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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Cross-platform tools

Data Inclusion

Data Inclusion
 is used for managing record types to determine what must be included in the results versus what may be included in the results.
Inclusion type
Description
Must
A Full Join. This means all criteria must be met in order for a record to appear on the report.
May
A Left Join. This means the record will appear regardless of whether or not the criteria are met.
To open the
Data Inclusion
 pop-up, first load an existing report or save the report presently on the screen. Once a report is selected or saved, click “Data Inclusion” at the top of the screen.
Clicking
Data Inclusion
 will open the
Data Inclusion
 pop-up.
If no report was saved or selected, the grid will be blank and no action can be taken.
Click
X
 to close the pop-up.
If a report was selected, the following three columns will appear in the pop-up. These columns are defined in more detail below:
Column
Description
Data Source
This is the name of the selected data source table, as named by its semantic layer Display Name.
Inclusion Type
  • Must Include
    : The selected data source is a Full Join and must be included in the results. Tables will default as “Must Include”. All parent data sources and data sources used in restrictions and ordering must be included. Example: If Child Records must be included, then header lines without child records will not appear in the result set.
  • May Include
    : The selected data source is a Left Join and may be included in the results. Example: If Child Records may be included, then all header lines (regardless of whether or not the line has any child records) will appear in the result set.
Switch
This button will switch the data source’s inclusion type. Example: If
Receipt History HTS Values
 is listed as
Must Include
, clicking
Switch
 will change it to
May Include
 and vice versa.

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