I feel a little blind. In an analytics workbook dataset, how do I get the header level department on transaction? It exists for Transaction Line but not at the header level. Closest thing I could find in help was this but it's giving me errors about the parent fields not being accessible.

CASE WHEN {department.parent#display} IS EMPTY THEN {department#display}

WHEN {department.parent.parent#display} IS EMPTY THEN {department.parent#display}

ELSE {department.parent.parent#display}

END

For example, if your invoice header lists the department as G&A, and on the item line, the department is listed as SF, then in your dataset with the criteria 'main line is true', you can use the transaction line's department , the result will show the department from the header, which is G&A.

@Marc That's good to know about the formula. I just got it from Answers. I do need to be able to grab both header and line level Departments on transactions though, like is Line level Null then pull Header level. It doesn't appear that the header level field for Department is available to choose from though in the formula builder