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Hoping for some help..client wants the report as an enquiry screen, so I setup the data source exactly the same as the report, and the joins. Now the issue is the report has a filter that the generic enquiry cannot seem to handle :
GLHistoryByPeriod.LastActivityPeriod IsGreaterThanOrEqualTo ='01'+Right(@PeriodID,4)
The @PeriodID being the parameter for the period chosen.
Please can you help with any ideas on how I can make this happen that will be great. I wasn't able to upload my workings for u here as it said file was not allowed but happy to share it.
Don't see the problem - GI should easily be able to handle that Condition. Please share a screen shot of your GI Conditions.
If you don't know how to share screenshots on the forum: https://www.augforums.com/embed-image-multiple-images-post/
I did something very similar except I knew the customer would almost always be looking at the previous month's activity. Therefore I set the defaults based on that.
Here are the tables I included in the GI
The attached Excel spreadsheet documents the links between tables.
If you are running a late enough version of 2018 R2, you will find that you can reference individual segments within the subaccount via the formula editor if you also link in the GL.Sub table. I haven't tried to bring in and filter the list of segments to use as a scheme reference and validated list of options in the parameter yet but this way further ahead than what we could do before.
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