This query was raised during a recent webinar. Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here.
0 Votes
Gabrielle Day posted
about 2 months ago
AdminBest Answer
Yes, custom attributes can be used within Excel formulas, but only if a catalog has been set up for that custom attribute first. The catalog is where the codes are created, and without one, the formula has nothing to reference.
The attribute type is the category itself, for example Department, Cost Centre or Fund. The code is the specific value within that category, for example Sales, Marketing or HR. Both come from the catalog linked to the attribute.
Using the standard IP.GLBaseAmount formula, you can filter by a custom attribute, for example:
IP.GLBaseAmount(entitycode, periodcode, accountcode, "(Custom Attribute Type Name)", customattributecode)
This is a simplified example to demonstrate the approach. The Custom Attribute Type Name should match the attribute type configured in your iplicit environment, which you can check under the Attributes screen. The customattributecode should match one of the codes set up in the linked catalog.
For the full setup, including creating the catalog and linking it to an attribute, see our knowledge article: Custom Attribute - Customer Support
0 Votes
1 Comments
Gabrielle Dayposted
about 2 months ago
AdminAnswer
Yes, custom attributes can be used within Excel formulas, but only if a catalog has been set up for that custom attribute first. The catalog is where the codes are created, and without one, the formula has nothing to reference.
The attribute type is the category itself, for example Department, Cost Centre or Fund. The code is the specific value within that category, for example Sales, Marketing or HR. Both come from the catalog linked to the attribute.
Using the standard IP.GLBaseAmount formula, you can filter by a custom attribute, for example:
IP.GLBaseAmount(entitycode, periodcode, accountcode, "(Custom Attribute Type Name)", customattributecode)
This is a simplified example to demonstrate the approach. The Custom Attribute Type Name should match the attribute type configured in your iplicit environment, which you can check under the Attributes screen. The customattributecode should match one of the codes set up in the linked catalog.
For the full setup, including creating the catalog and linking it to an attribute, see our knowledge article: Custom Attribute - Customer Support
This query was raised during a recent webinar. Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here.
0 Votes
Gabrielle Day posted about 2 months ago Admin Best Answer
Yes, custom attributes can be used within Excel formulas, but only if a catalog has been set up for that custom attribute first. The catalog is where the codes are created, and without one, the formula has nothing to reference.
The attribute type is the category itself, for example Department, Cost Centre or Fund. The code is the specific value within that category, for example Sales, Marketing or HR. Both come from the catalog linked to the attribute.
Using the standard IP.GLBaseAmount formula, you can filter by a custom attribute, for example:
IP.GLBaseAmount(entitycode, periodcode, accountcode, "(Custom Attribute Type Name)", customattributecode)This is a simplified example to demonstrate the approach. The Custom Attribute Type Name should match the attribute type configured in your iplicit environment, which you can check under the Attributes screen. The customattributecode should match one of the codes set up in the linked catalog.
For the full setup, including creating the catalog and linking it to an attribute, see our knowledge article: Custom Attribute - Customer Support
0 Votes
1 Comments
Gabrielle Day posted about 2 months ago Admin Answer
Yes, custom attributes can be used within Excel formulas, but only if a catalog has been set up for that custom attribute first. The catalog is where the codes are created, and without one, the formula has nothing to reference.
The attribute type is the category itself, for example Department, Cost Centre or Fund. The code is the specific value within that category, for example Sales, Marketing or HR. Both come from the catalog linked to the attribute.
Using the standard IP.GLBaseAmount formula, you can filter by a custom attribute, for example:
IP.GLBaseAmount(entitycode, periodcode, accountcode, "(Custom Attribute Type Name)", customattributecode)This is a simplified example to demonstrate the approach. The Custom Attribute Type Name should match the attribute type configured in your iplicit environment, which you can check under the Attributes screen. The customattributecode should match one of the codes set up in the linked catalog.
For the full setup, including creating the catalog and linking it to an attribute, see our knowledge article: Custom Attribute - Customer Support
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