Using Wildcards in Row Sets

Wildcards can be used to define the list of accounts to return in your row sets, without specifically naming each account.

 

A wildcard character is a keyboard character such as an asterisk (*) or a question mark (?) that is used to represent one or more characters.  

 

The following wildcards are available:

 

Wildcard character Use Example
Question Mark ? Use the question mark as a substitute for any one of the 36 characters, A through Z and 0 through 9.  Multiple question marks (??) can be used to indicate the number of characters to be substituted. Sage Intelligence Reporting replaces each question mark (?) with the entire range of possible values, including letters. For example, in the range from 12?0 TO 12?4, Sage Intelligence Reporting replaces the question mark in 12?0 with the lowest value in the character set, and replaces the question mark in 12?4 with the highest value in the character set. The question mark (?) can be placed in any position of an account segment. For example, if the rule contains only a controlling accounts segment (assuming a four-character controlling account segment), entering 4??? in a row, all accounts whose controlling account segment value begins with a 4 will be included. A??1 to return A001 to AZZ1.
Asterisk * Use the asterisk to substitute any number of characters or numbers. The asterisk can only be placed alone to return all accounts.. * to return every account

 

Wildcards can be used in combination with account ranges and mathematical calculations. When a single-segment or multi-segmentClosedMost organizations use an account structure that separates business entities into different categories. A fully qualified account contains a value for the natural segment, for example, Cash or Sales, as well as values for additional segments, for example, Location, Division and Department. The following figure demonstrates how the natural segment and the Identifying segments combine to form a fully qualified account number.

 range includes wildcard characters (?), Sage Intelligence Reporting determines the low and high ends of the range, and then includes all values between those ends, inclusive.

 

Filter Description Results may include:
4? Filter all Account Numbers beginning with 4

4000

4000-100

4000-100-10
4???? Filter Account Numbers beginning with 4 and has a minimum of 4 characters thereafter

4000-100

4000-100-10
4000-???-1? Filter Account Numbers with first segment of 4000, second segment of 3 characters and last segment beginning with 1.

4000-100-10

4000-200-10
20-2001-? Filter all accounts beginning with segments 20-2001- 20-2001-000-00-A-AAA up to

20-2001-999-99-Z-ZZZ
20-2001-???-00-A-COM Filter all accounts beginning with segments 20-2001 and ending with -00-A-COM 20-2001-000-00-A-COM up to

20-2001-999-00-A-COM
40000-?? Filter all accounts beginning with segment 40000- 40000-AA up to 40000-ZZ
40000-S? Filter all accounts beginning with 40000-S 40000-SA to 40000-SZ or40000-S1 to 40000-S9
40?00-AA Filter all accounts beginning with40and ending with00-AA 40000-AA to 40900-AA
24400? Filter all accounts beginning with24400 All accounts starting with 244000 up to 244009 with any characters thereafter.
4?00 TO 5?00 In a single segment range, filter accounts ranging from 4000 to 5900.

Tip: If you wanted to only include accounts ending with 00, you could create a reporting tree unit with a filter of ??00 to further filter the results.

 Sage Intelligence Reporting will determine the low end of the range which is 4000 and the high end of the range which is 5900 andreturn all accounts between the ends inclusive. 4000 up to and including 5900, which would include for example, account 4655.
4?5-00-00 to 4?5-03-03 Filter accounts with first segment ranging from 405 up to and including 495 and second and third segments ranging from 00-00 up to and including 03-03.

Tip: If you wanted to only include accounts with the first segment starting with a 4 and ending with a 5, you could create a reporting tree unit with a filter of 4?5-??-?? to further filter the results.

 Sage Intelligence Reporting will determine the low end of the range which is 405-00-00 and the high end of the range which is 495-03-03 and return all accounts between the ends inclusive. 405-00-00 up to and including 495-03-03 which would include for example, account 406-01-02.