
PL/SQL
General Database Discussions
etc.
locking this thread -
Issue Description:
in Action BC (Table: S_EVT_ACT) we are trying to implement the following organization based parent child picklists/LOVs for Status->Status Reason
[Status] - Activity Status field (col: EVT_STAT_CD)
*Picklist: LOV Type = 'EVENT_STATUS', picklist BC: 'List Of Values Dynamic (REL)'
[LN Status Reason] - customised field/column (Col: X_STATUS_REASON)
*Picklist: LOV Type = 'LN_MISSED_ACTIVITY_REASON', picklist BC: 'PickList Hierarchical'
*Pick Map: [LN Status Reason] = [Value], [Status] = [Parent] (Constraint = Y)
in the Admin-Data LOVs:
Type = EVENT_STATUS, Display Value/LIC = "Not Achieved", Organization = "Org 1"
Type = LN_MISSED_ACTIVITY_REASON
Display Value/LIC = "Reason 1", Parent LIC = "Not Achieved", Organization = "Org 1"
Display Value/LIC = "Reason 2", Parent LIC = "Not Achieved", Organization = "Org 1"
On UI, create new record in Account - Activities, selecting Status = "Not Achieved".
Now when i try to select the Status Reason value, the drop down does not give me any value.
If I set the Organization to blank on "Reason 1", then the "Reason 1" value shows up in the Status Reason drop down under Account - Activities.
In SQL of the log file, for the Status Reason drop down, it always hard code a T1.BU_ID is null in the WHERE clause, this would explain why its blank in the dropdown
Also as a test, If i remove all the pick map constraints for the [LN Status Reason] field (ie the only record in the pick map is [LN Status Reason] = [Value]), then the drop down works correctly (ie displaying both the values with Organization = "Org 1"), and in the SQL of the log file, instead of BU_ID is null, it has BU_ID = ? with variable binding.
Is there a reason why it would hard code the BU_ID is null in the WHERE clause in the SQL, and how to overcome this to achieve my requirement.
Just a further update due to character limit of the original description,
The "Owner Organization Specifier" property on the table S_EVT_ACT is blank (not sure if its related to anything though)
The user i'm using belongs to "Org 1" for both the employee's Organization and its Position's Organization
ThanksThis is exactly what I'm looking for...I just can't make it work. I have 2 tables (database and schema). They are related via a database_id column. My code is below if you are willing to help.
HTML Header
<script>
function get_select_list_xml1(pThis,pSelect){
var l_Return = null;
var l_Select = html_GetElement(pSelect);
var get = new htmldb_Get(null,html_GetElement('pFlowId').value,
'APPLICATION_PROCESS=CASCADING_SCHEMA',0);
get.add('P7_DATABASE',pThis.value);
gReturn = get.get('XML');
if(gReturn && l_Select){
var l_Count = gReturn.getElementsByTagName("option").length;
l_Select.length = 0;
for(var i=0;i<l_Count;i++){
var l_Opt_Xml = gReturn.getElementsByTagName("option");
appendToSelect(l_Select, l_Opt_Xml.getAttribute('value'),
l_Opt_Xml.firstChild.nodeValue)
get = null;
function appendToSelect(pSelect, pValue, pContent) {
var l_Opt = document.createElement("option");
l_Opt.value = pValue;
if(document.all){
pSelect.options.add(l_Opt);
l_Opt.innerText = pContent;
}else{
l_Opt.appendChild(document.createTextNode(pContent));
pSelect.appendChild(l_Opt);
</script>
Application Process
BEGIN
OWA_UTIL.mime_header ('text/xml', FALSE);
HTP.p ('Cache-Control: no-cache');
HTP.p ('Pragma: no-cache');
OWA_UTIL.http_header_close;
HTP.prn ('<select>');
HTP.prn ('<option value="' || 0 || '">' || '- All Schemas -'
|| '</option>'
FOR c IN (SELECT schema, schema_id
FROM (SELECT schema, schema_id, database_id
FROM schema_lookup
WHERE database_id = :cascading_selectlist_item_1)
LOOP
HTP.prn ('<option value="' || c.schema_id || '">' || c.schema || '</option>');
END LOOP;
HTP.prn ('</select>');
END;
P7_DATABASE_ID Form Element Attribute
onchange="get_select_list_xml1(this,'P7_SCHEMA_ID');
P7_SCHEMA_ID LOV
select SCHEMA d, SCHEMA_ID v from SCHEMA_LOOKUP
where DATABASE_ID = :P7_DATABASE_ID
order by 1 -
Except function with parent child hierarchy using mdx query
HI,
I need to remove some items using mdx query in parent child hierarchy.
I tried with below query,it is not removeing ,could you please help me.
SELECT
{[Measures].[Amount]} ON
COLUMNS
NonEmpty([Account].[Accounts].[Account Level 01],[Measures].[Amount])
ON ROWS
FROM (SELECT
-Descendants({[Account].[Accounts].&[47]},,Leaves)
} ON COLUMNS
FROM [Adventure Works])
induHi Indu,
Why do you remove some itmes using
Descendants function? Generally, we use FILTER function to achieve the requirement.
WITH SET [CustomAccounts] AS
FILTER ([Account].[Accounts].[Account Level 01].Members , [Account].[Accounts].CurrentMember.Name<>'Net Income')
SELECT {[Measures].[Internet Sales Amount]} ON 0
[CustomAccounts] ON 1
FROM [Adventure Works]
WITH SET [CustomAccounts] AS
FILTER ([Account].[Accounts].[Account Level 01].Members , [Account].[Accounts].CurrentMember.Name='Net Income')
SET [RemainingAccount] AS
[Account].[Accounts].[Account Level 01]- [CustomAccounts]
SELECT {[Measures].[Reseller Sales Amount]} ON 0
[RemainingAccount] ON 1
FROM [Adventure Works]
Results.
