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Creating a dashboard widget from a Pivot Table Result

  • 5 October 2021
  • 1 reply
  • 187 views

Hello. 

 

We are trying to create a dashboard widget from our AR Overdue categories.  We created a Pivot table widget which summarizes the outstanding AR balances by current, 1-30, 31-60, 61-90, and over 90.  How do I turn the sum of these categories into a dashboard widget ? 

 

Thanks,

Gwen

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Best answer by BenjaminCrisman 6 October 2021, 18:37

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HI @gwilkinson31 ! For this issue you would need to make a separate GI which would group and SUM these amounts as there is no way to use resulting widget data to make another widget, at least currently.

As long as they are based on the same data then they should be consistent, but it could require making a separate GI if the GI used for the original pivot isn’t already grouped.

The SUM() function or SUM Aggregate Function can only operate when a grouping is applied to the GI, but it might be quick if you can simply copy the GI and apply the necessary grouping, then make the widgets based off the needed summed fields.

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