Question

Passing Generic Inquiry Parameters to Pivot Table

  • 22 November 2021
  • 4 replies
  • 49 views

Hello,

I built a simple GI that has two parameters - a date from and date to. These parameters are required and used as part of the Condition to load data.

Everything works as expected for the GI. I supply the parameters and the appropriate data records are returned. However, this becomes a problem when I try to create a Pivot table from it. Specifically, no data loads and there seems to be no way to supply the parameters specified as required in the GI. I cannot use Pivot Table Filters either, since, presumably this requires some data to actually filter on.

To get the Pivot Table to function, I realize I could remove the condition from my GI and then rely on Pivot Filters. However,  this is not ideal for my use case since I would like to keep the GI parameters and conditions as is.

How might I accomplish this?

Thanks.


4 replies

Userlevel 5
Badge +4

Hi @KellyMarchewa Please post additional information like Screenshots of the Generic Inquiry Tabs, and the output. Also, if possible export the Generic Inquiry and attach it here, so that it will be easy to understand and provide solutions.

Thanks

@ChandrasekharM . Unfortunately, can’t really export and upload full output, but please see screenshots below.

Thanks.

Userlevel 5
Badge +6

Hi @KellyMarchewa 

Please try using filter on GI result window and create a Pivot from filtered result content of the GI. 

  • Create filter on GI output
  • A new tab with filtered output reflects on GI result
  • Create a Pivot from that filtered content tab

 

Let me know if this helps,

Regards,

 

@vkumar  Thanks much for the advice. It is certainly helpful. :slight_smile:

However, still not quite what I was looking for. Is there any way to use the GI filters to dynamically filter the Pivot? To give a more concrete example:

I adjusted the Conditions on my GI slightly to provide defaults if the parameters are not provided:

 

Based on your advice, I created a Pivot Table as a filter:

 

The data loads fine if I do not supply the Trans Date From/To parameters (presumably since the the default dates are passed to the Condition):

 

 

However, if I fill in the Trans Date From/To parameters, I get nothing in the Pivot Table:

 

But the data loads just fine in the main GI tab:

 

My question is, is there anyway to use the parameters and conditions specified in the GI in the Pivot Table?

Using the example above, would it be possible to (a) require both the Trans Date To/From parameters (modifying the GI condition to load no data if they are not present), and (b) load filtered data in both the GI and Pivot Table when (and only when) these parameters are supplied?  I can get the GI to work just fine; it is the Pivot table that is problematic.

Thanks again.

 

 

 

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