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Generic inquiry pivot table help to show revenue & expense

  • 6 October 2023
  • 5 replies
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Hi,

 

I've created a below generic inquiry, and I would like to setup a pivot table using the concatenation formula.

To illustrate, if you examine the screenshot provided, you'll notice that "VLDD80" represents the product code, and there's a corresponding project ID configured in the setup.

My objective is to establish a new pivot table that relies on a combination of both the product code and project ID. how can i achieve this?

 

 

I want the pivot table output as shown in below screenshot. 

 

 

For some reason, I’m not able to attach the GI, but it will great, if someone can help me on this.

 

Thanks .

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Best answer by Naveen Boga 16 October 2023, 07:17

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lauraj46
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Hi @psoni1585 ,

You should be able to use the formula field as a Row on your pivot table.  Please attach the XML for your GI and I would be glad to take a look.

Laura

Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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Hi Laura,

 

Thanks for your reply to my post.

I’m not able to attach the XML file of GI. it’s below message. Any idea how can i attach or send XML ?

 

Thanks .

 

Chris Hackett
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Hi @psoni1585 file uploads don't support special characters in the title. Please rename with no special characters and it should work. 

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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Hi @lauraj46

 

I’ve attached GI for your reference. 

 

Thanks

Pankaj Soni 

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Naveen Boga
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Hi @psoni1585 I see that you have commented the Expense and Revenue fields in the GI, but just tried with the currency amount field along with formula and seems showing as expected. 

Please find the below screenshot for your reference.

 

 

 

Expected Results

 

 

Naveen B

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