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User-Defined Filters

A User Defined Filter (UDF) allows you to define and save pre-set filter criteria for running inquiries. You can create and save multiple UDF sets and then choose the appropriate filter to use prior to running an inquiry.

This functionality will save time when preparing to run an inquiry since you no longer have to populate the filters individually with the desired values. This is especially helpful if you always use certain filter

selections for a department or business unit, for example, so you don’t have to type in the same filter criteria each time you create a new inquiry.

When designing reports for Viewer users, a Power user can add User Defined Filters can add User Defined Filters. They also work as default filters by user. If desired, Viewer users can create their own User Defined Filters and use them in their inquiries. The key is that the filter that the User Defined Set is based on must be in the Filter Layout so the Viewer user has access to this filter.

Your Administrator must set the capability for you to use this feature (Advanced Capabilities under Hubble Inquiry Settings > Feature Control > User Defined Filters). At the appropriate level (for example Everyone, a specific group or specific user), set Write Enable = Yes and select Use User Defined Filters.

Create a UDF Set

The steps to create a UDF set are listed below.

  1. On the Explorer menu, in the UDF group, click on the User Defined Filters.
  2. Click New to name the filter set.
  3. Click Add to add the filter selections.
  4. Alternatively, click Capture to automatically create a set of Items based on the filters that are populated in the current inquiry.
  5. If you clicked Add, either manually type in or use the Visual Assist to define the filter selections.
  6. Click OK.
  7. If desired, choose more filter selections for this User Defined Filter Set.
  8. Click OK to return to the main dialog.

Other options in the User Defined Filter Set dialog

  • Edit - edit an existing User Defined Filter Set.
  • Remove – remove a User Defined Filter Set.
  • Copy - copy a User Defined Filter Set.
  • Default - apply the selected User Defined Filter Set to all new inquiries.
  • Apply - apply the selected User Defined Filter Set to the current inquiry.
  • The Apply to all Open Inquiries checkbox works in conjunction with the Apply button in that it will apply the selected User Defined Filter Set to all open inquiries, including report packs.

Defined Filter Set

You can designate a default User Defined Filter Set to be used when opening a new inquiry so that those values automatically are populated in the filters.

  1. On the Explorer menu, in the UDF group, click User Defined Filters.
  2. Highlight the User Defined Filter Set you wish to set as the default.
  3. Click Default. You see this is marked accordingly under the column Is Default.

    Note:

    • You can have multiple default User Defined Filter selections.
    • To remove the default status of a User Defined Filter Set, select it and click Default again to remove this setting.

Apply a User Defined Filter Set

From within a new or existing inquiry, apply a UDF set by doing the following:

  1. Go to the Explorer menu, in the UDF group, click on the drop-down next to the User Defined Filters button.
  2. Select the User Defined Filter Set you wish to apply.

Alternatively, while within the User Defined Filter Set dialog, select the User Defined Filter Set and then click on either:

  • Apply – if you wish to apply the User Defined Filter Set to the current inquiry
  • Mark the Apply to all Open Inquiries checkbox apply the selected User Defined Filter Set to all open inquiries, including report packs

    • Note: A User Defined Filter Set will only override the filters that are specified in that set. Any other populated filters in the inquiry will remain populated as they were before the User Defined Filter Set was applied. Also, User Defined Filter Sets will only be applied to filters that are visible in the main layout of the inquiry. This is important for reporting purposes in order to ensure visibility of the filter values that are being applied.

Filter Controls

Any filter control added via Filter Layout or Explorer Filter Layout is respected. If any control has been added, you will see the controlled data accordingly when choosing filter selections.

Percent Split Functionality

The Percent Split feature takes values found on the database and splits them into multiple values depending on a percentage. You can do this to allow part-ownership of entities, i.e. for joint venture purposes. For example you could split all values for Company 1 into 30% for Business Unit 1, 30% for Business Unit 2 and 40% for Business Unit 3, regardless of which business unit they belonged to originally. The values you create are uploaded to a database that your Administrator has specified in the profile.

The general steps for an end user to use percent split are the following:

  1. Set up a percent split definition based on a specific table and the fields that can be split.
  2. Enter in the percentage values.
  3. Choose the split percentage to add to your inquiry in order to apply it and update the database.

