[Solved] Unit Set filtering on ProjectID
I have a customer who utilizes manual project numbering with some logic built into the project ID's, and I am trying to filter a project report using Unit Sets. As an example, the project ID could be something like 1812015, and the first 4 digits represent the year and month, and the last 3 digits specify the project type and number. What I need to do is build a unit set that groups by the last 3 digits - all projects that end with 000-099, all projects that end with 100-199, etc.
I'm trying to use wildcards in the Project ID field on the unit set but it is not working correctly (all records are returned):
Anyone have any thoughts? The wildcards aren't working on the Project ID field like they do on Subaccounts in a GL report.
I figured this out. I was trying to get a range of the last 3 digits previously, such as 000 through 099. Really though, all I need is the 5th digit to be 0, so I changed my wildcards to '1???0??' for both the start and end project and it worked. It now shows all transactions for projects where the 5th digit is 0.
Thanks for posting the solution Myrcenary. Just curious here, have you tried removing it from the End Project field to see if it behaves the same?
I haven't tried this with Projects, but with the GL Account field you only have to put the wildcards in the From Account field because it ignores the End Account field.
Yes, it does also work if you exclude the "End Project" field value. I originally was trying to pull in a range of values, so I used both a Start Project and End Project, but now that I am really only looking for 1 value in the project string I could use just the Start Project field.
Good thought, and saves some data entry on future reports that may be similar.