Separating the Account number and Alias from Standard Account Display in Vena
Hi Everyone
I just wanted to share something that many of you may come across:
The standard way that Vena displays accounts is by showing both account numbers and alias in brackets together. Most of you may have had this situation where you would like to separate the Account Number and Alias. Reasons may include just a different way of reporting and displaying the accounts. You may just want the description of the account or just the account number for lookups.
Suppose we have a form with the below Accounts:
Separating Accounts
If the Accounts are in column G of the form. To get the Account Number from the Account, we can add a column to the right of G and use the below using FIND function in combination with text parsing functions (LEFT, RIGHT, and LEN):
=RIGHT(LEFT(G26,FIND(" (",G26,1)-1),LEN(LEFT(G26,FIND(" (",G26,1)-1)))<o:p></o:p>
Once the formula works for one Account, you can simply copy and paste the formula in the rows below to view only the Account Numbers.
For example, if the Account is '3006 (Sales A)', the above formula will fetch the Account Number 3006. Below screenshot shows how we have got the Account Number using the above formula.
Separating Alias
If the Accounts are in column G of the form. To get the Alias from the Account, we can add a column to the right of G and use the below similar function that finds the text between the brackets:
=MID(G26,FIND("(",G26)+1,FIND(")",G26)-FIND("(",G26)-1)
The above formula will fetch the Alias from between the two parentheses.
Once the formula works for one Account, you can simply copy and paste the formula in the rows below to view only the Alias for all the other Accounts.
For example, if the Account is '3006 (Sales A)', the above formula will fetch the Alias 'Sales A'. Below screenshot shows how we have got the Alias using the above formula.
Thanks Everyone
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Mark Dose
Delbridge Solutions
mdose@delbridge.solutions
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Original Message:
Sent: 08-02-2022 19:45
From: Tasha Orange
Subject: Help Each Other Grow | Vena Uses, Tips, Best Practices, Templates and Thoughts
My first thought to share is related to steps I should have followed prior to going through the Vena implementation process.
I did the required Vena training and loved every moment of it. I wish that I had given more thought during that training process to how the Vena language and format would best be set up for my organization. I would have loved to have a better understanding of how all the different areas worked and flowed together. From something as simple as how workflow naming conventions or reports and notifications, would be be available and/or appear to an end user. That knowledge would have assisted me to better relay pertinent details to my implementation team and in the most effective manner. Things can get lost in translation and once you've started down one road, it can be hard to get back on the track that you want to be on for the finish.
Given what I know now, I would have taken time to whiteboard everything and begin again. I'd take the time to pull out pieces of the training that were in line with what I wanted to achieve or see in my organization's setup. I'd also do more intensive training in the areas of most importance, not just the requirements. Then I'd look at Vena with fresh eyes (not starry eyes, lol) and have a fully outlined plan of my own to share with my Vena implementation team. Vena is such a great platform that thinking these things through can give you an edge on reporting and analytics that is second to none.
Well those are my thoughts on what to think about prior to implementation. If this thought process helps one of you, then I've achieved what I set out to do. Thanks!! :)
#Implementation #GiveAndGetHelp #LetsGrow
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Tasha Orange
Accounting & Finance Manager
US Assure
Original Message:
Sent: 08-02-2022 19:29
From: Tasha Orange
Subject: Help Each Other Grow | Vena Uses, Tips, Best Practices, Templates and Thoughts
Hello everyone! As a new Vena user still going through the growing pains of how to best utilize our Vena platform, I am hoping that we can help each other grow.
I'd like this thread to be a place that we can share our Vena implementation and uses. Be it sharing our own tips, workarounds, best practices, templates or thoughts, I'd love to hear about your Vena wins and the research/training/steps that got you to that moment. Maybe we can make your win, a win for others' teams too!
I'll start off with my thoughts in the replies. :)
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Tasha Orange
Accounting & Finance Manager
US Assure
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