References.
http://www.databasejournal.com/features/mssql/article.php/3306101/MDX-Essentials-Basic-Set-Functions-The-Filter-Function.htm
http://social.msdn.microsoft.com/Forums/sqlserver/en-US/c0149678-97f2-4066-903f-7f9e9ff09b56/filtering-out-dimension-members-with-mdx?forum=sqlanalysisservices
Regards,
Charlie Liao
If you have any feedback on our support,
please click here.
Charlie Liao
TechNet Community Support -
Parent Child Hierarchy causes numbers to be different
Hello,
We have a parent child hierarchy in our chart of account dimensions. When the hierarchy is included in an analysis, the numbers are correct. If the hierarchy is not included in the analysis and a column from the dimension with the hierarchy is included, the numbers are very different. They are overstated by a large amount.
For Example, I have two analysis:
-In the first analysis the hierarchy is included and the grand total is 2,383,080,784.
-The second analysis has simply excluded the hierarchy from the analysis and the total shoots all the way up to 6,901,729,527.
I have screen shots but don't know how to include them in this kind of a post.
Has anybody else seen such behavior? This seems like it would be a big deal so either we are doing something wrong or this is a bug that needs fixed.
We are on 11.1.1.6
Thanks in advance,
BrianHi,
Thanks for the reply, I'm actually using snapshots. But even with the Type 2 Dim I don't think it will work.
When OBIEE generates the very first sql against the Parent-Child table the fact table is not included in the query. It seems to create 2 queries - one to find the top level parent (ancestor key is null) and then one to find all the leaf nodes.
It does not have any join to the fact table when it does this. So if you have multiple rows in the table (with date stamps) for a single row (person in this case) - it picks up both rows. Therefore, when you have a person who was, say, promoted to manager, and WAS a leaf node, and is now a manager, they show up in the leaf query and don't display in the hierarchy as a manager.
Once it has the leaf nodes and it joins to the fact table everything works (ie the surrogate key join).
I'm trying to figure out if there is any way to influence those initial queries against the parent-child table.
Hopefully that made sense.
Thanks,
Tori -
Do the custom rollup member formulas work recursively for parent child dimension?
Hi
We have custom rollup set up for Account dimension which is parent child.
It seems to work fine when the custom member formula refers to a base account member i.e. if the formula for MemberKey4 is (MemberKey1 + MemberKey2) then it shows the sum of the underlying members 1 and 2.
But if the formula for MemberKey10 is (MemberKey3 + MemberKey4) then it should evaluate the value for MemberKey4 first and then add to it value for MemberKey3 to come up with final number for MemberKey10.
Do the custom rollup work fine with the recursive calculations? Is this recursion limited to some level?
Thanks
ShaileshHi Jorg,
Thanks for your input.
Actually the hierarhcy is more determined by the parent child relationship. So we cannot move the members as per the formula. And further the formulas are not always additive, there are divisions and multiplactions happening also.
Further the calculated members (account members) are used in different places, the usage level of calculated members could be 3 in some cases i.e. MemberKey15 = (calculated using MemberKey10 = (calculated using MemberKey7 = (Calculated using MemberKey4 = (calculated using base members)))). Now inserting the base members in place of a calcuated member becomes more of string manipulation.
And on the top of above complexity, the formulas are not static and they are more user defined, they may change between time periods, which forces us to write a dynamic procedure to translate the 'business formula' into SSAS formula. We expect the custom rollup to work as expected (i.e. if the formula contains a calculation involving the calculated member, it should resolve that first and so on) and we have written generic procedure to replace the Account Code in the 'business formula' with the accont key value with the account hierarchy char string.
In the link http://doc.ddart.net/mssql/sql2000/html/olapdmad/agmdxadvanced_6jn7.htm for AS2000, it talks about the calculation pass deapth, it says:
.......If a cube has custom rollup formulas or custom rollup operators, a second calculation pass is performed to handle the computations needed to calculate these features.......
Now from the above, it is obvious that the OLAP engine will automatically go into recursion if the formula contains a cacluated member and it knows that the calculated member has to be resolved first before calculating the final formula result. The above article also talks about 'Calculation Pass Number' property in the AdvanceCube Editor (AS2000), which can be set to the value depending on the expected number of passes required in a given scenario. I don't find such an equivalent peoperty for SSAS 2005.
Would anybody please throw some more ideas / insights on this issue?
Jorg, thanks again for your input...
Shailesh -
Hi All,
I am setting up Parent Child Hierarchies in EBS. Currently, we have all of our base-level child accounts under one parent 'ALL'. I am trying to expand this having a level of parents underneath 'ALL' such as 'Cash', 'AR', 'Inventory', etc. My thought was to have 'ALL' set up as the parent of these new parents with 'Parent Values Only' selected rather than 'Child Values Only'. Then I would make all my new parents have the base level child accounts underneath them by selecting 'Child Values Only'. Is this the correct way to set up ALL as the top level parent, Cash / AR / Inventory as the next parent down and then finally all of my base level child accounts?
Specifically, when you have multiple levels of parents, do you have to select 'Parent Values Only' to show the proper hierarchy structure?
Can someone please confirm.
Thx,
MikeHi Leo,
Did you configure closure table? http://www.rittmanmead.com/2010/11/oracle-bi-ee-11g-parent-child-hierarchies-multiple-modeling-methods/
Also make sure to perform the hierarchy changes in offline mode.
Regards,
Dpka
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