EXPANDACCOUNTGROUPRANGE filter by type

Posted about 5 hours ago by Dean_hess

D
Dean_hess

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The EXPANDACCOUNTGROUPRANGE function is useless for us. There is no way to filter by Asset, Liability, Income and Expense unless we change our account group codes. Could that be updated in the future to allow us to filter by Type? 

Right now we have to export the list and lookup the values in that list.

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Gabriel Michaud

Gabriel Michaud posted about 1 hour ago

Sneak peek at the next version of Velixo:

As an example, =EXPANDACCOUNTGROUPRANGE("Acumatica",,,"E") will give you expense account groups only.



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Gabriel Michaud

Gabriel Michaud posted about 4 hours ago

Hi Dean,

Fair point, and I've already raise a suggestion internally to modified the function to add an argument that would allow you to filter by type.

In the meantime, here's a function that will give you a list of account groups filtered by type:

=LET(AccountGroups,GI("Acumatica","VelixoReportsPro-AccountGroups",,"Type,AccountGroupCD",FALSE),INDEX(FILTER(AccountGroups,INDEX(AccountGroups,,1)="Expense",""),,2))

Just replace "Acumatica" by your actual connection name, and "Expense" by the type you are interested in.

Internal reference for the enhancement: RD-13334

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