Pivot Table links

  • 17 March 2023
  • 2 replies

Userlevel 4
  • Freshman I
  • 39 replies

I have a Generic Inquiry that pulls Customer Sales by Sales Area. The inquiry is working fine and I have an associated Pivot table that shows the Customer Name, Customer Number, and the Order Totals by Posting Period. 

What I would like to do is be able to link either the Customer Name, and / or the Customer Number so allow the user to do a Drill Down on that specific customer. I’ve been unable to find any information on how to do this or if it can be done.

Thank you for any assistance.


Best answer by xkylewrightx 17 March 2023, 16:15

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2 replies

Userlevel 5

You can create and edit hyperlink navigation targets on the Generic Inquiry by adding the target under the NAVIGATION tab when editing the GI

Then, specifying the ‘Navigate To’ field on the result under RESULTS GRID tab

The pivot table does not have the same functionality, but it does automatically create drill-down hyperlinks which are essentially just a link to a set filters applied to the generic inquiry. I do not think you can control or edit these links, they are automatically generated by adding filters to the pivot table. 

Userlevel 4

Thank you!


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