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Can I Use An Excel Intelligence Formula For Job Level Reporting?

Posted By KeithF over 2 years ago

I currently use @GLActual and @GLBudget formulas to pull financial data by GL accounts. Is there a way to add another layer and pull this same type of info for specific job numbers (customers)? Right now it looks like the 3 dimensions the formulas use are 1. GL Account 2. Year 3. Period. I'm looking to add a 4th dimension if that is possible.

Keith

Doc102208 over 2 years ago

Here are the Arguments that the GLActual has available.
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Sandra Smith over 2 years ago

Hi Keith,

You can create a SQL Join to join the 100 jobs tables and bring in the job number data.. You would do this using the Connector Module. Video on generally how to do this: https://www.youtube.com/watch?v=dnB0WYfnDfk
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Sage 100

Can I Use An Excel Intelligence Formula For Job Level Reporting?

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