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Displaying the correct total aggregate of an amount for a GI with 'select top' record is set to 10.

  • November 11, 2024
  • 5 replies
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I have a GI (Vendor summary) in which the top 10 records are to be shown, with total aggregate (SUM) set in the columns for amounts (e.g.blance due).

We want to show these totals (of the selected records) on a dashbard, however the totals shown on the dashboard are from all records of the GI and not the selected 10.

It seems the total aggregate function in a GI where the ‘Select top’ is selected, does not take into account the ‘Select top’ selection.

How is one able to show these totals correctly on a dsahboard?

Best answer by Nilkanth Dipak

Hi @suemackeown13,

I believe you may need to create a SQL view to retrieve the top 10 records (if you have access to the SQL database). Then, create a custom DAC with the respective columns (such as Balance Due along with Vendor).

Use this custom DAC in your GI to display the top 10 records, and then add this GI to your dashboard to display the top 10 records.

Hope, it helps!

 

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5 replies

Nilkanth Dipak
Semi-Pro I
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  • Semi-Pro I
  • 406 replies
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  • November 11, 2024

Hi @suemackeown13,

I believe you may need to create a SQL view to retrieve the top 10 records (if you have access to the SQL database). Then, create a custom DAC with the respective columns (such as Balance Due along with Vendor).

Use this custom DAC in your GI to display the top 10 records, and then add this GI to your dashboard to display the top 10 records.

Hope, it helps!

 


jinin
Pro I
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  • Pro I
  • 701 replies
  • November 11, 2024

Hi @suemackeown13,

Could you please share the screenshots for more details?

I used the Vendor Summary GI to display details on the dashboard, selecting the top 10 records, and confirmed that only these 10 records appear on the dashboard.

 

 


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  • Author
  • Jr Varsity III
  • 40 replies
  • November 11, 2024

Thank you, I also get only those ten records on a data table and on a pivot, however, we want the totals of these to display on a KPI, and its here that the full total is given and not that for the selected records. 

 

 


jinin
Pro I
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  • Pro I
  • 701 replies
  • November 11, 2024

Hi @suemackeown13 ,

In this case, you should go with @Dipak Nilkanth 's suggested solution. We can't achieve this without customization. You will need to create a Custom View and a Custom DAC with the respective columns. Then, use this DAC to display the top 10 records in the GI and add it to your dashboard.


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  • Author
  • Jr Varsity III
  • 40 replies
  • November 11, 2024

Thank you. I will go with the suggestion.


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