I have some payment date data for different customer in an excel spreadsheet. How can i bring that data to ecumatica to create a dashboard where i can see the list of the customers payment due on a particular day?
How to create a dashboard from excel data?
Best answer by Nayan Mansinha
I have spreadsheet for every single customer ,where they provide pay period(biweekly ,monthly) and which day of the month they want to get paid for the upcoming year.
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This information is provided by the customer and we have to abide by this payments date. Now i want a dashboard where i can see the list of customers, whos payment is due on any given day. Or a inquiry where i can get the list of customer payments due day for next week or any particular day.
Assuming spreadsheet is of fixed/agreed upon format, one can create customization to read these spreadsheets to compile this information and store them in custom tables which then can be used to drive further calculations needed and can be projected in the form of GI/dashboard(s).
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