That was what I was looking for. Thanks!
Thanks,
Kunal
________________________________
From: Bruce Larson <epicor@...>
To: vantage@yahoogroups.com
Sent: Monday, June 1, 2009 11:51:55 AM
Subject: RE: [Vantage] Aggregation and Sum needed in dashboard
Yes,
Sorry, I don't have a software image to work from right now.
I'm working from memory of the complete system.
Bruce
-----Original Message-----
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of
Kunal Ganguly
Sent: Monday, June 01, 2009 11:43 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Aggregation and Sum needed in dashboard
Do you mean the summarize checkbox?
Thanks,
Kunal
____________ _________ _________ __
From: Bruce Larson <epicor@erpgeek. com>
To: vantage@yahoogroups .com
Sent: Monday, June 1, 2009 11:32:59 AM
Subject: RE: [Vantage] Aggregation and Sum needed in dashboard
Kunal,
You need to use the subtotal capability when you build the expression for
the BAQ.
When you are selecting your tables - note the subtotal checkbox on that
form.
After you have done this, in the display form, you will create a calculated
field.
Bruce
bruce@ERPgeek. com
www.ERPgeek. com
-----Original Message-----
From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf
Of
Kunal Ganguly
Sent: Monday, June 01, 2009 10:53 AM
To: Vantage Yahoo Group
Subject: [Vantage] Aggregation and Sum needed in dashboard
Hello,
I need to create a dashboard which will show me the total payments made to a
vendor for a certain time period. Unfortunately, I cannot figure out how to
do "totals" in a dashboard (i know about the ability to use the group by and
summation bars in the dashboard interface, but that cannot be transferred to
excel).
Essentially, my users need to be able to copy and paste the data into an
Excel sheet, which is not possible using the existing group by and summation
options in a dashboard.
This is the simple SQL query (sometimes I honestly wish the BAQ interface
would accept SQL) -
SELECT vendornum, SUM(tranamt) AS totalamt
FROM aptran
WHERE (trantype = 'PAY') AND (trandate BETWEEN CONVERT(datetime,
'11/1/08') AND CONVERT(datetime, '12/1/08'))
GROUP BY vendornum
Thanks,
Kunal
[Non-text portions of this message have been removed]
------------ --------- --------- ------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups. yahoo.com/ group/vantage/ files/.
(2) To search through old msg's goto:
http://groups. yahoo.com/ group/vantage/ messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
------------ --------- --------- ------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups. yahoo.com/ group/vantage/ files/.
(2) To search through old msg's goto:
http://groups. yahoo.com/ group/vantage/ messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
Thanks,
Kunal
________________________________
From: Bruce Larson <epicor@...>
To: vantage@yahoogroups.com
Sent: Monday, June 1, 2009 11:51:55 AM
Subject: RE: [Vantage] Aggregation and Sum needed in dashboard
Yes,
Sorry, I don't have a software image to work from right now.
I'm working from memory of the complete system.
Bruce
-----Original Message-----
From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of
Kunal Ganguly
Sent: Monday, June 01, 2009 11:43 AM
To: vantage@yahoogroups .com
Subject: Re: [Vantage] Aggregation and Sum needed in dashboard
Do you mean the summarize checkbox?
Thanks,
Kunal
____________ _________ _________ __
From: Bruce Larson <epicor@erpgeek. com>
To: vantage@yahoogroups .com
Sent: Monday, June 1, 2009 11:32:59 AM
Subject: RE: [Vantage] Aggregation and Sum needed in dashboard
Kunal,
You need to use the subtotal capability when you build the expression for
the BAQ.
When you are selecting your tables - note the subtotal checkbox on that
form.
After you have done this, in the display form, you will create a calculated
field.
Bruce
bruce@ERPgeek. com
www.ERPgeek. com
-----Original Message-----
From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On Behalf
Of
Kunal Ganguly
Sent: Monday, June 01, 2009 10:53 AM
To: Vantage Yahoo Group
Subject: [Vantage] Aggregation and Sum needed in dashboard
Hello,
I need to create a dashboard which will show me the total payments made to a
vendor for a certain time period. Unfortunately, I cannot figure out how to
do "totals" in a dashboard (i know about the ability to use the group by and
summation bars in the dashboard interface, but that cannot be transferred to
excel).
Essentially, my users need to be able to copy and paste the data into an
Excel sheet, which is not possible using the existing group by and summation
options in a dashboard.
This is the simple SQL query (sometimes I honestly wish the BAQ interface
would accept SQL) -
SELECT vendornum, SUM(tranamt) AS totalamt
FROM aptran
WHERE (trantype = 'PAY') AND (trandate BETWEEN CONVERT(datetime,
'11/1/08') AND CONVERT(datetime, '12/1/08'))
GROUP BY vendornum
Thanks,
Kunal
[Non-text portions of this message have been removed]
------------ --------- --------- ------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups. yahoo.com/ group/vantage/ files/.
(2) To search through old msg's goto:
http://groups. yahoo.com/ group/vantage/ messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
------------ --------- --------- ------
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups. yahoo.com/ group/vantage/ files/.
(2) To search through old msg's goto:
http://groups. yahoo.com/ group/vantage/ messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups. yahoo.com/ group/vantage/ linksYahoo! Groups Links
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]