Percent Split can be used on the following tables:

  • F0006 – Business Unit Master
  • F0006S - Business Unit Snapshot
  • F0010 - Company Constants
  • F0025 - Ledger Currency Overwrite
  • F0101 - Address Book Master
  • F0111 - Address Book Who's Who
  • F0115 - Address Book - Contact Tel Number
  • F01151 - Address Book - Electronic Address
  • F0116 - Address by Date
  • F0901 - Account Master
  • F0909 - Chart of Accounts - Reference File
  • F1201 - Asset Master
  • F1501B - Tenant/Lease Master
  • F1507 - Unit Master File
  • F1720 - Contract Header
  • F1755 - Customer Calls
  • F4074 - Price Adjustment Ledger
  • F4101 - Item Master
  • F4201 - Sales Header File
  • F44H201 - Lot Master (Enterprise One)
  • F44H301 - Plan Master (Enterprise One)
  • F44H401 - Option Master (Enterprise One)
  • F44H501 - Sales Master (Enterprise One)
  • F4801 - Work Order Master

Percent split definitions are not available to be put into RIO or Reusable Inquiry Objects.

Percent Split Setup in Administrator

The following must be set up by your Administrator in order to use this functionality:

  1. The data entry information must be entered in the profile being used so that data can be uploaded to the specified database.
  2. The appropriate Advanced Capabilities, located under Options > Percent Split, must be granted according to which capabilities you wish the user to have. These options are only visible IF the capabilities have been granted.
    1. Choose Percent Splits – allow the user to choose which percent splits to add to the inquiry.
    2. Contribute to Percent Splits – allow the user to contribute to percent splits.
    3. Create & Edit Percent Splits – allow the user to create and edit percent splits.
    4. Percent Split Table Management – allow access to the Clean Up Tables dialog where percent split database tables can be removed.

Configure Percent Split in Administrator

  1. An empty database or library must be created for its Repository (separate from the Object Repository). The Percent Split Repository must be located on the same database as JD Edwards data.
  2. In Administrator for the profile being used in the inquiry, you must do the following:
    1. Enable data entry
    2. Define the data connection being used
    3. Define the database/library in which data will be uploaded

Percent Split in Hubble

Percent split is on the Inquiry Objects menu in the Inquiry Objects group. Depending on which Advanced Capabilities are granted to you, there are various dialogs that can be launched:

  • The Choose Percent Split dialog, accessed either by clicking on the Percent Split button or clicking on the drop-down menu option Choose Percent Split (to the right of the Percent Split button).
  • The Contribution dialog, accessed by clicking on the drop-down menu option Contribute (to the right of the Percent Split button), is only available when there are percent split definitions already set up.
  • The Setup Percent Split dialog, accessed by clicking on the drop-down menu option Setup Percent Split (to the right of the Percent Split button).

Options in the Setup Percent Split dialog

The Setup Percent Split dialog lists each defined percent split as well as its details: name, table built on, number of data sets entered on it, and whether it has been saved or if it is new.

Percent Splits are managed through the buttons in this dialog:

  • New – define a new percent split based on a specific table.
  • Edit – edit existing percent splits.
  • Import – import a percent split definition that is already defined on another inquiry.
  • Remove – remove existing percent splits.
  • Properties – view properties of the percent split, such as its definition, usage and statistics about the data.
  • Clean Up Tables –permanently delete the database tables created by the percent split.

Participant Settings in the Properties Dialog

The Participant Settings section in the Properties dialog displays contributor and approver information; this functionality will be available in future software releases.

Set up a New Percent Split Definition

A percent split definition defines the table and the columns that should be split.

  1. Launch the Setup Percent Split dialog (to the right of the Percent Split button on the Inquiry Objects menu).
  2. Click New.
  3. Following the wizard, click Next.
  4. Enter the name and table on which the split will be based.
  5. Click Next.
  6. Click Analyze Table to list all columns in the table; all columns found in the designated table are listed as “Do Not Use” until you specify how they should be used.
  7. Highlight the column(s) you wish to split or mark as a key column and then use the appropriate radio button to mark it as such.

    8. Note: Note that you can use the CTRL +SHIFT to do multiple selections.

  1. Key Columns* – key columns in the table.

    Note: * Key columns in a table - The key columns refer to the primary keys of the table in JD Edwards, so this requires a user with significant knowledge to identify these. The reason why it is so important to include all key columns is that if you create a percent split on a table and are missing any of these columns, the split will return incorrect data.

  1. Splitable Columns – columns that can be split into multiple values based on percentages.
  1. Click Next.
  2. Click Finish.
  3. To save the percent split definition, save the inquiry after creating the definition.

