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