Has anyone been able to create a generic inquiry that can include both actual and budget numbers by period, account, and sub account? I can’t seem to find the right combination of relationships to get this to work properly.
Question
Generic Inquiry by Period that includes both GL and Budget dat
+4Hi
Try creating two Sub-GIs: the first one containing the actual numbers and the second one containing the budget. Both should be grouped by Period, Account, and Sub-account. Then create a main GI that uses these two Sub-GIs as data sources, joining them by Period, Account, and Sub-account. This will allow you to display values from both Sub-GIs in the same GI and use them for calculations if needed.
Hi
Try creating two Sub-GIs: the first one containing the actual numbers and the second one containing the budget. Both should be grouped by Period, Account, and Sub-account. Then create a main GI that uses these two Sub-GIs as data sources, joining them by Period, Account, and Sub-account. This will allow you to display values from both Sub-GIs in the same GI and use them for calculations if needed.
I did that and now I’m getting a lot of invalid column name errors on the GI that joins the other 2. I’m guessing the join is not working properly. Do I still need to use the Period, Account, and Subaccount from their source DACs? Or is something else causing it?
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