Edit a Percent Split Definition

After a percent split definition has been created, it can be changed as long as no data has been entered. After data entry has started, only changes to the columns are permitted. The name and the table cannot be changed.

If data has not yet been entered, you can edit the definition as follows:

  1. Launch the Setup Percent Split Configuration dialog (to the right of the Percent Split button on the Inquiry Objects menu).
  2. Highlight the percent split definition you wish to edit.
  3. Click Edit.
  4. Walk through the wizard and make the necessary changes.
  5. Click Finish.
  6. Once you are back to the Percent Split Configuration dialog, click OK to save the changes and exit the dialog.
  7. Save the inquiry in order to save all settings for the percent split definition.

Use a Percent Split Definition that is already on another Inquiry

  1. Launch the Setup Percent Split dialog. This is located to the right of the Percent Split button on the Inquiry Objects menu.
  2. Click Import.
  3. Choose the percent split definition to add to your inquiry.
  4. Click OK.
  5. You can now make changes to that percent split, contribute to it or use it inside the inquiry.

Enter Percent Split Data

After a split definition has been created, you can enter data or “contribute” to the percent split.

  1. Launch the Setup Percent Split dialog (to the right of the Percent Split button on the Inquiry Objects menu).
  2. To narrow down the data results, you can filter on any of the key columns; otherwise leave the wildcard selections to display all data.
  3. Click the arrow to the right of the filters to retrieve data. The data is displayed in the form of a spreadsheet, displaying all key columns followed by all splitable columns. Data entry is done in this spreadsheet.
  1. The spreadsheet displays all existing percent split data entered already into the system. To add a new split, highlight the cell you want to split and either double-click or click the “Add” or “+” on the toolbar.
  2. Enter in the new value you wish to add as well as the percentage this value will account for.
  3. Click New to add the next value you wish to add as well as the percentage this value will account for.
  4. Click OK when finished entering in all values and percentages.
  5. The new values now display in the spreadsheet:
  1. Click Apply to apply changes or OK to apply changes and exit the dialog at the same time.

Delete Percent Split Data that has already been entered

Each percent split definition that is created (once the inquiry is saved) will create a table in the database. Typically you would not delete a table that is being used by an existing inquiry. That means that as soon as an inquiry is saved, the table should not be deleted anymore. In certain situations, however, you may still want to remove percent split data in the database. This can be done through the Clean Up Tables dialog.

If permissions have been granted to you to Clean Up Tables, you can remove the tables as follows:

  1. Launch the Setup Percent Split dialog (to the right of the Percent Split button on the Inquiry Objects menu).
  2. Click Clean Up Tables.
  3. Highlight the percent split definition you wish to remove.
  4. Click Remove. (The selected record is marked with a red X.)
  5. Click OK to permanently delete the percent split database tables.
  6. Click OK to exit the dialog.

    Note:

    • The Restore button can be used to “un-delete” the selected definition prior to clicking OK.
    • *Clean Up Tables dialog: Besides being able to access Clean Up Tables from the Setup Percent Split dialog, Administrators can right-click on a specific profile and choose the Clean Up Tables option.

Example: Percent Split over the F0006 Table

  1. If you want to split values in the Business Unit Master Table, you can set up the percent split definition over the F0006 Table:
  2. Click Analyze Table.
  3. Select and mark the columns that are Key Columns and those that are Splitable Columns. In this example, we marked Business Unit as the Key Column and Division (not visible in screenshot) as the Splitable Column.
  4. Here is what the data looks like prior to percent split values being entered:
  5. To enter in percent split values, go to Contribute. Enter in the filter as desired (either wildcard or a specific value) and click the arrow to the right of the dialog to bring back the data in this table.
    In this example we are going to split the first record, BU 1 and Original Division 110, split into Divisions 115 and 130, each at 50%.
  6. To add a new split, highlight the cell you want to split and either double-click or click the “Add” or “+” on the toolbar. You can manually define each of the new values or use the Visual Assist to retrieve them. Define the percentage for each value as well.
  7. After clicking OK, you will see the new split values in the Percent Split Contribution dialog:
  8. To apply the percent split values to your data, launch the Choose Percent Split dialog (to the right of the Percent Split button on the Inquiry Objects menu).
  9. Select the percent split definition and click OK.
  10. Run the inquiry and you see that your data has been updated according to the percentage values you entered: