Guidance for Account, by CC Expiration Date

Last updated
Save as PDF

The "Account, by CC Expiration Date" data source is very similar to the Account Data Source in the new Reporting solution. The main difference between the two data sources is that the "Account, by CC Expiration Date" data source contains an additional field called Credit Card Expiration Date. This field corresponds to a combination of the Default Payment Method: Credit Card Expiration Month and Default Payment Method: Credit Card Expiration Year fields of the Account data source. For example:

Account		Account, by CC Expiration Date
Default Payment Method: Credit Card Expiration Month	Default Payment Method: Credit Card Expiration Year	Credit Card Expiration Date
2	2016	2/28/2016
6	2015	6/30/2015
12	2020	12/31/2020

Other fields of the "Account, by CC Expiration Date" data source are identical to fields of the Account data source in the new Reporting solution.

The following table explains how to recreate reports that use the Credit Card Expiration Date field of the "Account, by CC Expiration Date" data source.

Use of the "Account, by CC Expiration Date" data source in the old Reporting solution	How to replicate using the Account data source in the new Reporting solution	Example
Filter on Credit Card Expiration Date in a report of any type	Filter on both Default Payment Method: Credit Card Expiration Month and Default Payment Method: Credit Card Expiration Year	Replace: Credit Card Expiration Date < 12/31/2016 by: Default Payment Method: Credit Card Expiration Month <= 12 AND Default Payment Method: Credit Card Expiration Year <= 2016
Group on Credit Card Expiration Date in a summary or crosstab report	Group on both Default Payment Method: Credit Card Expiration Month and Default Payment Method: Credit Card Expiration Year	Replace: Group by Year(Credit Card Expiration Date), Month(Credit Card Expiration Date) by: Group by Default Payment Method: Credit Card Expiration Year, Default Payment Method: Credit Card Expiration Month
Sort on Credit Card Expiration Date in a column report	Sort on Default Payment Method: Credit Card Expiration Year and then on Default Payment Method: Credit Card Expiration Month	Replace: Sort by Credit Card Expiration Date ascending by: Sort by Default Payment Method: Credit Card Expiration Year ascending, then Default Payment Method: Credit Card Expiration Month ascending

Use of the "Account, by CC Expiration Date" data source in the old Reporting solution

How to replicate using the Account data source in the new Reporting solution

Example

Filter on Credit Card Expiration Date in a report of any type

Filter on both Default Payment Method: Credit Card Expiration Month and Default Payment Method: Credit Card Expiration Year

Replace:

Credit Card Expiration Date < 12/31/2016

by:

Default Payment Method: Credit Card Expiration Month <= 12 AND Default Payment Method: Credit Card Expiration Year <= 2016

Group on Credit Card Expiration Date in a summary or crosstab report

Group on both Default Payment Method: Credit Card Expiration Month and Default Payment Method: Credit Card Expiration Year

Replace:

Group by Year(Credit Card Expiration Date), Month(Credit Card Expiration Date)

by:

Group by Default Payment Method: Credit Card Expiration Year, Default Payment Method: Credit Card Expiration Month

Sort on Credit Card Expiration Date in a column report

Sort on Default Payment Method: Credit Card Expiration Year and then on Default Payment Method: Credit Card Expiration Month

Replace:

Sort by Credit Card Expiration Date ascending

by:

Sort by Default Payment Method: Credit Card Expiration Year ascending, then Default Payment Method: Credit Card Expiration Month ascending