Modifying Views for the Unit History Page
New history IDs do not appear on the Unit History page until you modify these views:
-
BU_SUM_DVW
-
BU_SUM_LP_DVW
For example, to add a new history ID called WIDGET_SALES, change the view text on each of the views as shown here.
BU_SUM_DVW
Change the view text to:
SELECT BUSINESS_UNIT,
CUST_HIST_ID,
FISCAL_YEAR,
ACCOUNTING_PERIOD,
SUM(HIST_AMT),
CURRENCY_CD
FROM PS_CUST_HISTORY
WHERE CUST_HIST_ID IN ('SALES', 'WIDGET_SALES')
GROUP BY BUSINESS_UNIT, CUST_HIST_ID, FISCAL_YEAR, ACCOUNTING_PERIOD, CURRENCY_CD
BU_SUM_LP_DVW
Change the view text to:
SELECT H.BUSINESS_UNIT,
H.CUST_HIST_ID,
H.FISCAL_YEAR,
H.ACCOUNTING_PERIOD,
SUM(H.HIST_AMT),
H.CURRENCY_CD
FROM PS_CUST_HISTORY H
WHERE H.CUST_HIST_ID IN ('SALES', 'WIDGET_SALES')
AND H.FISCAL_YEAR =
(SELECT MAX(FISCAL_YEAR)
FROM PS_CUST_HISTORY
WHERE BUSINESS_UNIT = H.BUSINESS_UNIT
AND CUST_HIST_ID = H.CUST_HIST_ID)
AND H.ACCOUNTING_PERIOD =
(SELECT MAX(ACCOUNTING_PERIOD)
FROM PS_CUST_HISTORY
WHERE BUSINESS_UNIT = H.BUSINESS_UNIT
AND CUST_HIST_ID = H.CUST_HIST_ID
AND FISCAL_YEAR = H.FISCAL_YEAR)
GROUP BY H.BUSINESS_UNIT,
H.CUST_HIST_ID,
H.FISCAL_YEAR,
H.ACCOUNTING_PERIOD,
H.CURRENCY_CD