How do I modify Sales Profitability Analysis Detailed to be summarized

  • 2 March 2023
  • 3 replies

Userlevel 3

Hi all,


I am trying to make a GI to show the top 100 customers by sales numbers. I think the easiest way to do this is to modify the Sales Profitability Analysis Detailed report to make it summarized.

For example, I would like to add all of the line items for the same customers together to get a net sale number for the customer, and only show each customer once. How would I go about doing this?


Thanks all for the help!


Best answer by estebanperalta54 2 March 2023, 19:08

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3 replies

Userlevel 6
Badge +3

@aidenwills15 One option is to group the GI by customer but I’ve more often seen these GIs be summarized using pivot tables. This video provides helpful explanation:


Userlevel 3

@estebanperalta54 That works perfectly. Thank you!

Userlevel 4
Badge +1

We use pivot tables on the Sales Profitability Analysis GI for a lot of great summary reporting - If you’re not familiar with pivot tables, I’d play around in Excel first to get the concepts.


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