Skip to main content
Answer

How to create a formula to get Branch Name Dynamically in ARM Reports

  • June 19, 2023
  • 3 replies
  • 364 views

Forum|alt.badge.img

Hi,

I customized a ARM Balance Sheet Report to reflect 6 different branches at a time. What formula can I use in each column to pull the branch name automatically versus having to input manually for each colums? Here is a snapshot of the column set and highlighted fields. 

 

 

Thanks,

Frances 

 

 

Best answer by Laura03

Hi Frances,

I like your idea; have you considered adding it to the Ideas section of this Community?

Did you already try the function for Branch Name in Parameters?  I have a feeling it might print the Branch from Report Parameters in every column, instead of pulling the Branch from the Data Source of each column, but I’m not 100% sure.

 

Otherwise you might consider Velixo.  We find that ARM reports meet the needs of 80-90% of our clients and those with the most complex reporting needs use Velixo. Search this community for Velixo if you’re not already familiar.

 

Laura

3 replies

Laura03
Captain II
Forum|alt.badge.img+19
  • Captain II
  • Answer
  • June 19, 2023

Hi Frances,

I like your idea; have you considered adding it to the Ideas section of this Community?

Did you already try the function for Branch Name in Parameters?  I have a feeling it might print the Branch from Report Parameters in every column, instead of pulling the Branch from the Data Source of each column, but I’m not 100% sure.

 

Otherwise you might consider Velixo.  We find that ARM reports meet the needs of 80-90% of our clients and those with the most complex reporting needs use Velixo. Search this community for Velixo if you’re not already familiar.

 

Laura


Forum|alt.badge.img

Hi Laura,

Thanks for your help. I will look into your suggestions. 

 

Frances

 

 

 


Forum|alt.badge.img
  • Jr Varsity II
  • February 21, 2025

Hi ​@fpantelidakis65 

Did this work for you?

Amanda